THE 360 NEWSLETTER

Following the January 18, 2024 communication, we are pleased to inform you that you can now register for the following online group trainings:

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

These trainings are offered by our instructors on a recurring weekly basis. Several time slots are scheduled, so all you have to do is select the one(s) that suit(s) you best.

How to register?
For step-by-step instructions, please read the How to Register for an Online Group Training procedure, which is also available on the Advisor Centre under Guides & Training / Technological Tools.

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