Education | Investment Executive https://www.investmentexecutive.com/tag/education/ Canada's news source for financial professionals Tue, 06 Jan 2026 21:29:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Education | Investment Executive https://www.investmentexecutive.com/tag/education/ 32 32 Advisor title regulation in effect for New Brunswick https://www.investmentexecutive.com/news/advisor-title-regulation-in-effect-for-new-brunswick/ Tue, 06 Jan 2026 21:29:53 +0000 https://www.investmentexecutive.com/?p=528808 Credential requirements are being phased in over the next few years

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]]> Fitch Learning to continue CSI brand, invest in biz https://www.investmentexecutive.com/news/industry-news/fitch-learning-to-continue-csi-brand-invest-in-biz/ Tue, 09 Dec 2025 18:37:15 +0000 https://www.investmentexecutive.com/?p=527273 CIRO's proficiency partner says CSI won't provide prep for regulator's exams

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]]> CIRO’s proficiency portals on track for Jan. 2 https://www.investmentexecutive.com/news/ciros-proficiency-portals-on-track-for-jan-2/ Fri, 05 Dec 2025 21:51:12 +0000 https://www.investmentexecutive.com/?p=527126 CSI brand will continue, Fitch Learning says

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]]> N.B.’s title protection drops enhanced educational requirement for financial advisors https://www.investmentexecutive.com/news/n-b-s-title-protection-drops-enhanced-educational-requirement-for-financial-advisors/ Mon, 27 Oct 2025 20:57:01 +0000 https://www.investmentexecutive.com/?p=523728 Province harmonizes with Ontario on education

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]]> FP Canada seizes education opportunity arising from CIRO’s exam-based proficiency https://www.investmentexecutive.com/news/industry-news/fp-canada-seizes-education-opportunity-arising-from-ciros-exam-based-proficiency/ Thu, 16 Oct 2025 20:00:22 +0000 https://www.investmentexecutive.com/?p=522802 Certification body sets sights on prospective investment dealer reps

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]]> Denver-based education provider acquires SeeWhy Financial Learning https://www.investmentexecutive.com/news/denver-based-education-provider-acquires-seewhy-financial-learning/ Tue, 14 Oct 2025 19:34:57 +0000 https://www.investmentexecutive.com/?p=522566 Acquisition comes at “critical moment,” amid industry's proficiency developments

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]]> That psych degree may not be a waste after all https://www.investmentexecutive.com/news/from-the-regulators/that-psych-degree-may-not-be-a-waste-after-all/ Mon, 29 Sep 2025 18:54:35 +0000 https://www.investmentexecutive.com/?p=521416 CIRO provides guidance on new education, experience requirements for reps

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]]> FINRA launches crypto course for brokers https://www.investmentexecutive.com/news/from-the-regulators/finra-launches-crypto-course-for-brokers/ Tue, 16 Sep 2025 19:11:08 +0000 https://www.investmentexecutive.com/?p=520357 SRO undertakes education effort to boost firms' knowledge on emerging sector

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]]> CIRO says new proficiency model’s best practices include ‘separation from preparatory courses’ https://www.investmentexecutive.com/news/industry-news/ciro-says-new-proficiency-models-best-practices-include-separation-from-preparatory-courses/ Mon, 25 Aug 2025 21:02:10 +0000 https://www.investmentexecutive.com/?p=518353 Regulator responds to Fitch Learning’s acquisition of Moody’s education businesses, including CSI

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]]> Advocis files counterclaim against SeeWhy Financial Learning https://www.investmentexecutive.com/news/industry-news/advocis-files-counterclaim-against-seewhy-financial-learning/ Thu, 07 Aug 2025 20:59:54 +0000 https://www.investmentexecutive.com/?p=517088 Association alleges it was overcharged, while education provider says agreement terms are clear

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