THE 360 NEWSLETTER
We would like to thank everyone who attended our Virtual Best Business Practices Roadshows last week, as well as those of you who took a moment to complete our satisfaction survey. Your feedback was much appreciated!
Presentations on iA Campus
Presentations are now available on iA Campus if you have missed or wish to re-watch any of them. Good news! The presentation on moral and emotional intelligence from our special guest, Chuck Wachendorfer, is also available on iA Campus, but it will be until July 21 only. Don’t miss it!
For any information on how to access the iA Campus platform, we invite you to refer to the following step-by-step guide: How to Access iA Campus
Reference Documents
Here are two useful documents referred to by our keynote speakers during their presentations:
- A Stress Assessment questionnaire, presented by Mr. Wachendorfer;
- Valuable Resources Available at Investia, presented by Marie-Christine Pagé and her Practice Management Team. This document provides an overview of key documents and videos available on the Advisor Centre.
Continuing Education (CE) Credits
For presentations that are eligible to CE credits, note that the accreditation process is currently underway. Stay tuned as more details on certificate delivery will be provided in an upcoming 360 communication. As a reminder, no CE credits will be granted for presentations viewed only on iA Campus.
Should you have any questions related to this or any of our events, please do not hesitate to contact us by email at events@investia.ca
Also in this issue
- HollisWealth Advisors Only – Upcoming FundEX and Investia Merger – Checklist of Key Materials
- Improvements to Investia Advisor Centre
- Two Improvements to Investia Mobile App
- Investment Objective Suitability – 15% Variance and Change of Terminology
- Statutory Holiday on June 24 and July 1 – 360 Newsletter and Business Hours
- Economic and Financial Bulletin – Vaccination – Canada Takes the Lead (IAIM)
- Policy Transfer – The Importance of Planning in Advance (PPI)
- Update on IA Clarington Canadian Leaders Class
- Eric Bushell Retirement Announcement
- Monthly Market Snapshot – June 2021