Online Group Trainings Now Available on Investia Learning

Following the January 18, 2024 communication, we are pleased to inform you that you can now register for the following online group trainings:

• Nominee Fee-Based Accounts Program – The Service Offer;
• Nominee Fee-Based Accounts Program – The PureFees System;
• Advisor Dashboard; 
• Model Portfolios and Risk and Objective (R&O) Calculator.

These trainings are offered by our instructors on a recurring weekly basis. Several time slots are scheduled, so all you have to do is select the one(s) that suit(s) you best.

How to register?
For step-by-step instructions, please read the How to Register for an Online Group Training procedure, which is also available on the Advisor Centre under Guides & Training / Technological Tools.

Should you have any questions or wish to share feedback about the learning centre, please email us at learning@investia.ca.