CE credits – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Mon, 16 Aug 2021 13:29:36 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png CE credits – Advisor's Edge https://phoenix.advisor.ca 32 32 MFDA’s new CE regime to launch in the fall https://phoenix.advisor.ca/news/industry-news/mfdas-new-ce-regime-to-launch-in-the-fall/ Fri, 23 Jul 2021 16:54:30 +0000 https://www.advisor.ca/?p=197788 Fund dealers' first CE cycle to kick off on Dec. 1

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]]> CE Course: Optimal asset location https://phoenix.advisor.ca/my-practice/continuing-education/ce-course-optimal-asset-location/ Thu, 15 Oct 2020 20:00:36 +0000 https://www.advisor.ca/?p=185906 Examining how taxes, expected investment outcomes and utility can affect asset location

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]]> CE Course: Dollar-cost averaging vs lump sum investing https://phoenix.advisor.ca/my-practice/continuing-education/ce-course-dollar-cost-averaging-vs-lump-sum-investing/ Tue, 25 Aug 2020 18:08:53 +0000 https://www.advisor.ca/?p=184103 Examining which investment method produces better returns

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]]> Advisor’s Edge to co-host ETF Summit on Oct. 1 https://phoenix.advisor.ca/news/etfs/advisors-edge-to-co-host-etf-summit-on-oct-1/ Thu, 12 Sep 2019 13:31:42 +0000 https://www.advisor.ca/?p=169922 Sessions will offer innovative ways to integrate the products into your practice

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]]> Industry groups critical of IIROC’s CE proposals https://phoenix.advisor.ca/news/industry-news/industry-groups-critical-of-iirocs-ce-proposals/ Fri, 06 Sep 2019 19:10:26 +0000 https://www.advisor.ca/?p=169758 Proposed changes, which include late filing fees and suspensions, draw criticism

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]]> IIROC seeks comment on proposed changes to CE rules https://phoenix.advisor.ca/news/industry-news/iiroc-seeks-comment-on-proposed-changes-to-ce-rules/ Fri, 26 Jan 2018 16:26:57 +0000 https://avatar.advisor.ca/uncategorized/iiroc-seeks-comment-on-proposed-changes-to-ce-rules/ Review IIROC's proposed changes to its CE rules by Feb. 26

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]]> Coming soon: MFDA continuing education https://phoenix.advisor.ca/columnists_/michelle-schriver/coming-soon-mfda-continuing-education/ Fri, 15 Dec 2017 11:34:27 +0000 https://avatar.advisor.ca/uncategorized/coming-soon-mfda-continuing-education/ If you’re an MFDA advisor, expect a published rule on continuing education (CE) requirements late this year or early 2018. Read: IIROC continuing education rules are here The self-regulatory organization (SRO) aims for CE requirements “to establish minimum standards for individuals to keep their industry knowledge current and maintain a high standard of professionalism.” Before […]

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]]> Digging into IIROC’s proposed CE requirements https://phoenix.advisor.ca/columnists_/michelle-schriver/digging-into-iirocs-proposed-ce-requirements/ Fri, 20 Oct 2017 00:01:54 +0000 https://avatar.advisor.ca/uncategorized/digging-into-iirocs-proposed-ce-requirements/ The SRO is currently reviewing its CE program

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]]> Meet year-end deadlines for CE credits https://phoenix.advisor.ca/news/industry-news/meet-year-end-deadlines-for-ce-credits/ Wed, 14 Dec 2016 16:37:54 +0000 https://avatar.advisor.ca/uncategorized/meet-year-end-deadlines-for-ce-credits/ Looking to squeeze in credits before year end? We can help.

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]]> CE Course: 34 ways to be a better advisor https://phoenix.advisor.ca/my-practice/continuing-education/ce-course-34-ways-to-be-a-better-advisor/ Thu, 10 Nov 2016 10:00:14 +0000 https://avatar.advisor.ca/uncategorized/ce-course-34-ways-to-be-a-better-advisor/ The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.

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