Advisor education | Page 19 of 19

Five years in, how are Seneca grads faring?

In 2006, Ontario's Seneca College launched its Financial Services Practitioner Program. From a small beginning—the study body was in single digits in the first year—the program has grown to produce a growing number of financial advisors.

By S.E. Gordon |September 28, 2011

4 min read

Planning and Advice

Make way for the Millennials

Today's young advisors aren’t just incredibly tech-savvy, they’re also are a generation of academic super-achievers, aggressively pursuing education and credentials to overcome the age biases of their clients and their firms.

By Kanupriya Vashisht |September 28, 2011

7 min read

Planning and Advice

Cross-border planning: updated

Given the number of Canadians who vacation in the U.S. each year, as well as those who move between borders for employment or other reasons, it’s important for financial advisors to be aware of the regulatory and income tax issues faced by clients who regularly spend time south of the border.

By Terry Ritchie |September 1, 2011

20 min read

Planning and Advice

Universities should develop advisor education

With increasingly fewer exceptions, professionals are expected to earn a four-year university degree from a program accredited to educate people entering the field. And, in the cases of law and medicine, barriers to entry are even higher. Society applauds such rigorous requirements because they prevent people who aren’t serious about cultivating key skill sets from […]

By Staff |January 1, 2010

2 min read