Advisor education

Industry

New skills crucial for success amid industry change

Financial pros seek AI, sustainability know-how, a CFA Institute survey finds

By Staff |July 8, 2022

2 min read

Industry

CFR sweep to provide clarity to industry

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

By Michelle Schriver |February 18, 2022

3 min read

Industry

More than 700 passed CPA Canada’s May exam

Two women were recognized for achieving high standing

By Maddie Johnson |August 13, 2021

1 min read

Industry

MFDA’s new CE regime to launch in the fall

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

By James Langton |July 23, 2021

2 min read

Industry

CFP exam results strong amid pandemic

The overall pass rate was 72% for the latest sitting

By Michelle Schriver |February 19, 2021

2 min read

Your Business

CFAs can fast-track to planner designation under new IAFP program

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

By Staff |October 5, 2020

1 min read

Industry

FP Canada touts ‘monumental year’ in annual report

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

By Katie Keir |August 11, 2020

3 min read

Industry

MFDA cites “general support” for CE requirements

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

By James Langton |January 31, 2020

2 min read

Industry

Number of CFP and FPSC Level 1 exam takers hits record

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

By Staff |January 29, 2020

1 min read

Advisor's Edge

Finding the courage to be a leader

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

By Michelle Schriver |October 25, 2019

3 min read

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