Industry News

Helping advisors find opportunities for accredited continuing education

By IE Staff |

Photo copyright: stockbroker / 123RF Stock Photo

Updated Aug. 2.

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 Sept. 6 – A.M. Best's 2017 Insurance Market Briefing – Canada (Sheraton Centre, Toronto)
A.M. Best analysts will deliver market insights, present an overview of the state of the insurnace industry, and discuss rating trends at this annual complimentary event. A.M. Best will also present updates on the recent changes to its credit rating methodology. Register online:

> Sept. 13-16 – IAFP 15th Annual Symposium (Fairmont Winnipeg, Winnipeg)
The IAFP Symposium has consistently provided a rare opportunity to meet truly advanced financial planners, and to study technical subjects related to financial planning at an advanced level. We invite non-members to join us in 2017. More:

> Sept. 18 –  Focus on Investing for Decumulation (Four Seasons Hotel Toronto)
Helping your clients enjoy their wealth is just as important as helping them build it.  Learn strategies for constructing portfolios that address your client's unique income, risk, and tax needs in the decumulation stage More:

> Sept. 27 – IFIC Annual Leadership Conference (The Carlu, Toronto)
Canada's pre-eminent event for the mutual funds industry. The Leadership Conference forges engagement between industry and policy makers and features an outstanding line up of expert guest speakers and timely discussion panels. The sessions on offer will draw together the industry's most senior leaders and representatives as they explore the way forward for the fund industry and investors. Visit for more details.

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

> 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.

> Nov. 14 – Advocis Symposium 2017 (Fairmont Royal York, Toronto)
Save the date. Tackling the major legal and regulatory issues facing the financial services industry, Symposium brings financial advisors, dealers and MGAs, regulators, politicians and government officials together to debate and exchange their perspectives on the major issues of the day. More:

> Nov. 16, – IFIC Operations Day (Toronto Region Board of Trade, Toronto)
One of IFIC's most popular events. Operations Day is designed to add value to your business and drive results by delivering practical programs to help your organization respond to evolving regulatory and investor demands. The day will feature leaders in their fields sharing current insights to help your organization meet the industry challenges on the horizon.  Visit for more details.

Photo copyright: stockbroker / 123RF Stock Photo