Keyword: Advisor education

181 results found
Solution

Group rejects proposed fee exemptions for self-regulatory organization and calls for greater advisor proficiency

  • By: Staff
  • June 6, 2023 June 7, 2023
  • 16:03
confusing array of advisor titles

The move could result in more “financial planner” credentials

School exam student's taking educational test, admission test, thinking hard, writing answer in university classroom, education and world literacy day concept

259 people wrote the exam

  • By: Staff
  • May 18, 2023 May 18, 2023
  • 16:58
Machine Learning business concept.

Only three percent of investment professionals say they are proficient in AI, CFA Institute finds

group of school kids with teacher sitting in classroom and raising hands

Also, QAFP certification has been streamlined

  • By: Staff
  • April 19, 2023 April 19, 2023
  • 13:34
Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

The regulator intends to be a credentialing body under the province's title protection regime

lesson

Educational division will develop technical curriculum under Alexandra Macqueen's leadership

Professor giving presentation in lecture hall at university. Participants listening to lecture and making notes.

The change is one of five updates to the CFA program aimed at making the charter more practical

Education school or business concept. Woman female student sitting on chair holding stack books. Back view grunge background

The trend of fewer test takers follows the 2022 introduction of a post-secondary prerequisite

Megaphone

The three candidates were among 507 exam writers

  • By: Staff
  • January 19, 2023 January 19, 2023
  • 15:50