Keyword: Advisor titles

93 results found
pot hole bad roads

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

Doing Homework

Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma

  • By: IE Staff
  • April 4, 2024 April 4, 2024
  • 16:56
Judge makes ruling

Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says

Review process

Regulator reports results of first supervisory reviews at planner/advisor titling organizations

client meeting

Credentialing bodies also discussed putting clients first at regulator's annual conference

right or wrong choice

Improved proficiency for financial advisors still on the table amid persistent demand

Doing Homework

The October sitting had 57 candidates

  • By: IE Staff
  • November 30, 2023 November 30, 2023
  • 15:10
Bond counselling

Investor survey highlights risks of confusion over titles and proficiency

liquid dollar sign

The association extended its line of credit, got a loan and tapped into its $5.5-million reserve fund

Bond counselling

Regulator sets supervisory priorities for credential providers