“Membership Update”
Chris Hudson, CFP, CLU, CHS
Katie Davis
Advocis Durham Board Executives
“Advocacy Update”
Irene Walsh, CFP, CLU, RIS
Advocis Durham Board Executive
“Ethics and Professional Responsibility in Practice”
(Eligible for Professional Responsibility Credit for CFP®)
Advocis Durham Board Executives
Revised to reflect FP Canada’s updated Standards of Professional Responsibility
(effective January 2019).
Prior to starting this course, participants are required to download and review the Standards of Professional Responsiblity from FPSC's website (www.fpsc.ca).
“Estate Planning: A Must-Have Conversation”
Wilmot George, CFP, TEP, CLU, CHS
Vice President, Wealth Planning at CI Investments Inc.
CI TREP
“Protection Matters More Than Ever - Look at Guaranteed Advantage”
Katie Davis
Regional Sales Director, Desjardins Investment Solutions