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CSI updates exam cancellation policy

CSI updates exam cancellation policy
advisor.ca - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from advisor.ca Daily Mail and Mail on Sunday newspapers.

Canada
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National-magazine
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DFSA no longer an approved credential in Ontario

Designation holders have six months to obtain a different credential to use the financial advisor title

Canada
Canadian
Michelle-schriver
National-magazine
Financial-services-regulatory-authority-of-ontario
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Canadian-institute-of-financial-planning
Canadian-investment-regulatory-organization
Financial-services-regulatory-authority
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Financial-planning
National-magazine-awards

FP Canada introduces 2 new rules

Financial planners now have requirements related to trusted contacts, conflicted roles

Canada
Damienne-lebrun-reid
Michelle-schriver
Fp-canada-standards-council
National-magazine
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Trusted contact restores communication after clients defrauded

Trusted contact restores communication after clients defrauded
advisor.ca - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from advisor.ca Daily Mail and Mail on Sunday newspapers.

Waterdown
Ontario
Canada
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Sue-foley
Michelle-schriver
National-magazine
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Worldsource-financial-management-inc
Foley
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Hartry-foley-financial

Julie Martini moves to Ontario Chamber of Commerce

Julie Martini moves to Ontario Chamber of Commerce
advisor.ca - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from advisor.ca Daily Mail and Mail on Sunday newspapers.

Wellington
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Toronto
Ontario
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Canadian
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Jeff-li
Travis-machen
Lisa-kuehn

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