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Keyword: Advisor education

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Portrait of young business man and woman sitting in cafe and discussing contract. Diverse businesspeople meeting in hotel lobby reading documents.

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

  • By: Staff
  • October 5, 2020 October 15, 2020
  • 11:41
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Report highlights record number of exam candidates in the past fiscal year

  • By: Katie Keir
  • August 11, 2020 August 11, 2020
  • 15:07
Man writing on a blackboard

SRO has yet to finalize its approach to determining which courses will qualify

Pretty female college student sitting in a classroom full of students during class

FP Canada said that 1,832 candidates combined took the two exams in November

  • By: Staff
  • January 29, 2020 January 29, 2020
  • 13:09
The men and women go hand in hand on the arrow

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

If you’re an MFDA advisor, expect a published rule on continuing education (CE) requirements late this year or early 2018. Read: IIROC continuing education rules are here The self-regulatory organization (SRO) aims for CE requirements “to establish minimum standards for individuals to keep their industry knowledge current and maintain a high standard of professionalism.” Before […]

Six recommendations to help firms, advisors and clients

  • By: Staff
  • November 16, 2017 August 21, 2018
  • 12:06

The final deadline to register for the CFP exam and the FPSC level one exam is coming up.

  • By: Staff
  • April 25, 2017 August 21, 2018
  • 09:34

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.

Up for consultation is CSA Consultation Paper 33-404.

  • By: Staff
  • November 4, 2016 August 21, 2018
  • 10:37