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 The Institute for Advanced Financial Education

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TESTIMONIALS
M. Burroni, AVP Product, Horizons ETFs

“The Advanced Exchange Traded Fund program is a good next level course for all money managers to use for a true understanding of the Canadian ETF market." 

J. Hill, VP Business Development, ITG

“Loved the informal, conversational delivery." 

J. Hue, Compliance Officer, Aligned Capital Partners

“Very imformative. Tones down the legalese of FATCA." 

S. Esmail, Controller, Vantage Point Investment Management Inc.

“Very well presented, very practical." 

D. Banyard, Administrator, Cornerstone

“Excellent Course. Made sense of FATCA." 

L. Bryant, Matco Financial

“Well presented and so informed." 

P. Keenlyside, Portfolio Manager, Keenlyside and Company

“For the small practitioner, this provides a terrific basis for regulatory issues and challenges! I strongly recommend the Smarten Up Institute!" 

C. Heese-Boutin, Administrator, Jacob Securities

“Excellent content pace and facilities. It was useful." 

A. Whitehead, Operations, Newport Private Wealth Inc.

“All Awesome Thanx!” 

E. Taliano, Investment Representative, Rothenberg Capital Management

"It made a complex subject easy to understand. " 

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SUI CEO WINS 2019 WXN Top 100 Most Powerful Women!
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IFB Academy launched!
Mutual-fund representatives a step closer to greater ETF access
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ARTICLES
AML - Look What's Coming
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CAF "BRIDGES to BAY STREET" Project
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Independent Financial Brokers of Canada chooses SUI and SmartDirect®
11/14/2017 - 08:52
SUI included in Policy 8, Rule 1.2.3 - subset of NI 31-103 - ETF Licensing & CE
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