News and resources for Canada's top financial advisors
Est. 1998
Industry
An MFDA rule proposal will require special training for reps wanting to sell ETFs, in line NI 31-103.
By Staff |August 6, 2015
1 min read
Check out our two new CE courses.
By Staff |May 11, 2015
Having trouble figuring out how to calculate after-tax returns on ETFs? No need to panic: our new CE course walks you through each step.
By Staff |January 23, 2015
Which articles were top this year?
By Staff |December 19, 2014
2 min read
The MFDA's looking for about 10 reps to participate in a working group to discuss appropriate content for an ETF course.
By Staff |December 5, 2014
Which stock market fares better during inflationary times? This was one of the questions Jim Otar, financial planner and founder of RetirementOptimizer.com, answered during a presentation hosted by CFA Society Toronto.
By Staff |December 2, 2014
Still need a few more CE credits before year-end? Prolific retirement guru Jim Otar has you covered once again with a new course.
The current CE cycle ends December 31, and CE Corner has you covered.
By Staff |November 13, 2014
MFDA advisors might soon find themselves subject to higher proficiency standards.
By Evelyn Juan |November 6, 2014
Retirement guru Jim Otar has done it again. His new course, Compendium of Sustainable Withdrawal Rates, Part 1, is now available on CE Corner.
By Staff |September 15, 2014
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.