Here's a story of how far the financial advice industry has to go to be considered a serious profession and not a bunch of competing salespeople grabbing for your business. CSI Global Education Inc., ...

TORONTO--(BUSINESS WIRE)--The Canadian Securities Institute (CSI) is pleased to announce the launch of the latest Personal Financial Planner (PFP)® Professional Competency Profile, aligned with ...

Two things are clear from the results of this year’s Account Managers’ Report Card: education remains a priority for banks and credit unions, and designations have become less a choice and more a ...

One thing bankers seem to agree upon is the strong emphasis their employers all place on the need to upgrade skills and attain qualified designations. “It’s constant, they harp on it,” says a Nova ...

The Financial Services Regulatory Authority of Ontario (FSRA) has approved another credential under the province’s title protection regime. The personal financial planner (PFP) designation has been ...

I've always thought that if you really knew what you needed to know to pick the right financial adviser, you probably wouldn't need one. While there are plenty of investors who navigate the stock and ...