The Certified International Wealth Manager (CIWM) designation offers a new global standard in wealth management proficiency
New campaign showcases success stories of designation holders
Certificate in Personal Banking provides rookie financial services professionals with a solid foundation in investing, lending and relationship management
In an effort to raise standards of proficiency, program offers training in financial planning and building a mutual funds practice
New credential provides advisors with specialized knowledge beyond licensing requirements
Amendments designed streamline communications with investors who hold securities through intermediaries
Investors and financial institutions place higher premium on experience, expertise and credentials
Rules come into force on Sept. 28
Chartered Professional Strategic Wealth is designed to help advisors grow business in rapidly expanding marketplace
Pilot program offers students new on-demand learning option