Industry News

Helping advisors find opportunities for accredited continuing education

By IE Staff |

Photo copyright: stockbroker / 123RF Stock Photo

Updated Nov. 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 events@investmentexecutive.com.

 

2017

> Nov. 13-15 – The 2017 IDFA Canadian Series Conference (Sheraton Centre, Toronto)
This conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts will come together for 2.5 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients. Eligible for credits from Advocis and FPSC. More: https://institutedfa.com/2017conference/Toronto/

> Nov. 14 – TSX ETF Lunch and Learn Series (Lord Elgin Hotel, Ottawa)
Industry experts from as industry experts from BMO ETFs, Desjardins ETFs, Horizons ETFs, iShares, First Asset and RBC share their insights on "Best Practices for Trading ETFs" and "Beyond Traditional Index Investing". CE credits pending approval from IIROC. 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: http://www.advocis.ca/Symposium2017/

> Nov. 15 – 2017 Annual Investment Dinner: The Future State of Finance (Fairmont Royal York, Toronto)
This year's line-up for the fireside chat will include global thought leaders who will be diving into the industry's hottest topics and defining the trends which are reshaping the future state of the industry. Register online.

> Nov. 16 – TSX ETF Lunch and Learn Series (IATA Conference Centre, Montreal)
Industry experts from as industry experts from BMO ETFs, Desjardins ETFs, Horizons ETFs, iShares, First Asset and RBC share their insights on "Best Practices for Trading ETFs" and "Beyond Traditional Index Investing". CE credits pending approval from IIROC. Register online.

> 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 IFIC.ca for more details.

> Nov. 21-22 – FPSC's Financial Planning Week Events (Toronto Reference Library / Arcadian Court, Toronto)
Register Now: Financial Planning Standards Council's Financial Planning Week events are a must-attend for CFP professionals, FPSC Level 1 certificants, and industry stakeholders. The Celebration of the Profession, Ethics Breakfast Session, and CFP Professional Symposium all sold out last year in Toronto. Connect, recruit and learn at the 2017 FPW events in Toronto. Register Now: https://www.eply.com/fpw2017

> Nov. 22 – TSX ETF Lunch and Learn Series (Hamilton Club, Hamilton)
Industry experts from as industry experts from BMO ETFs, Desjardins ETFs, Horizons ETFs, iShares, First Asset and RBC share their insights on "Best Practices for Trading ETFs" and "Beyond Traditional Index Investing". CE credits pending approval from IIROC. Register online.

> Nov. 24 – FPSC's Financial Planning Week Events (Hyatt Regency, Vancouver)
Register Now: Financial Planning Standards Council's Financial Planning Week events are a must-attend for CFP professionals, FPSC Level 1 certificants, and industry stakeholders. The Ethics Breakfast Session and CFP Professional Symposium both sold out last year in Vancouver. Connect, recruit and learn at the 2017 FPW events in Vancouver. Register Now: https://www.eply.com/fpw2017

> Nov. 28 November – Data Manipulation with Excel Part 2 (CFA Society Toronto, Toronto)
This hands-on course is intended for anyone who uses Excel extensively and who is already comfortable with the skills taught in Part 1. The session covers advanced-level Excel topics that are required to manage and analyze data. Register online.

> Nov. 29 – Energy and Infrastructure Finance (The Inn of Waterloo, Waterloo, Ont.)
Jim Cahill and Cam Di Giorgio will present insights into the characteristics of project debt financing for energy and infrastructure in Canada and the range of vehicles available to institutional investors to participate. Register online.

> New Nov. 30 – The Role of Corporate Governance and Culture in Achieving Sustainable Returns (Albany Club, Toronto)
Join us in collaboration with the Institute of Corporate Directors for an engaging panel discussion on how investing in corporate governance and culture can help your company achieve sustainable returns. Panel speakers include Kathleen Taylor, chair of the board, Royal Bank Canada, and Paul Schneider, head of corporate governance – public equities, Ontario Teachers' Pension Plan. Register online.

> Dec. 4 – VBA for Finance Professionals (Creating Macros) (CFA Society Toronto, Toronto)
This hands-on two day course focuses on the skills needed to harness the power of macros to help automate worksheet processes. Participants will learn to design, build and error check macros that are robust and easy to use. Register online.

 

2018

> Jan. 16-17, 2018 – 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: www.investmentsandwealth.org/IAF

> June 10-13, 2018 – 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, 2018 – 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!

 

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