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.

Accreditation Details
Accreditation body
Competency
Credits
IIROC Cycle 8
Professional Development
1.00
Compliance
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FP Canada
Professional Responsibility Credits
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Product Knowledge Credits
--
Practice Management Credits
1.00
Financial Planning
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