Continuing Education – Advisor's Edge

How to leverage — not loathe — compliance

michelleschriver — Thu, 25 May 2023 16:38:13 +0000

Demonstrate and discuss your regulatory requirements with clients, IFB says

Maddie Johnson — Wed, 26 Apr 2023 20:17:56 +0000

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

melissa — Thu, 09 Mar 2023 18:38:01 +0000

A FSRA review resulted in 445 letters of warning for failing to complete continuing education hours

melissa — Wed, 07 Dec 2022 20:06:15 +0000

The Quebec self-regulatory organization will make the portal available in January

michelleschriver — Wed, 16 Mar 2022 17:53:07 +0000

Some advisors take on too many clients outside their core market, warns Cerulli Associates

melissa — Fri, 29 Oct 2021 18:47:00 +0000

The regulator provided guidance for advisors, dealers and education providers

Mark — Mon, 25 Oct 2021 15:26:54 +0000

The regulator's accreditation relationship with CECAP will end on Dec. 31

michelleschriver — Fri, 15 Oct 2021 16:14:36 +0000

Newcom Media expands continuing education site for financial professionals

Katie — Fri, 23 Jul 2021 16:54:30 +0000

Fund dealers' first CE cycle to kick off on Dec. 1

stephanievanheuvelen — Thu, 15 Oct 2020 20:00:36 +0000

Examining how taxes, expected investment outcomes and utility can affect asset location