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Keyword: Advisor education

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The overall pass rate was 72% for the latest sitting

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

Report highlights record number of exam candidates in the past fiscal year

  • By: Katie Keir
  • August 11, 2020 August 11, 2020
  • 15:07
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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
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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.