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 […]
Looking to squeeze in credits before year end? We can help.
The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
Take advantage of the slower summer months to earn your credits.
Our newest CE offering provides practical guidance on how to estimate stock and bond returns when drawing up clients' financial plans.
One of the best ways to add value to client relationships is to help minimize clients’ tax bills every April. With our new CE course you’ll be equipped to do just that.
Take this CE Course, which consists of a slide presentation and accompanying audio.
Our new CE course will help you spot red flags when picking stocks.
The authors identify red flags investors should watch for when assessing company stocks.
The holidays are right around the corner, and if you’re looking for a solid excuse to get away from that painful conversation with your least favourite uncle, we’ve got you covered with a new CE course.