• Home
  • About Us
  • Partners
  • SUI Programs
  • SUI Certificates
  • Contact Us
  • Registration Info
  • Testimonials
  • SUI COURSES
    • ONLINE COURSES
    • OPERATIONS & COMPLIANCE
    • PROFESSIONAL DEVELOPMENT
    • PROJECT MANAGEMENT & FINANCE
Partner Links

  


Follow SUI 
 
 
Facebook
Accreditation

 The Institute for Advanced Financial Education

SSL Certificate
SSL Certificate
TESTIMONIALS
N. Circelli, Investment Counselor, Rempart Asset Management

"Important knowledge for anyone in the investment counseling business " 

K Husbands, Portfolio Admin. Rempart Asset Management

"Forces you to consider what will soon be mandatory." 

N. Gill, Compliance Officer, Tempest Capital Corp.

"The course made complex almost daunting requirements seem manageable - Thank-you" 

D. Jones Portfolio Manager, TPF Investment Counsel Corp

"Very good presentation. Very thorough." 

S. Carswell, Operations, CI Private Counsel

"The Full FATCA course took what otherwise could be a language/technology heavy and made it fun and enjoyable." 

M. Faucher, Controller, Palos Management Inc.

"I’ve learned a lot on the next step for FATCA requirements, very clear and fun instructor." 

L. Fortin, Investment Advisor, Industrial Alliance Securities.

"Knowledgeable people. It was worthwhile as I got all the answers to my questions. I would recommend it. Time well invested." 

A. Hrazdira, Compliance Manager, Baskin Financial Services Inc.

“Very engaging - kept us interested."

N. Nizharadze, Compliance Officer, Portland Investment Counsel Inc

“Professional presentation, yet entertaining.”

F. Moleirinho, Regional VP of Business Development, NBCN

"Very informative!"

  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • next ›
  • last »
User login
  • Request new password
Awards

Top 40

Latest News
SUI CEO WINS 2019 WXN Top 100 Most Powerful Women!
ASSET TV & Smarten Up Institute (SUI®) announce PARTNERSHIP
Laurie M Clark one of Canada's Top 100 Most Powerful Women in 2017
IFB Academy launched!
Mutual-fund representatives a step closer to greater ETF access
more
ARTICLES
AML - Look What's Coming
03/26/2018 - 11:14
Blasting open the doors to the banks' data is PSD2
03/26/2018 - 11:05
CAF "BRIDGES to BAY STREET" Project
11/14/2017 - 09:41
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
07/08/2016 - 14:01
more
Industry News

Asset TV Canada

Business News Network

Canadian Business Online

CBC News/Money

Business Week

Bloomberg

The Economist Online

TabbFORUM


All rights reserved. © 2011-2018 Smarten Up Institute.  Site Map
DISCLAIMER & TERMS OF USE  •  PRIVACY POLICY