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

Managing teams and portfolios through a crisis - advice for advisors

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 8

Professional Development

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Compliance

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FP Canada

Professional Responsibility Credits

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Product Knowledge Credits

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Practice Management Credits

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Financial Planning

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Course Type:

Web Link

Passing Grade:

10/12 (83%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER