News and resources for Canada's top financial advisors
Est. 1998
Industry
Group rejects proposed fee exemptions for self-regulatory organization and calls for greater advisor proficiency
By Staff | June 6, 2023
3 min read
The move could result in more “financial planner” credentials
By Michelle Schriver | May 23, 2023
5 min read
259 people wrote the exam
By Staff | May 18, 2023
1 min read
Only three percent of investment professionals say they are proficient in AI, CFA Institute finds
By Maddie Johnson | April 26, 2023
Also, QAFP certification has been streamlined
By Staff | April 19, 2023
2 min read
The regulator intends to be a credentialing body under the province's title protection regime
By Michelle Schriver | March 27, 2023
Educational division will develop technical curriculum under Alexandra Macqueen's leadership
By Michelle Schriver | March 24, 2023
The change is one of five updates to the CFA program aimed at making the charter more practical
By Melissa Shin | March 20, 2023
The trend of fewer test takers follows the 2022 introduction of a post-secondary prerequisite
By Michelle Schriver | March 10, 2023
The three candidates were among 507 exam writers
By Staff | January 19, 2023
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