We would like to inform you that the presentation accreditation process for the Best Business Practices Roadshows, held from June 2 through 5, 2025, is now complete. Please find below the details of CE credits granted for each eligible presentation.
Accreditation information
Economy, Markets and Politics: The Times, They Are A-Changin
- 1 CE credit in Professional Development from CIRO
- 1 CE credit in Financial Planning from Advocis
- 1 CE credit in General Subjects from the CSF
Elite Pools and Portfolios
- This presentation does not meet CIRO’s CE requirements
- 1 CE credit in Product Knowledge from Advocis
- 1 CE credit in Mutual Funds from the CSF
Process Review – Optimizing your Business
- 1 CE credit in Professional Development from CIRO
- 1 CE credit in Financial Planning from Advocis
- 1 CE credit in Mutual Funds from the CSF
The Opportunity in Europe
- This presentation does not meet CIRO’s or the CSF’s CE requirements
- 0.75 CE credit in Product Knowledge from Advocis
The AI tsunami
- 1 CE credit in Professional Development from CIRO
- 1 CE credit in Financial Planning from Advocis
- 1 CE credit in General Subjects from the CSF
Certificates
Each person who participated in the live presentations will shortly receive their CE certificates by email for each eligible presentation. 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.
Investia will report your participation in the 2025 Virtual Best Business Practices Roadshows to CIRO. The time required to update the CE Reporting and Tracking System (CERTS) platform varies according to their internal processing.
Presentation 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.
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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:
- Accreditation: sales_communications@investia.ca
- Investia Learning: learning@investia.ca
- Events: events@investia.ca
- Other: investia@investia.ca or 1-888-684-5548
