Continuing education is a great way to accelerate your career as a financial advisor. By staying up-to-date on the latest trends and developments in the industry, you can position yourself… Read More
January 25, 2023
In the modern world of financial advising, technology plays an increasingly important role. Whether it’s to increase efficiency and business success or to improve client experience, technological advances have made… Read More
Following crucial legislative and regulatory developments in the Canadian financial services space over the past several years, regulators focused in 2022 on bridging regulatory gaps, flushing out details and working… Read More
January 10, 2023
It’s no secret that Certified Financial Planners – (CFPs) and other financial services professionals must regularly complete continuing education (CE) requirements. In addition, these professionals must maintain their licensing requirements… Read More
December 1, 2022
With so many financial and insurance advisors, it is easy to become lost in the sea of names and faces. So, what sets you apart from your competition? The ability… Read More
October 28, 2022
Consumer preferences are changing. Gone are the days when an advisor could impress a customer with investment information. With the internet, information is readily available at a click. Today, consumers… Read More
June 22, 2022
The financial services industry, and more specifically the channels of distribution for insurance, strives to achieve a level of professionalism daily to earn public trust. We define Public trust as… Read More
October 1, 2021
Client demands for financial services at different life stages requires financial professionals to take on different roles. These roles require different skills and training; that can be acquired and fine-tuned… Read More
June 30, 2021
Time management is a critical success factor for professionals. The world of financial services professionals has evolved into a highly competitive workplace. Although there are only 24 hours in any… Read More
June 23, 2021
Earning continuing education requirements for your license and designations can help you expand your knowledge as a professional. After all, being in the financial services industry, it’s the Advisor’s knowledge… Read More
March 12, 2021
