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Morning w/ IA

March 19 @ 9:30 am - 11:30 am

Guaranteed Lifetime Income continues to be a growing concern of Canadians –
Find out about one of the most competitive retirement products that you can offer your clients

  •  FORLIFE series – when its ideal to purchase
  •  Indexia, overview of guarantees, portfolio construction tool,
  • Overview of  new funds, product enhancements for the past year and more..

Presented by:

Mark Holden, Regional Sales Director, Individual Savings and Retirement

2 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 19
    9:30 am - 11:30 am
    Event Category: