Real Talk on Mentorship
By Advisor.ca and Investment Executive
Mentorship is often touted as a way to support the next generation of financial advisors, a path to finding and educating a successor, and a rewarding way to give back. But what makes a mentorship relationship successful?
This virtual roundtable, presented by Advisor.ca and Investment Executive, will discuss their experiences with mentoring and being a mentee. Attendees will receive practical advice on how to find a mentor, tips for a strong relationship, and how mentoring can nurture both a practice and a career.
Sponsored by CI Global Asset Management and TD Wealth, and thank you to our Industry Association Partner, WCM.
In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.
Accreditation Details
Accreditation body
Competency
Credits
CIRO Cycle 10
Professional Development
1.00
Compliance
--
FP Canada
Professional Responsibility
--
Product Knowledge
--
Practice Management
1.00
Financial Planning
--
FSRA
Life and/or A&S
1.00