FP Canada said that 1,832 candidates combined took the two exams in November
The organization has provided a framework for implementing education programs
Third annual campaign launches in September
Tools to use during Financial Literacy Month 2018
Resulting program will be offered to Indigenous communities and educational organizations
We asked three clients
Review IIROC's proposed changes to its CE rules by Feb. 26
If your client is struggling with investment anxiety, you can help. Read: Investors want more from advisors: survey A BCSC investor poll says more than a third of respondents (39%) don’t read their investment statements because doing so causes them anxiety. Further, 36% say they feel overwhelmed when trying to make investment decisions. But, in […]
For IIROC registrants, the new year comes with new continuing education (CE) rules. The SRO confirmed in a release that the new rules will be effective Jan. 1, 2018, when the CE cycle will move from a three-year cycle to a two-year cycle. Read: Digging into IIROC’s proposed CE requirements Changes from the March 2017 […]
And how you can help them succeed