Industry News

Helping advisors find opportunities for accredited continuing education

By IE Staff |

Photo copyright: stockbroker / 123RF Stock Photo

Updated Jan 11.

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


> Jan. 17-25 – Advanced Personal Tax Update Workshops (Knowledge Bureau: Vancouver Jan. 17; Calgary, Jan. 18; Edmonton, Jan. 19; Toronto, Jan. 23; Ottawa, Jan. 24; and Winnipeg, Jan. 25)
These one-day workshops for wealth advisors feature advanced tax planning and compliance updates from Evelyn Jacks, Knowledge Bureau president, and special guest experts. Learn details of 2016 personal tax compliance in time for tax season. Armed with the most current tax changes, advisors will be ready for critical tax questions from families, retirees and investors. Ideal for training staff, too. Earn 10 CE credits, participate in peer-to-peer learning and networking with top advisors. Call 1-866-953-4769 or register online.

> April 20 – 6th Annual PCMA Private Capital Markets Conference (Toronto Board of Trade)
Please join us to interact with leading experts on a range of topics dedicated to helping you grow your business, navigate complex regulatory issues and prepare for the private capital markets opportunities on the horizon, focusing on the Canadian Investors. Register now.

> May 25-26 – Canadian Funds Summit (Sheraton Centre, Toronto)
Hear from influential executives tackling the hottest topics affecting the investment funds industry including regulatory changes, market volatility, new technologies and much more. Stay tuned for a full agenda. More:

> May 28-31 – CIFPs 15th Annual National Conference 2017 (Westin, Ottawa)
Claim up to 25 FPSC verifiable CE credits, 20 Insurance credits or 10 IIROC credits. Register today to get the best price! Find out more.

> June 1-2 – Responsible Investment Association Conference (Hyatt Regency, Vancouver)
Early bird registration opens in the new year.

> June 12-13 – STEP Canada 19th National Conference (Metro Toronto Convention Centre)
The 19th National Conference will feature more than 70 sought after senior speakers who will discuss the latest trends and developments in wealth management. Organizers are counting on another record-breaking year as they plan two-days' worth of invaluable, practical, and timely technical material for practitioners in our industry that just simply can't be found at any other event. Parallel streams will allow participants to select sessions that feature the latest developments in trusts and estates as well practical commentary from our panel of experts. Plenary and concurrent sessions will provide practitioners from all disciplines with timely and relevant information that will add value to their practices. Registration opens mid-January 2017.  More:

> Oct. 26 – IIAC Investment Industry Hall of Fame (Delta Hotel, Toronto)
Call for Nominations to open early 2017. Registration information to follow.

> New Nov 5-8 – Distinguished Advisor Conference (Kelowna, B.C.)
The DAC is Canada's pre-eminent educational event for the top wealth advisors in the tax and financial services. It addresses today's key technical trends and business issues from an academic perspective.  Its delegates and speakers reflect on the outcomes of change in private sector forecasting, domestic and international tax law and economic policy making, as well as the regulations that affect the work that professional advisors do. Experience education differently at a higher standard, in greater depth, with unique networking and socializing opportunities. Call 1-866-953-4769 or register online.

Photo copyright: stockbroker / 123RF Stock Photo