Canada’s Top Wealth Advisors virtual conference, presented by the Globe and Mail, brings together honourees, industry experts and the nation's leading financial advisors to discuss strategies for success in the shifting financial landscape.

4.0 IIROC: Professional Development 24-0012P
4.0 MFDA: Professional Development: MFDA Activity Number 1000006029
4.0 Chambre de la sécurité financière (CSF): CSF23-11-60030 General Subject
4.0 Alberta Accreditation Committee: Life (66352)
4.0 Financial Services Regulatory Authority of Ontario (FSRA): Life or A and S
4.0 Insurance Council of British Columbia: Life or A and S
4.0 Insurance Council of Manitoba: Life or A and S (42898)
4.0 Insurance Councils of Saskatchewan: Life or A and S
4.0 Chartered Professional Accountants (CPA): Verifiable CPD
4.0 Chartered Financial Analyst (CFA): Professional Learning Credits
4.0 CFP/QAFP: 3 Financial Planning, 1 Professional Development (14133)
4.0 CIM/PFP: Professional Development
4.0 Advocis: Practice Management IAS23200004
4.0 Law Society of Ontario Substantive Hours

Hear first-hand from Honourees from Canada's Top Wealth Advisors ranking, along with other industry experts, who will cover key topics from tactics to strengthen client relationships and demonstrate value, to developing the right service model, and navigating risk.


Important to note:
The accreditations with accompanying ID numbers have been approved and issued by the regulatory organization. The accreditations without ID numbers are additional regulatory organization's continuing education (CE) credit(s) that Learnedly believes the course satisfies.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.