Break the Bias
By Advisor.ca 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
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
--
Professional Responsibility
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MFDA
Business Conduct - Non-Ethics
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Professional Development
1.00
Course Type:
Web Link
Passing Grade:
11/13 (85%)
