@LearnedlyCa

Learnedly provides a simple and engaging learning experience for today's financial services professional. Tweets about the finance and education industry.

 Canada
learnedly.com
Joined March 2017
  • Tweets254
  • Following77
  • Followers51
158Media
Learnedly retweeted
OSC News
@OSC_News15 May 2024
We're pleased to share that #OSCDialogue 2024: Inviting, thriving and secure capital markets is officially sold out! If you would like to be placed on our waitlist or have any questions, please email [email protected]. See you on May 22!
OSC Dialogue: inviting, thriving and secure capital markets. May 22, 2024. Sold out!

ALT OSC Dialogue: inviting, thriving and secure capital markets. May 22, 2024. Sold out!

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We have maintained our policy interest rate at 5.00%. Learn more: bit.ly/3UbsLvS #economy #cdnecon
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Key financial rates and dates for Q2 2024.
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linkedin.com/posts/activity-…

Learnedly Course List 2023.4.6 | John Waldron

This course list is dedicated to the compliance officers who dread the end of a CE Cycle. We heard your frustration and we're building your solution. #building #CIRO #compliance

linkedin.com
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linkedin.com/posts/activity-…

#iiroc #mfda | John Waldron

The regulatory headwinds are strong these days. So it's even more rewarding when we can do the thing we love doing - making education accessible for Canadian financial professionals. This is a free...

linkedin.com
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Learnedly retweeted
CETFA
@cetfassn10 Mar 2023
Work as a #FinancialAdvisor? Need to know more about #ETFs? Head back to school online this weekend. Visit the CE Courses section of our website for interesting CE-eligible credits via @LearnedlyCA. bit.ly/3iIYpkk #professionaldevelopment #ETF
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We're excited to share that Learnedly is a recipient of the Immersive Soft Skills Education Grant! linkedin.com/posts/activity-… @Bodyswaps_VR @Meta

#advisoreducation #investorprotection #innovation | John Waldron

Some exciting news to share! Learnedly was selected for the Immersive Soft Skills Education Grant. Our focus is the Canadian financial services industry, and we're excited to see how to infuse...

linkedin.com
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How to land a job in the financial services sector in Canada. Join us! us02web.zoom.us/webinar/regi…
Written comments to be submitted by December 26, 2022.
CSA_News
@CSA_News27 Sep 2022
Canadian securities regulators propose amendments to implement an access-based model for investment fund reporting issuers. ow.ly/E3Xl50KUyTH

Canadian securities regulators propose amendments to implement an access-based model for investment...

Toronto – The Canadian Securities Administrators (CSA) today published proposed amendments that would provide an alternative to delivering financial statements and management reports of fund perfor...

securities-administrators.ca
Need #CEcredits? Snap Projections has released a brand new #FinancialPlanning course on the @LearnedlyCa platform & are pleased to provide our network with ⚡️free access⚡️ to this course until Dec. 31st. Access instructions on image. Start here: bit.ly/3UFlKBO
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Wishing everyone celebrating Rosh Hashanah a joyful and healthy New Year. Shana Tovah! #RoshHashanah #ShanaTovah
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Learnedly retweeted
CFFiM@CFFiM_FCMFi15 Sep 2022
OSC INVESTOR KNOWLEDGE STUDY The OSC’s Investor Office commissioned Investor Knowledge Study found that Canada has amongst the highest financial literary rates among OECD Countries. Read more: subscribepage.com/osc-invest…
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#IIROC has released their 2021-2022 #AnnualReport: annualreport.iiroc.ca/ #SecuritiesDealers #FinancialServices #FinancialAdvisors #WealthManagement
Well, this review just made our day! Thank you, Karen. Congratulations on this exciting new step in your career! #LLQP #Insurance #InsuranceTraining #CareerDevelopment #FinancialTraining #Learnedly #Review #FiveStartGoogleReview
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Our #ClientFocusedReforms training just got a free upgrade! #CFR Part V: Outside Activities and Positions of Influence is now available to existing and new students of our CFR #training. Learners will see it when they log into their account. learnedly.com/cfr #Learnedly
The image is sharing that a new course has just launched: CFR Part V: Outside Activities and Positions of Influence. The image has icons highlighting various positions of influence.

ALT The image is sharing that a new course has just launched: CFR Part V: Outside Activities and Positions of Influence. The image has icons highlighting various positions of influence.

“For example, the course describes #IIROC’s CE requirements for registrants, which are not the same as the #MFDA’s CE requirements,” John Waldron (he/him) says. “That can create confusion and even resentment towards the content...” wealthprofessional.ca/news/i… @WealthProCA #SRO

Does CPH requirement create an unnecessary burden?

Interim rules for new SRO aimed at mutual fund advisors aren't aligned with public concerns, say stakeholders

wealthprofessional.ca
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Learnedly retweeted
CFFiM@CFFiM_FCMFi9 Aug 2022
A huge congratulations to our 2022 nominees for the IIAC Top Under 40 Award. The recipient of the 2022 IIAC Top Under 40 Award will be announced at the October 27, 2022 IIAC Excellence in Leadership Awards Tribute Dinner. Tickets now on sale: excellenceinleadershipawards…
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Tackling greenwashing requires a long-term approach to ESG: ftadviser.com/investments/20… #ESG #Greenwashing #SustainableInvesting

Tackling greenwashing requires a long-term approach to ESG

Rarely a point of discussion before its first mention in the UN’s principles for responsible investment in 2006, ESG has been thrust into the spotlight in recent years, particularly since the EU’s...

ftadviser.com
Steven Glover has been appointed as Chair of the #MFDA Board of Directors.
Mutual Fund Division, New SRO of Canada@MFDA_News15 Jul 2022
MFDA Bulletin #0910-M - MFDA Board of Directors Update - mailchi.mp/mfda/bulletin-no-…
Learnedly retweeted
CSA_News
@CSA_News14 Jul 2022
CSA announces establishment of new Investor Advisory Panel. To read more: ow.ly/3oKs50JVUje
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