Advisor education

MFDA cites “general support” for CE requirements Fallback Image Decorative pattern

Industry

MFDA cites “general support” for CE requirements

SRO has yet to finalize its approach to determining which courses will qualify

By James Langton |January 31, 2020

2 min read

Number of CFP and FPSC Level 1 exam takers hits record Fallback Image Decorative pattern

Industry

Number of CFP and FPSC Level 1 exam takers hits record

FP Canada said that 1,832 candidates combined took the two exams in November

By Staff |January 29, 2020

1 min read

Finding the courage to be a leader Fallback Image Decorative pattern

Advisor's Edge

Finding the courage to be a leader

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

By Michelle Schriver |October 25, 2019

3 min read

Coming soon: MFDA continuing education Fallback Image Decorative pattern

Advisor's Edge Report

Coming soon: MFDA continuing education

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 […]

By Michelle Schriver |December 15, 2017

5 min read