Industry News

Helping advisors find opportunities for accredited continuing education

By IE Staff |

Photo copyright: stockbroker / 123RF Stock Photo

Updated Jan. 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



> 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:

> Jan. 18, 22, 23, 24, 25, 26 – Knowledge Bureau's Advanced T1 Tax Update (Winnipeg, Toronto, Ottawa, Calgary, Edmonton and Vancouver)
The annual Advanced Personal T1 Tax Update comes to a city near you to help you shake out the cobwebs and discuss all the personal and business tax changes you need to know to answer client questions about 2017 tax filings and 2018 tax planning. Join Evelyn Jacks and outstanding instructors from Knowledge Bureau. Earn 10 CE Credits at these day-long CE Summits, which also focus on audit-proofing strategies and the most recent news on proposed changes to family income sprinkling which will take effect Jan. 1. Registration ends Jan. 10. These events that sell out fast, so early registration is recommended: online or call 1-866-953-4769.

> 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.

> Jan. 31 – Introduction to Data Science for Finance (CFA Society Toronto, Toronto)
This one­day, hands­on course provides attendees with knowledge in classic data science methods, which are used as the bases for many financial technologies. At the end of the workshop, participants will apply the Python programming language and essential data science techniques to solve complex financial problems. Register online.

> 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.

New May 6-9 – 2018 IDFA National Conference (Denver Marriot Tech Center, Denver, Co.)
The 2018 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts will come together 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. With a broad mix of technical discussions and case studies, the conference will offer an all-encompassing look at CDFA work. 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