Below are the online group trainings you can now register for on Investia Learning (How to Register?).
04/01 – The Benefits of XPRESSuite (Part II) – Transaction Entry
This course is designed for those who want to increase their proactivity by using the integrated transactional supervision in OrderXPRESS. The focus will be on verifying the suitability of transactions and sharing the Fund Fact sheet before submitting transactions, as well as generating pre-populated forms.
04/15 – Transferring a Client-Name Account to an Investia Nominee Account
If you wish to familiarize yourself with the process of transferring client-name accounts to Investia nominee accounts, this one is for you. We will discuss the benefits this represents for your clientele, as well as the considerations for conducting transfers in a simple and easy way.
04/22 – Internal Transfers – From Basic to Advanced Scenarios
This session is designed for those looking to gain a better understanding of internal transfers, the applicable codifications and forms.
04/29 – Better Understanding Transaction Delays and Rejections and How to Avoid Them
The transactions most frequently subject to delays and rejections will be presented so that you can identify the elements that can help prevent them. Next, head office’s limitations as well as your own will be discussed, along with notifications that are issued in the event of rejections and the actions to be taken.
Continuing Education (CE) Credits
Note that our online group trainings are in the process of being accredited by CIRO. The CSF does not offer CE credits for training activities lasting less than one (1) hour.
Should you have any questions or wish to share feedback about the learning centre, please email us at learning@investia.ca.