Break the Bias

By Advisor's Edge and Investment Executive

Up your advisory game by overcoming the barriers associated with bias.

Thanks to long-standing, deep-seated stereotypes, women clients may be thought of as lesser investors than their male counterparts, despite research demonstrating otherwise. This year's Women in Finance virtual roundtable discussion, hosted by Advisor's Edge and Investment Executive, digs into the strategies, tactics and fact-based research that can help financial advisors serve all their clients better. 

 

Sponsored by Fidelity Investments Canada, NEI Investments, Sun Life Global Investments and TD Wealth 

Break the Bias

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 9

Compliance

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Professional Development

1.00

FP Canada

Financial Planning

1.00

Practice Management

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Product Knowledge Credits

--

Professional Responsibility Credits

--

MFDA

Business Conduct

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Professional Development

1.00

Course Type:

Web Link

Passing Grade:

11/13 (85%)

Brought to you by:

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