The startup is developing courses that will help students prepare for the PFP or CFP designations
The collaboration offers Advocis members an expanded range of continuing education and professional development opportunities
Tougher penalties for failing to meet CE requirements will be delayed until the end of the new CE cycle
IFB Academy gives financial professionals the opportunity to earn CE credits by taking online courses
New IMCA survey finds that continuing education and professional development courses are “very important” to advisors
The CDPSF will train the organization’s fund reps in its caisse network in Quebec and Ontario as of July 4
Although industry participants are generally onside with enhanced CE standards for advisors, there are some big concerns
The recommendations are also intended to make the proposal more consistent with the requirements set by other regulators
Switch to a shorter, two-year cycle and reduced credit requirements among proposals
The new framework defines the credentials deemed critical for advising wealthy clients