Alternative investment designation gives advisors a better understanding of strategies and how they work
The Institute of Advanced Financial Planners (IAFP) has for the second time successfully defended its Registered Financial Planner (R.F.P.) certification mark. This time it was from infringement by an organization planning to launch the U.S.-based RFC designation in Canada. After correspondence with the IAFP, the newly formed Canadian office of the International Association of Registered […]
The North American Securities Administrators Association announced that its membership has approved a new model rule prohibiting the misleading use of senior and retiree designations.The model rule prohibits the misleading use of senior and retiree designations while also providing a means by which a securities administrator may recognize the use of certain designations conferred by […]
Forty per cent of Canadian Candidates passed
Sixty per cent of candidates from outside North America
Tax and financial services educator partners with Standard Life
The North American Securities Administrators Association is soliciting comment on a proposed model rule concerning the use of senior-specific certifications and professional designations. The proposed rule prohibits the misleading use by any person of senior and retiree designations, and it provides a means by which an administrator may recognize the use of certain designations which […]