Loading Events

« All Events

  • This event has passed.

Morning w/ BMO

March 13 @ 9:00 am - 10:30 am

Think you know everything there is to know about BMO’s offering ?
Challenge on!
Join us for a session that will be focused on showcasing our strengths at BMO Insurance and our product offering sweet spots.


Demystifying Segregated Funds

Presenters :

Faiza Bhatti, Business Development Manager

Caroline Yong, Business Development Manager

1 pdu

Professional Development Requirements
  • The Regulation of the Chambre de la sécurité financière respecting compulsory professional development applies to every professional holding an authorization issued by the Autorité des marchés financiers - details HERE
  • The CSF has designed a range of ProEthics online training bundles tailored to your needs and the field of practice in which you operate - details HERE
**MANDATORY COMPLIANCE**Every two reference periods (every four years), three of the PDUs a representative must accumulate in the subjects of compliance with standards, ethics and business conduct must be obtained during a training activity developed by the CSF and offered by it or in partnership with it.
Important – Meetings
  • According to the rules of the CSF – An Advisor arriving more than 5 minutes past the scheduled start time, may not receive a pdu for that hour. Kindly respect the start time
  • Only registered participants will be notified of any change (location/time change, cancelled meeting ect.) To avoid any unnecessary inconvenience, please be sure to reserve your spot for all meetings you would like to attend.
  • Keep track of all meeting you attend with the COPOLOFF TRACKING FORM
  • Details

    March 13
    9:00 am - 10:30 am
    Event Category: