by ext | Aug 9, 2016 | Blog, Careers, Industry Insights
Much like any career, the financial advisor juggles a number of different tasks and responsibilities each day. That said (and with help from some financial advisors and Investopedia), we’ve put together a list of some of the main activities a financial advisor can...
by ext | Aug 2, 2016 | Blog, Industry Insights, Regulatory
How does one weigh returns? Recent regulatory changes are going to dramatically impact how individuals view their investment returns. Learn what you need to know and when you need to know it. By the time you read this message, the rollout of Client Relationship Model...
by ext | Jun 23, 2016 | Blog, Regulatory
The Canadian mutual fund industry is highly regulated. Several organizations exist to make sure everyone in the industry follows similar rules and standards and acts to protect investors. These organizations govern everything from how and when information about a fund...
by ext | May 23, 2016 | Blog, Industry Insights
The term “robo-advisor” is used in the media today as part of a wider financial technology (“fintech”) revolution that is changing the way Canadians – and the world – interact with the financial services industry. But many people aren’t entirely sure what the word...
by admin | May 13, 2016 | Blog
Introducing the new-look IFSE.ca We know that current and future students like to visit our website to get the latest on financial services education. Now there’s more to like as we have made several enhancements to make your visit even better! Why have we refreshed...
by admin | May 12, 2016 | Blog, Study Tips
Even though the word “exam” can strike fear into many students, we don’t think that’s necessary. We’re here to help. There are many ways to improve your chances of passing. The following techniques will help you perform well on exam day: Get some sleep. First,...
