Reps in current cycle must satisfy CE requirements by Dec. 31
Series of educational events planned for major Canadian cities
Courses offered by CUSOURCE Credit Union Knowledge
$4 million set aside for research and education centre
Series aimed at helping ICPMs take advantage of growth opportunities
Program designed to help advisors transform their practice to an advice first approach
Course includes both financial planning and investment management
CSI replacing Harrington Lane as course evaluator
Certification program coaches advisors on benefits of sustainable investing
Majority of advisors consider credits important when evaluating training and education programs