We are pleased to inform you that a new training module has just been added to the content available on Investia Learning. It is designed to enable you to familiarize yourself at your own pace with the various functionalities of the Advisor Centre.
Here are the topics covered:
- Secure File Upload Tool;
- Client Search and Electronic Signature;
- Notification Tile;
- Document Centre;
- Business Tracker;
- Advisor Dashboard;
- The 360 Newsletter and Other Communications;
- Contact Us.
Continuing education (CE) credits offered
This optional training is intended for Investia representatives, their employees and head office staff. It lasts approximately 50 minutes and qualifies for the following continuing education (CE) credits:
- CIRO: one (1) in Business Conduct;
- CSF: one (1) in General Subjects;
- Advocis: one (1) in Product Knowledge.
If you have any questions or comments about the content available on Investia Learning, please write to us at learning@investia.ca.
