Industry News

Helping advisors find opportunities for accredited continuing education

By IE Staff |

Photo copyright: stockbroker / 123RF Stock Photo

Updated Dec. 15.

Investment Executive is compiling a list of events (conferences, roadshows, webinars, etc.), in order to help advisors find accredited continuing education (CE) opportunities.

Events are listed by date, and grouped by month, based on a calendar year, and the event calendar will be updated weekly.

If you are interested in having your event listed here, please contact



> New Jan. 11 – Private Client Investment Management – Are You Ready for Your Next OSC Audit? (CFA Society Toronto, Toronto)
Learn what is expected of online advisers and enhance your understanding of compliance obligations for "one person" portfolio manager firms, including best practices for preparing and developing a business succession plan. Register online.

> Jan. 16 – Machine Learning Fundamentals for Financial Professionals (Thomson Reuters Customer Centre, Toronto)
Join CFA Society Toronto and Thomson Reuters for this hands-on presentation on Machine Learning Fundamentals for Financial Professionals. Attendees do not need to be proficient in programming but a basic understanding of key concepts is helpful. Register online.

> Jan. 16-17 – Investment Advisor Forum (New York Marriott Marquis, New York, N.Y.)
Transform knowledge into value for you, your clients, and the industry with the latest from the nation's leading thought leaders and practitioners in finance, economics, behavioral science, business management, client service, and more at IMCA's 2018 Investment Advisor Forum. More:

> New Jan. 24 – 2018 Equity Investment Symposium (TMX Broadcast Centre, Toronto)
CFA Society Toronto invites a series of influential portfolio managers of large proprietary funds to unveil their market outlooks and top investment ideas. Register online.

> New April 5 – 10th Annual Spring Pension Conference (Toronto Region Board of Trade, Toronto)
CFA Society Toronto welcomes some of North America's top pension experts addressing the current challenging investment environment, best practices and tools to provide you with the insights and background for management of today's investment portfolios. Register online.

> June 10-13 – CIFPs 16th Annual National Conference 2018 (Halifax, Nova Scotia)
Claim up to 25 FPSC verifiable CE credits, 20 Insurance credits or 10 IIROC credits. Register online today to get the best price!

> Nov. 11-14 – 15th Annual Distinguished Advisor Conference (Quebec City)Take a more strategic look at the new issues that shape tax and economic policy in Canada and what they mean for wealth management professionals and their clients. Earn up to 15 CE/CPD Credits. Register today to get the best price!


Photo copyright: stockbroker / 123RF Stock Photo