Dealers to receive information on aggregate pass rates, number of exam writers
Global Body of Investment Knowledge is a comprehensive outline for continuing education
Continuing education must be elevated to improve advisors’ credibility
Program offers skills needed to solve the increasingly complex problems related to financial accountability
Service provides an impartial third-party assessment of CE programs to ensure they meet the needs of advisors
2009 program challenges advisors to rethink risk
Class graduates from inaugural CIBC Connection to Employment
How can a client be declined for insurance coverage by one company and yet acquire standard coverage at another company?The answer lies in the completeness and quality of information submitted by insurance advisors during the application process. Industry experts say that many insurance advisors have an inadequate understanding of the requirements of underwriters, resulting in […]
LOMA has partnered with Independent Financial Brokers (IFB) to offer online continuing education to members. IFB provides continuing education to Canada’s financial services professionals through its Summit Education program. Atlanta-based LOMA will provide IFB members access to more than 20 different LOMA courses required for Life License Continuing Education in most jurisdictions. Subjects offered include […]
Advisor education program runs to November 4