Market volatility and remote working have combined to make 2020 a challenging year for any financial advisor. Nonetheless, your clients and team members rely on you to provide clear counsel and direction.
In this webinar that aired live on Thursday, November 5, 2020 at 11:00 AM ET, practitioners and subject-matter experts share their advice for managing teams and portfolios successfully during a crisis — and beyond.
- Caroline Goode, Investment Advisor, Portfolio Manager, National Bank Financial – Wealth Management
- Vivian Hsu, Director, ETFs, Fidelity Investments Canada
- Catherine Milum, Head of Wealth Sales, Wealth and Asset Management, Canada at Manulife Investment Management
Moderated by: Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive
This webinar is part of Advisor’s Edge & Investment Executive’s Women in Finance series.
Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada and IIROC for continuing education credits.
If you watched the live webinar on Thursday, November 5, 2020 at 11:00 AM ET, an email notification will be sent with instructions on how to obtain your CE certificate from FP Canada and IIROC. This can typically take up to 6 weeks after the live webinar.
For those who missed the live webinar on Thursday, November 5, 2020 at 11:00 AM ET, the recording is available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.
If you have any questions, please contact continuing.education@Newcom.ca