Keyword: Continuing education

143 results found
IFIC introduces advisor centre portal

Advisor centre offers resources related to key topics including mutual fund fees, serving vulnerable investors, hot regulatory topics and tools and tips related to CRM2

The SRO is launching a second round of consultations on the actual rules that would impact mutual fund dealer reps

IIAC has a new series to help with client conversations

The new program will be officially rolled out in October in Madrid

Industry associations unite to strengthen training for independent advisors

  • By: IE Staff
  • November 18, 2015 November 18, 2015
  • 15:50

The MFDA is seeking feedback on a variety of areas that may be included as part of a new, mandated CE requirement

12-credit course can be put towards ETF Smart Specialist Certificate

73% of CSC course content is now relevant to both retail and institutional business

  • By: IE Staff
  • February 5, 2015 December 19, 2017
  • 13:45

With the CSI's exclusive contract coming to an end in January 2016, the timing appears right for an overhaul

The MFDA is considering bringing in CE requirements