News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge Report
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 […]
By Michelle Schriver |December 15, 2017
5 min read
Industry
Looking to squeeze in credits before year end? We can help.
By Staff |December 14, 2016
1 min read
The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
By Anne Manson and Doug Towill |November 10, 2016
22 min read
Take advantage of the slower summer months to earn your credits.
By Staff |July 19, 2016
Our newest CE offering provides practical guidance on how to estimate stock and bond returns when drawing up clients' financial plans.
By Staff |May 26, 2016
One of the best ways to add value to client relationships is to help minimize clients’ tax bills every April. With our new CE course you’ll be equipped to do just that.
By Staff |March 21, 2016
Tax News
Take this CE Course, which consists of a slide presentation and accompanying audio.
By Michelle Connolly |March 21, 2016
Market Insights
Our new CE course will help you spot red flags when picking stocks.
By Staff |January 26, 2016
The authors identify red flags investors should watch for when assessing company stocks.
By Al and Mark Rosen |January 22, 2016
26 min read
The holidays are right around the corner, and if you’re looking for a solid excuse to get away from that painful conversation with your least favourite uncle, we’ve got you covered with a new CE course.
By Staff |December 10, 2015
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