Continuing Education

No more dealer’s choice as IFSE shuts its doors No more dealer’s choice as IFSE shuts its doors

Industry

No more dealer’s choice as IFSE shuts its doors

With only one option for mutual fund proficiency, concerns arise among dealers, education providers

By Michelle Schriver |June 30, 2025

5 min read

Here’s what you need to know about CIRO’s new proficiency model Here’s what you need to know about CIRO’s new proficiency model

Regulation

Here’s what you need to know about CIRO’s new proficiency model

Switch to an exam-based model is to take effect Jan. 1, 2026

By Noushin Ziafati |May 2, 2025

5 min read

FP Canada grows CE biz, hikes accreditation fees for other providers FP Canada grows CE biz, hikes accreditation fees for other providers

Industry

FP Canada grows CE biz, hikes accreditation fees for other providers

Certification body cites quality, while CE providers warn of less choice and educational gaps for financial planners

By Michelle Schriver |March 7, 2025

6 min read

CIRO seeks feedback on CE harmonization CIRO seeks feedback on CE harmonization

Regulation

CIRO seeks feedback on CE harmonization

SRO sets out common requirements, contemplates shift to annual CE cycle

By James Langton |December 19, 2024

2 min read