Continuing Education

Industry

Dealer firms approve MFDA rule changes at AGM

The MFDA’s public and industry directors have also been approved

By James Langton |December 2, 2019

1 min read

Industry

OSC approves MFDA’s CE rules

The SRO’s proposed rules got the thumbs-up on Thursday

By James Langton |September 26, 2019

1 min read

Industry

MFDA proposes changes to CE accreditation process

Regulator may outsource task of accrediting CE activity to third-party firms

By Staff |July 19, 2019

1 min read

Industry

IIROC to revise CE program

Proposed changes aimed at simplifying regime out for comment until Aug. 26

By Staff |July 11, 2019

2 min read

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

Industry

Meet year-end deadlines for CE credits

Looking to squeeze in credits before year end? We can help.

By Staff |December 14, 2016

1 min read

Industry

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.

By Anne Manson and Doug Towill |November 10, 2016

22 min read

Industry

Earn CE hours with new rebalancing course

Take advantage of the slower summer months to earn your credits.

By Staff |July 19, 2016

1 min read

Industry

New CE course: How to estimate stock and bond returns

Our newest CE offering provides practical guidance on how to estimate stock and bond returns when drawing up clients' financial plans.

By Staff |May 26, 2016

1 min read

Industry

Master client tax issues with our new CE course

One of the best ways to add value to client relationships is to help minimize clients’ tax bills every April. With our new CE course you’ll be equipped to do just that.

By Staff |March 21, 2016

1 min read

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