THE 360 NEWSLETTER

Presentations on Investia Learning
We would like to inform you that recordings of the presentations from last month’s National Business Conference, which was held from October 4 through 6, 2023, are now available in the “Highlights” section of Investia Learning.

CE credits
Below you will find a summary of CE credits granted for each eligible presentation:

Unveiling iAFG: Dive into Our Business and Portfolio Management Strategies & the Economy and the Capital Market

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

iA Clarington Panel: Opportunity in the Markets

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

The Big Shift – Thinking Differently

• 1 CE credit in Mutual Funds from the CSF
• 1 CE credit in SFPA from the IQPF
• 1 CE credit in Financial Planning from Advocis
• 1 CE credit in Professional Development from the MFDA (CIRO)

A tug of war between labour and inflation: Investing through volatility

• 1 CE credit in Mutual Funds from the CSF
• 0.5 CE credit in Financial Planning & 0.5 CE credit in Product Knowledge from Advocis
• 1 CE credit in Professional Development from the MFDA (CIRO)

Eight billion reasons why capital investment matters again

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

Business Continuity, Business Transition and Succession Planning

• 1 CE credit in General Subjects from the CSF
• 1 CE credit in Practice Management from Advocis

Market Opportunities

• 1 CE credit in Mutual Funds from the CSF
• 1 CE credit in Financial Planning from Advocis
• 1 CE credit in Professional Development from the MFDA (CIRO)

Strategies on How to Improve Business Efficiency

• 1 CE credit in General Subjects from the CSF
• 1 CE credit in Practice Management from Advocis

Cybersecurity – The ever-evolving threat landscape

• 1 CE credit in Compliance from the CSF
• 1 CE credit in Standards, Ethics and Business Conduct (SC) from the IQPF
• 1 CE credit in Ethics from Advocis
• 1 CE credit in Business Conduct from the MFDA (CIRO)

Notes:

• Certificates will be sent by email in the coming days to each person who attended the live presentations. Certificates will be emailed separately for each eligible presentation.
• As a reminder, CE credits are valid for a period of one (1) year.

If you have not received your certificates by November 30, 2023 after ensuring they are not in your Spam folder, please contact us by email at events@investia.ca. For any information regarding CE accreditation, please contact us at sales_communications@investia.ca

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