THE 360 NEWSLETTER
In the spirit of continuous improvement, we are pleased to inform you that a new section has been added to the Investia Learning homepage to highlight available accredited content.
In this new section entitled Continuing Education (CE) credits offered, you will find all the accredited courses and conferences grouped together to allow you to access them more easily:
Useful Reference Materials
Need help navigating through the platform? As a reminder, we have two procedures to help you search for content and generate certificates on Investia Learning:
Investia Learning – Quick Overview
Investia Learning – How to Search for Content by PDUs
Investia Leaning – How to Generate a Training Certificate
These documents can be found on the Advisor Centre under Guides & Training / Practice Management.
Should you have any questions or require additional information, please do not hesitate to contact your Practice Management & Training Specialist.
Also in this issue
- Advisor Applications Security Update – Integration of Multi-Factor Authentication
- Availability of March 31, 2023 Statements
- Elimination of Deferred Sales Charges (DSC) and Low Sales Charges (LSC)
- Virtual Best Business Practices Roadshows – Save the Dates
- FHSA – Updated Client Article and Availability in Univeris
- Interfund Switch Form and Signature Guarantee (Investia Nominee Accounts)
- New Client Article
- Reminder – System Maintenance Weekend of April 21, 2023
- Compliance Inquiries and Account Supervision Email Address – Clarification
- Upcoming Live Training Webinar on nesto – More Information
- The Chronicles of our Cyber-Experts
- Learning From Experience – Rimba’s Story (PPI)
- Cheques Made Payable to FundEX and Online Payment (EFT)