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

Event information for Vancouver Island


 Event Detail
Organized by: Chapter     
Event Title: Best Practices - Nanaimo  Event Type: Seminar 
Date/Time
Start: 9/11/2019 End: 9/11/2019 Start Time: 8:00am End Time: 12:00pm
Description:
 


Making Choices: Ethics and Professional Responsibility in Practice 


We are pleased to offer this seminar that addresses the FP Canada™ CE requirement for CFP® professionals and FPSC Level 1® Certificants in Financial Planning. 

This day is broken down into two 90 minute sessions, each reviewing three client potential scenarios designed to highlight the application of the FPSC Standards of Professional Responsibility.The seminar is facilitated followed by group discussion.

Please join us at: The Coast Hotel, Nanaimo on Wednesday September 11th for hot breakfast at 8:00AM. Seminar begins at 8:30AM and concludes at 12:00PM. 

Please Note: there are two locations for this seminar, Nanaimo and Victoria. As part of the Vancouver Island Chapter. you will be receiving two invitations, one for each location. Please choose the best location for you to attend.

Prior to coming to this seminar, please download and review the FPSC Standards of Professional Responsibility which can be found on the FPSC website.



This seminar is worth 3 CE credits. 

Thank you to all of 2019 Sponsors for their support!

 
Agenda:  
CE Credits:  
Speaker
Biography:
 
 
Location Coast Hotel
11 Bastion Street
Nanaimo, BC V9R 6E4
Contact Christie Coltman

christie@bewleycoltman.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $ $25.00 $   
For non-member: $ $50.00 $