THE 360 NEWSLETTER

We would like to inform you that the accreditation process for the presentations held at our 2023 Virtual Best Business Practices Roadshows (June 5-8) is now complete.

Now on Investia Learning
For those who missed the presentations or wish to replay, you may now access the presentations on Investia Learning under the “Highlights” section.

Accreditation Information
For those who attended the event live, certificates are being sent out this week by email from events@investia.ca.

For those who will be viewing the presentations on Investia Learning, we invite you to refer to the How to Generate a Training Certificate, when generating your certificate(s).

Below are details of the accreditation by presentation:

Investia Initiatives Update

• 1 CE credit in Professional Development from the MFDA
• 1 CE credit in Financial Planning from Advocis
• 1 CE credit in General Subjects from the CSF

Best Cybersecurity Practices for Entrepreneurs

• 1 CE credit in Business Conduct from the MFDA
• 1 CE credit in Ethics from Advocis
• 1 CE credit in Compliance with standards from CSF

Launch of Cybersecurity Support Program

• 1 CE credit in Business Conduct from the MFDA
• 1 CE credit in Ethics from Advocis
• 1 CE credit in Compliance with standards from the CSF
• 1 CE credit in Compliance with standards from the IQPF

Privacy Best Practices

• 1 CE credit in Business Conduct from the MFDA
• 1 CE credit in Ethics from Advocis
• 1 CE credit in Compliance with standards from the CSF
• 1 CE credit in Compliance with standards from the IQPF

Best Practices for an Efficient Business Process

• 1 CE credit in Business Conduct from the MFDA
• 0.75 CE credit in Ethics from Advocis
• 1 CE credit in Compliance with standards from the CSF
• 1 CE credit in Compliance with standards from the IQPF

A Differentiated Approach for Complex Markets

• 1 CE credit in Professional Development from the MFDA
• 1 CE credit in Product Knowledge from Advocis
•  1 CE credit in Mutual Funds from CSF

The Economy and the Capital Markets (2023-06)

• 1 CE credit in Professional Development from the MFDA
• 1 CE credit in Financial Planning from Advocis
• 1 CE credit in General Subjects from the CSF
• 1 CE credit in SFPA from the IQPF

Important Reminders

It is the responsibility of insurance licensed advisors to verify the courses qualify for CE credit(s) in their respective jurisdiction(s).

Also, according to Advocis, the content of these presentations may correspond to one of FP Canada's continuing education categories. However, it remains the responsibility of the QAFP and/or CFP Professional to obtain confirmation in this regard from FP Canada.

Should you have any questions or wish to share feedback or suggestion about our event, please contact us by email at events@investia.ca.