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.

Please fill out the survey and enter our prize draw.