We would like to inform you that the presentation accreditation process for last year’s National Business Conference, held from October 8 through 10, 2024, is now complete. Please find below the details of CE credits granted for each eligible presentation.
Accreditation information
One-Ticket Diversification for Complex, Ever-Changing Markets
- This presentation does not meet CIRO’s CE requirements
- 1 CE credit in Product Knowledge from Advocis
CIRO’s regulatory update
- 1 CE credit in Business Conduct from CIRO
- 1 CE credit in Ethics from Advocis
State of Cyber Threats (not accessible on Investia Learning. Accreditation is valid if attended on the date of the event only)
- 1 CE credit in Business Conduct from CIRO
- 1 CE credit in Ethics from Advocis
Shaping Tomorrow: Industry Evolution and Advocacy (not accessible on Investia Learning. Accreditation is valid if attended on the date of the event only)
- 1 CE credit in Professional Development from CIRO
- 1 CE credit in Financial Planning from Advocis
Breaking Down Borders: Seizing Opportunities in Cross-Border Wealth Management
- 1 CE credit in Professional Development from CIRO
- 1 CE credit in Financial Planning from Advocis
Business growth and tax-effective strategy: Leveraging Individual Pension Plans (IPP)
- 1 CE credit in Professional Development from CIRO
- 1 CE credit in Financial Planning from Advocis
The Economy and the Financial Markets
- 1 CE credit in Professional Development from CIRO
- 1 CE credit in Financial Planning from Advocis
If you are also licensed in Quebec, please click here to access the list of eligible presentations from the French conference held in Charlevoix on October 17 and 18.
Please note that none of the presentations of the National Business Conference is accredited with Quebec’s Chambre de la sécurité financière (CSF).
Certificates
Each person who participated in the live presentations will shortly receive, if they haven’t already, their CE credits in a separate email for each eligible presentation.
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If you have not received your certificates after ensuring they are not in your spam folder, please contact us by email at events@investia.ca.
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Please note that CE credits are valid for one (1) year, unless specified otherwise. We also remind you that only licensed assistants and Representatives are eligible to earn CE credits for this conference.
Accreditation reminders
- It is the responsibility of insurance-licensed Representatives to verify that courses qualify for CE credits in their respective jurisdiction(s).
- According to Advocis, the content of these presentations may correspond to one of FP Canada’s continuing education categories. However, it is the responsibility of QAFP and/or CFP credential holders to obtain confirmation in this regard from FP Canada.
Reporting of attendance on CERTS
Investia will report your participation in the National Business Conference to CIRO. The time required to update the CE Reporting and Tracking System (CERTS) platform varies according to their internal processing.
Conference replays on Investia Learning
For those who missed the conferences or wish to view them again, you may now access them on Investia Learning under the “Highlights” section. Note that recordings viewed on Investia Learning are also eligible for accreditation, except for the presentations Shaping Tomorrow: Industry Evolution and Advocacy and State of Cyber Threats, as indicated above.
Additional information
If you have any comments or questions or wish to obtain additional information, please feel free to contact us through one of the following methods, depending on the subject: