CFA Institute Announces Regulatory Milestone in Canada

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After the new Rule Book takes effect on June 1st, passing the Level I CFA® exam will serve as an alternative to the Canadian Securities Course. Another change: the CFA® charter will meet IIROC's “proficiency requirements for registration categories in portfolio management, dealing with retail clients and for supervisory research analysts.” CFA Institute President and CEO Margaret Franklin commented in the release, "the CFA charter has long added to Canada's emphasis on putting investors' interests first and enabling markets to function at their best.”



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