The Certified International Wealth Manager (CIWM) designation offers a new global standard in wealth management proficiency
Those initials can be a powerful marketing tool
As clients ask more questions about the qualifications of advisors, designations can help you stand out
New campaign showcases success stories of designation holders
New resource helps investors understand what certifications mean and how advisors achieve them
Financial advisors soon will be able to develop greater expertise in two areas. The Canadian Institute of Certified Executor Advisors (CICEA), based in Brampton, Ont., has introduced a new designation, while the Toronto-based Canadian Securities Institute (CSI) is expanding the curricula for two of the designations that it offers. The new kid on the block […]
Online tool designed to help clients understand financial credentials and titles
Make your designations part of your value proposition
A new IIROC guidance asks firms to ensure that advisor titles and credentials accurately reflect their qualifications
Regulator proposes best practices so investors aren’t misled