The CFA Institute has announced that of 26,882 candidates that sat for the Level III CFA exam in June 2014, 54% passed the third and final exam. Pending experience and membership requirements, these successful candidates will become CFA charterholders starting in early October, bringing the number of charterholders worldwide to more than 125,000.
CPA Canada and the American Institute of CPAs are teaming up to give CPAs in both countries access to the same technical resources and advanced credentials, the associations say.
This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. OBJECTIVE No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain. Tax loss selling is a technique for harvesting capital losses in non-registered accounts so they can be […]
No one knows retirement risk better than Jim Otar. Get a clear understanding of the dangers your clients face—and how to deal with them—with Jim’s six CE Corner courses:
Retirement guru and frequent CE contributor Jim Otar has put together two new courses to help you navigate the tricky terrain of long-term retirement planning.
To help you prepare for the new requirements, industry guru André Fok Kam explains the ins and outs of CRM II’s performance reporting requirements in the latest addition to our Continuing Education offerings.
The Canadian Securities Institute (CSI) has launched a Certificate in Personal Banking. Aimed towards financial services professionals who are just starting out or looking to take their career to the next level, this new certificate program provides learners with a unique opportunity to develop the skills and expertise needed to succeed in today’s dynamic retail banking environment.
CSI Global Education has partnered with the China Futures Association to provide training programs for Chinese compliance executives.
Canada’s advice credentials landscape, with its diverse mix of designations and organizations that provide them, has been criticized for its complexity. Some industry experts see the “alphabet soup” as a barrier to understanding the role and value of financial advice credentials.
For aspiring advisors, education is only one piece of a very complex puzzle, as industry certifications and experience play a much bigger role in hiring than your university major, recruiters say.