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Case study: Practical training for the real world

Case study: Practical training for the real world

Featured student: Jatinder Bajwa IFSE course: Branch Managers’ Examination Course (BM) Within the highly regulated, compliance-focused financial services industry, today’s Branch Manager or Branch Compliance Officer faces many complex issues and takes...
How do financial advisors get paid?

How do financial advisors get paid?

One of the most popular career choices in financial services today is that of financial advisor. A financial advisor plays a crucial role in helping investors achieve their goals such as saving for retirement, funding their children’s education, or buying a...
By the letter: Insurance industry acronyms – Part 1

By the letter: Insurance industry acronyms – Part 1

Like most industries, the insurance industry has a language all its own, and industry-specific acronyms are a big part of that special language. They can give us a quick, simple way to communicate with other people in the industry – as long as you know what all the...
Job opportunities in the financial services industry

Job opportunities in the financial services industry

According to a report authored by the Conference Board of Canada, the financial services industry accounts for 780,000 jobs or 6.8% of Canada’s gross domestic product (GDP). While Toronto is Canada’s largest financial hub, there are employment...