Enhancing the professionalism of financial advisors in the best interests of the consumer

Event information for Greater Vancouver

 Event Detail
Organized by: Chapter     
Event Title: Best Practice CE Session: Protect Your Practice  Event Type: Seminar 
Start: 10/13/2011 End: 10/13/2011 Start Time: 9:00 AM End Time: 12:15 PM

Using Best Practice and E&O to Protect Your Practice against claims

Session Format

A 2-hour facilitated seminar with:

  • Expert video interviews covering:
    • The importance of E&O coverage - why you need it
    • Protection for Your Practice - what to look for
    • When Claims Occur - how to deal with them
  • A group discussion on best practice to ensure clients understand your recommendations
  • A case study exercise on building a successful defence to liability claims

CE Accreditation:

Accredited for 3 CE credits

APA Certificate Holder Benefit:

Those who attend the full session are eligible for a 5% discount for three years.

View the presenter bios here.

CE Credits: 3 
Location PPI Solutions (BC) Inc.
2050-1050 W. Pender St.
Vancouver, BC V6E 3S7
Contact Emel Tetiker

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   7/6/2011     
For Member: $ $50.00 $   
For non-member: $ $125.00 $