Managing teams and portfolios through a crisis - advice for advisors
By Advisor's Edge and Investment Executive
Market volatility and remote working have combined to make 2020 a challenging year for any financial advisor. Nonetheless, your clients and team members rely on you to provide clear counsel and direction.
In this course practitioners and subject-matter experts share their advice for managing teams and portfolios successfully during a crisis - and beyond.
Sponsored by Fidelity Investments Canada, Manulife Investment Management and National Bank Financial – Wealth Management.
Credits pending - IIROC, FP Canada
IIROC Cycle 8
Professional Responsibility Credits
Product Knowledge Credits
Practice Management Credits