Industry News

Helping advisors find opportunities for accredited continuing education

By IE Staff |

Photo copyright: stockbroker / 123RF Stock Photo

Updated Sept. 25.

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

> Sept. 26 – A More Active Approach to Passive Investing (Sheraton Centre, Toronto)
Join S&P Dow Jones Indices and leading industry practitioners as the pinpoint new ways to help advisors more efficiently construct ETF portfolios while redefining their client value proposition. Accepted for 3-hour CFA credit. Agenda. Register online.

> 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 IFIC.ca for more details.

> Sept. 28 – A More Active Approach to Passive Investing (Hyatt Regency, Montreal)
Join S&P Dow Jones Indices and leading industry practitioners as the pinpoint new ways to help advisors more efficiently construct ETF portfolios while redefining their client value proposition. Accepted for 3-hour CFA credit. Agenda Register online.

> New Oct. 3 – ETF Mythbusters and the Future of ETF Investing (Hotel Grand Pacific, Victoria)
Please join us for the next installment of the ETF Exchange, the TSX ETF Lunch and Learn series, as industry experts from AGF Investments, Evolve Funds, Franklin Templeton Investments, HorizonsETFs, Manulife Investments and Vanguard ETFs share their insights on best practices for trading ETFs and beyond traditional index investing. CE credit pending approval from IIROC. Register online.

> New Oct. 4 – ETF Mythbusters and the Future of ETF Investing (Coast Capri Hotel, Kelowna, B.C.)
Please join us for the next installment of the ETF Exchange, the TSX ETF Lunch and Learn series, as industry experts from AGF Investments, Evolve Funds, Franklin Templeton Investments, HorizonsETFs, Manulife Investments and Vanguard ETFs share their insights on best practices for trading ETFs and beyond traditional index investing. CE credit pending approval from IIROC. Register online.

> New Oct. 5 – ETF Mythbusters and the Future of ETF Investing (Rosewood Hotel, Vancouver)
Please join us for the next installment of the ETF Exchange, the TSX ETF Lunch and Learn series, as industry experts from AGF Investments, Evolve Funds, Franklin Templeton Investments, HorizonsETFs, Manulife Investments and Vanguard ETFs share their insights on best practices for trading ETFs and beyond traditional index investing. CE credit pending approval from IIROC. Register online.

> Updated Oct. 26 – IIAC Investment Industry Hall of Fame (Delta Toronto Hotel, Toronto)
Broadcaster and author Rex Murphy will serve as the master of ceremonies for the induction ceremony. Purchase seats or tables.

> 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. 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 – 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. 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.

> Updated 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

> Updated 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

 

Photo copyright: stockbroker / 123RF Stock Photo