Financial literacy continues to be of concern for many Canadians, and with good reason.
Take time to assess the level of financial knowledge of each client
The CSA is also sending out investor education tweets during Financial Literacy Month
The self-regulatory organization partnering is with a number of groups to promote investor knowledge during Financial Literacy Month
Framework will guide the Committee on Retail Investors’ efforts in establishing investor education initiatives
Fund investors can learn about CRM2, the value of advice and understanding risk
Videos aim to help investors identify fraud
Financial literacy strategies must take seniors’ needs into account
Informed clients are able to have deeper conversations with advisors, which in turn builds trust
Proposed national strategy will target seniors