by ext | Aug 19, 2016 | Blog, Industry Insights
The “ACBs” of the investment industry – Part I Most people who are getting started in the investment funds industry are struck by the incredible number of confusing acronyms their coworkers tend to casually throw into conversation each day. It’s really quite...
by ext | Aug 16, 2016 | Blog, Industry Insights
Know your client rules: Protecting investors and advisors As an advisor, before you can give financial advice or sell financial products, you have to learn several things about your clients. This is called the Know Your Client (KYC) rule, and it protects investors by...
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 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...
