An MFDA rule proposal will require special training for reps wanting to sell ETFs, in line NI 31-103.
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Having trouble figuring out how to calculate after-tax returns on ETFs? No need to panic: our new CE course walks you through each step.
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The MFDA's looking for about 10 reps to participate in a working group to discuss appropriate content for an ETF course.
Which stock market fares better during inflationary times? This was one of the questions Jim Otar, financial planner and founder of RetirementOptimizer.com, answered during a presentation hosted by CFA Society Toronto.
Still need a few more CE credits before year-end? Prolific retirement guru Jim Otar has you covered once again with a new course.
The current CE cycle ends December 31, and CE Corner has you covered.
MFDA advisors might soon find themselves subject to higher proficiency standards.
Retirement guru Jim Otar has done it again. His new course, Compendium of Sustainable Withdrawal Rates, Part 1, is now available on CE Corner.