Wealth Professional to analyze designation bodies and certifications

Wealth Professional to analyze designation bodies and certifications

Wealth Professional to analyze designation bodies and certifications “An investment in knowledge pays the best interest.” The words of Benjamin Franklin and a theory Wealth Professional seeks to analyze in greater detail in our upcoming issue. As such, we are reaching out to all those in the wealth management industry to gauge their thoughts on the many designation bodies out there.

Education is something that should continue right throughout life, but are the myriad of certifications available to those in wealth management worth the time and money? That question we hope to answer in our cover story, as well as a host more, including: what are the most common designations for advisors in Canada? Are the bodies that award these designations doing their job adequately? Which designations prove most beneficial with regards to clients? And has the worth of designations been diminished by the proliferation of numerous other titles?

In posing these queries we hope to find the answers to how the industry as a whole can improve standards and grow heading into the future. With increased regulation meaning the work advisors do has never been more under the microscope, the role of the certification bodies is even more crucial.

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2 Comments
  • Bob Watt 2016-06-23 9:58:14 AM
    I have developed a powerpoint presentation that we use for Continuing Education purposes for our customers, titled "The Value of Education" In that presentation we outline the various and sundry deisgnations available and where to obtain them. So basically we have already done what you are doing but I will be anxious to see the ouctome of the feedback that you get as there is always more to learn and things do change in this business.
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  • Peter Goddard 2016-07-18 10:26:55 AM
    Financial Planning is a process not an event. Education in our field should be considered as such. The providers of educational tracks for our industry should be held up to the light for professionalism and value to our industry. In other words, evaluating the provider of education and their qualifications is first and foremeost in considering our industry as 'Professional'.
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