Building Pathways to Inclusive Success
By Advisor.ca and Investment Executive
A common concern when discussing diversity in the financial industry is improving the pipeline of qualified candidates from traditionally marginalized groups. What are some of the best practices and emerging strategies in this area? How are advisory practices and organizations attracting and retaining these candidates?
During this virtual roundtable, hosted by Advisor.ca and Investment Executive, attendees will learn the steps they can take as individuals and within their organizations to make the industry more attractive to all candidates.
Sponsored by Fidelity Investments Canada, National Bank Financial Wealth Management, Skyline Wealth and TD
Accreditation Details
Accreditation body
Competency
Credits
The Institute
Practice Management
1.00
Financial Planning
--
Product Knowledge
--
FP Canada
Financial Planning
--
Practice Management
1.00
Product Knowledge Credits
--
Professional Responsibility Credits
--
IIROC Cycle 9
Compliance
--
Professional Development
1.00
Course Type:
Video
Passing Grade:
10/13 (77%)
