Advisor

Create an efficient hiring process Fallback Image Decorative pattern

Industry

Create an efficient hiring process

Finding quality hires is time consuming.

By Wire services |January 30, 2013

1 min read

CSI launches certificate program for advisors Fallback Image Decorative pattern

Industry

CSI launches certificate program for advisors

In response to growing suitability and proficiency standards for advisors in both Canada and around world, the Canadian Securities Institute (CSI) has introduced Advanced Mutual Funds Advice (CMFA), a certificate program to help mutual fund advisors adhered to higher standards while further raising their professional level. “In a complex and rapidly evolving financial services landscape, […]

By Staff |January 22, 2013

2 min read

Be the master of your domain Fallback Image Decorative pattern

Planning and Advice

Be the master of your domain

To achieve success, you need to be best at what you do.

By Wire services |January 18, 2013

1 min read

Sell mutual funds? CSA may not grant AR registration Fallback Image Decorative pattern

Industry

Sell mutual funds? CSA may not grant AR registration

The CSA has issued a staff notice detailing why it accepts or rejects applications to become Advising Representatives (ARs) or Associate Advising Representatives (AARs).

By Melissa Shin |January 17, 2013

2 min read