Firm to help build infrastructure for new exam-based approach to reps' education
SRO drops firm sponsorship requirement, among other changes
Regulator sets supervisory priorities for credential providers
CIRO proposes to focus on exams instead
Appointments follow the launch of a new division at Raymond James Ltd. and a retirement announcement from CSI
SRO aims to finalize competency standards by early 2024
Dealers and representatives face issues due to CSI exams being suspended
CSI's Financial Health for Seniors initiative will provide advisors with free resources on serving senior clients
With the CSI's exclusive contract coming to an end in January 2016, the timing appears right for an overhaul
CSI alumni share the good, the bad and the ugly in financial advice