Building Pathways to Inclusive Success

By Advisor.ca and Investment Executive

A common concern when discussing diversity in the financial industry is improving the pipeline of qualified candidates from traditionally marginalized groups. What are some of the best practices and emerging strategies in this area? How are advisory practices and organizations attracting and retaining these candidates?  

During this virtual roundtable, hosted by Advisor.ca and Investment Executive, attendees will learn the steps they can take as individuals and within their organizations to make the industry more attractive to all candidates.  

Sponsored by Fidelity Investments Canada, National Bank Financial Wealth Management, Skyline Wealth and TD.

Building Pathways to Inclusive Success

Accreditation Details

Accreditation body
Competency
Credits

The Institute/IAFE

Practice Management

1.00

Financial Planning

--

Product Knowledge

--

FP Canada

Financial Planning

--

Practice Management

1.00

Product Knowledge

--

Professional Responsibility

--

IIROC Cycle 9

Compliance

--

Professional Development

1.00

FSRA

Life and/or A&S

1.00

CIRO Cycle 10

Professional Development

1.00

Compliance

--

Course Type:

Video

Passing Grade:

10/13 (77%)

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