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Company: Institute for Advanced Financial Education

9 results found
Bond counselling

Regulator sets supervisory priorities for credential providers

New name of relaunched CLU could create confusion with IAFP, ruling states

Clients can check if an advisor holds these designations and is in good standing with the Institute

  • By: IE Staff
  • January 24, 2013 January 24, 2013
  • 11:30

Advisors must remind skittish clients there are also risks associated with seemingly safe vehicles

  • By: Megan Harman
  • September 14, 2012 September 14, 2012
  • 11:20

The Institute appoints board of trustees for 2012 term

  • By: IE Staff
  • November 25, 2011 November 25, 2011
  • 08:15

BMO Life’s Czorny elected to chair board of trustees

  • By: IE Staff
  • December 8, 2010 October 11, 2019
  • 11:37

IAFP executive director worries that similar acronyms could cause confusion

  • By: IE Staff
  • November 29, 2010 October 31, 2019
  • 12:11

The CLU Institute, now known as the IAFE, will have more autonomy because it’s no longer attached directly to Advocis

Institute for Advanced Financial Education reaches out to broader audience

  • By: IE Staff
  • October 13, 2010 October 13, 2010
  • 13:30