THE 360 NEWSLETTER

We are pleased to inform you that, in addition to the digital courses available on Investia Learning, you will soon be able to register for various online trainings given by our instructors. These courses will be in the form of virtual classrooms with the ability to interact with the instructor, as well as other participants.

There are many advantages to learning in small groups. In particular, it’s an opportunity to interact with other participants who share your professional reality and interests, enhancing the learning experience. What’s more, our instructors will be able to ensure effective follow-up with participants if additional training or support is needed.

At the launch in February, you will be able to register for the following online trainings:

• Nominee Fee-Based Account Program – The Service Offer;
• Nominee Fee-Based Account Program – The PureFees Operating System;
• Advisor Dashboard;
• Model Portfolios and Risk and Objective (R&O) Rebalancing Calculator.

Stay tuned for The 360 Newsletter on February 1 to find out more about the launch of this initiative and the registration process.

Continuing education (CE) credits
At the moment, these online trainings do not offer continuing education credits, but we invite you to stay tuned for future editions of our newsletter to find out about future accredited activities. We value the importance of CE credits, and we are committed to providing you with as much accredited content as possible.

Should you have any questions or wish to share feedback about the learning centre, please email us at learning@investia.ca.