Canadian Securities Institute

FSRA unveils third credentialling body for financial planner title

Ontario regulator takes another important step in investor protection with approval of licensing and designation-granting entity

Does the mutual fund industry need more proficiency course options?

MFDA's Proposed Policy 11 on liquid alternatives proficiency highlights need for more providers, says Learnedly founder

AIMA applauds MFDA's proficiency rules for liquid-alt sales

Alternative industry association says proposed guidelines will promote fair access for investors

'Alternative mutual funds deserve to be in the toolbox'

Credentials and licensing leader at CSI backs MFDA's proposed proficiency rule for advisors to distribute liquid alts

MFDA launches alt-fund proficiency rule consultation

Self-regulator floats policy to replace provincial regulators' exemption order

Industry reaffirms collective commitment to financial literacy

Advocis, Canadian Securities Institute, and RBC set out initiatives to provide educational resources and information

Caldwell hails college for producing fresh advisor talent

VP recommends students to others because of the goals-based financial planning foundation they receive

IG welcomes new chief investment strategist

Industry veteran Philip Petursson praises firm’s holistic planning focus as he steps into newly created role

‘This doesn’t have to be kept under lock and key’

Michael White of Picton Mahoney shares thoughts on CSA's liquid-alternative blanket relief order and industry's likely next steps

CSA widens path for distributing liquid-alt funds

Regulator issues blanket relief allowing additional proficiency options for mutual fund dealing reps