Credentials and licensing leader at CSI backs MFDA's proposed proficiency rule for advisors to distribute liquid alts
Self-regulator floats policy to replace provincial regulators' exemption order
Advocis, Canadian Securities Institute, and RBC set out initiatives to provide educational resources and information
VP recommends students to others because of the goals-based financial planning foundation they receive
Industry veteran Philip Petursson praises firm’s holistic planning focus as he steps into newly created role
Michael White of Picton Mahoney shares thoughts on CSA's liquid-alternative blanket relief order and industry's likely next steps
Regulator issues blanket relief allowing additional proficiency options for mutual fund dealing reps
Financial services education provider offers 50,000 learners the convenience of completing examinations remotely
Managing director at Canadian Securities Institute discusses efforts to enlighten Canadians and train up industry professionals
Self-regulatory body seeks input on required knowledge, skills, and behaviours for registered and investment representatives
