Consultation paper examines proficiency models used in other countries
All firms saw their ratings in this category rise after most increased their digital offerings
Certificate in Estate and Trust Administration designed for support staff
New program combines sales ideas with technical know-how
Cross-Canada workshops feature Evelyn Jacks, John Poysner and Alan Rowell
Financial advisors have been inundated with proposed rules to better protect clients, but has the need for improved education been given the consideration that it deserves?
Courses offer online and classroom options for industry professionals
RI Academy offers professional training to educate advisors on best practices in environmental, social, and governance issues
Greg Pollock, president and CEO of Advocis, explains the role that ongoing learning has in ensuring that advisors are on top of the latest industry issues. He highlights key advisor issues for 2014 and discusses designations that his organization offers. Pollock spoke to Tessie Sanci, reporter, Investment Executive, at the TMX Broadcast Centre in Toronto.
Pursuing courses and skills beyond professional designations and mandatory CE credits can contribute to your advisory practice