Education

Showing 1-10 of 10 results
Grant Vingoe, LL.M, ICD.D Free
(0 vote)

Grant Vingoe, LL.M, ICD.D

February 2021 / No Comments

This talk is looking forward into the future of our industry, from the perspective of the top Ontario securities regulator.

  • Teacher FMFD_CE
  • (0 vote)
  • 0 Students
Paul Desmarais III Free
(0 vote)

Paul Desmarais III

February 2021 / No Comments

Paul will bring his unique perspective to everything impacting the mutual fund channel which is pretty much everything.  Paul will bring in aspects not discussed by others, for e.g., fintech…

  • Teacher FMFD_CE
  • (0 vote)
  • 0 Students
Navigating investment industry Trends Free
(0 vote)

Navigating investment industry Trends

February 2021 / No Comments

This session provides an overview of significant investment industry trends impacting financial advisors and their clients, including demographics and their influence on financial services distribution, accelerated digitization amid the pandemic…

  • Teacher FMFD_CE
  • (0 vote)
  • 0 Students
Winning by a Seat – Building and Inspiring Advisory Teams Free
(0 vote)

Winning by a Seat – Building and Inspiring Advisory Teams

February 2021 / No Comments

The most effective team training and coaching anticipates future skill deficiencies rather than just addressing current observed skill gaps. The very nature of the constantly evolving investment industry necessitates an…

  • Teacher FMFD_CE
  • (0 vote)
  • 0 Students
Restoring the Independent Advice Channel to Prominence Free
(0 vote)

Restoring the Independent Advice Channel to Prominence

February 2021 / No Comments

Competitive pressures have slowly been taking the wind out of the independent dealer’s sails.  Those pressures have come from all sides and it’s been a concern in the industry for…

  • Teacher FMFD_CE
  • (0 vote)
  • 0 Students
A Legal Panel of Current Mutual Fund Distribution Topics Free
(0 vote)

A Legal Panel of Current Mutual Fund Distribution Topics

February 2021 / No Comments

Nothing’s off the table with this panel and there’s no shortage of things to tackle; we’ll hear their perspectives on the impact on the industry of the most common recurring…

  • Teacher FMFD_CE
  • (0 vote)
  • 0 Students
English EN French FR