Education

Industry

IOSCO issues guidance on investor education

The organization has provided a framework for implementing education programs

By James Langton |September 30, 2019

1 min read

Industry

OSC, AMF participating in World Investor Week

Third annual campaign launches in September

By Staff |August 14, 2019

1 min read

Industry

Finlit resources to share with clients

Tools to use during Financial Literacy Month 2018

By Staff |November 2, 2018

3 min read

Industry

Federal agency, partners develop financial literacy pilot

Resulting program will be offered to Indigenous communities and educational organizations

October 1, 2018

1 min read

Poll reveals how advisors can help anxious investors

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 […]

By Staff |January 24, 2018

1 min read

IIROC continuing education rules are here

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 […]

By Staff |November 30, 2017

1 min read

Why you should start RESP conversations early

It’s possible that many of your clients’ children do not have RESPs. In 2014, Statistics Canada found that only 48.5% of children had received the Canadian Education Savings Grant (CESG), which is calculated based on contributions made to RESPs. Further, a non-government survey published by the Bank of Montreal in the same year found that […]

By Bernard Viau |October 26, 2017

5 min read

Education

IOSCO issues guidance on investor education

OSC, AMF participating in World Investor Week

Finlit resources to share with clients

Federal agency, partners develop financial literacy pilot

What financial concept don’t you understand?

IIROC seeks comment on proposed changes to CE rules

Poll reveals how advisors can help anxious investors

IIROC continuing education rules are here

How investor education fails your clients

Why you should start RESP conversations early