by admin | Jan 31, 2017 | Blog, Regulatory
The “Client Relationship Model” (CRM) is a series of initiatives that touch on every aspect of the relationship between investors and participants (including dealers and advisors) in the investment industry. Through CRM, investors will get clear, thorough,...
by admin | Jan 17, 2017 | Blog, Study Tips
Taking professional development courses as an adult can be a challenge. You’re no longer a full-time student with little to worry about besides getting to that 8 a.m. class after a late-night cram session. Now, you have a demanding career, maybe a family and many...
by ext | Nov 15, 2016 | Blog
Like most industries, the insurance industry has a language all its own, and industry-specific acronyms are a big part of that special language. They can give us a quick, simple way to communicate with other people in the industry – as long as you know what all the...
by ext | Aug 19, 2016 | Blog, Study Tips
5 ways study groups can improve your exam success There’s nothing like the memory of late-night study sessions to send shivers down the spines of adults continuing their professional development. But studying doesn’t have to be the challenge that it once was. One way...
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...
