Regulator sets supervisory priorities for credential providers
New name of relaunched CLU could create confusion with IAFP, ruling states
Clients can check if an advisor holds these designations and is in good standing with the Institute
Advisors must remind skittish clients there are also risks associated with seemingly safe vehicles
The Institute appoints board of trustees for 2012 term
BMO Life’s Czorny elected to chair board of trustees
IAFP executive director worries that similar acronyms could cause confusion
The CLU Institute, now known as the IAFE, will have more autonomy because it’s no longer attached directly to Advocis
Institute for Advanced Financial Education reaches out to broader audience