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TESTIMONIALS
R. Kwok, Analyst, NBCN

"Well paced presentation. Very informative."

M. Raposo, VP Securities and Treasury Operations, HSBC

"FATCA – a very complicated initiative facilitated in a very simple, clear and interactive manner."

T. Hipple, Accounting, Friedberg

"Making dry material exciting. Entertaining presentation of a dry subject."

J. Macrae, VP, Freidberg

"Smarten Up Institute turned a mind numbing subject into an informative and engaging experience. Course was presented in a manner that kept an incredibly boring topic interesting for an entire day. "

J. Kiani, Manager, CI Investments

"I enjoyed and learned a lot about FATCA. The session was well organized and very informative and productive."

D. Gherghel, Product Support CI Investments

"Excellent presentation – made a sleep inducing subject interesting and entertaining."

H. Shang, Java / C / C++ Programmer

"Surprising. It’s not only for Operations staff, but for anyone that wants to understand the business behind the securities and financial industries."

New to the industry and really really keen!

P. Yee, Supervisor, Partner & Client Care, Credential Financial Inc.

"Very experienced and knowledgeable staff."

A long time veteran and unlike many, understands MARGIN really well!

G. Bains, VP Internal Controls & Financial Analysis, Canaccord Financial Inc.

“Great course for those who don't understand how much is done in the background of a Broker-Dealer.”

Pretty smart guy and respected in the community.

A. Fisher, Manager IT Business Services, Canaccord Financial Inc.

"Business Analysts new to the industry will benefit alot from the knowledge shared in this course."

Manager of IT Business Services who understands the challenges of learning the financial business from an IT perspective.

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Awards

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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

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