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Regulators will review "a sizable number" of firms, a panellist said at KYP webinar

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Two women were recognized for achieving high standing

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Fund dealers' first CE cycle to kick off on Dec. 1

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The overall pass rate was 72% for the latest sitting

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

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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 […]