Make sure any courses you pursue are aligned with your goals
Clients focus on designations and certifications
With the CSI's exclusive contract coming to an end in January 2016, the timing appears right for an overhaul
CSI alumni share the good, the bad and the ugly in financial advice
AMIPROS addresses the need for higher standards and increased education created by the growth in private and syndicated mortgages
Don’t just read the course material — get active and form a study group
The key to success is creating a game plan
Guidance notes from IIROC and IIAC flag concerns about designations claiming special expertise with elderly clients
Firms and SROs can do more to clarify for consumers exactly who qualifies as a financial planner
Guidance stresses that titles that convey expertise in seniors’ issues or retirement planning should face particular scrutiny