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

Event information for Edmonton


 Event Detail
Organized by: Chapter     
Event Title: Module 9 Practice Development Series  Event Type: Seminar 
Date/Time
Start: 9/19/2019 End: 9/19/2019 Start Time: 10:15 AM End Time: 11:30 AM
Description:
Advocis Edmonton is please to present Module 9, Practice Development, on September 19, 2019. 

 

Learning Objectives

As your business grows it becomes necessary to look at how the business is being managed. Few advisors are skilled at effectively managing their time given all the administrative and compliance tasks that are a reality in this business. In this module, you will learn:

The importance of time management

How to utilize resources and support to improve efficiencies

How to create a strong set of procedures

How the office set-up will impact client meetings

Ongoing licensing requirements.

 
Agenda:  
CE Credits: To Be Confirmed 
Speaker
Biography:
 
 
Location Chateau Louis
11725 Kingsway
Edmonton, AB T5S1N8
Contact Kathy Shields
780-454-2957
edmonton@advocischapter.ca
www.advocisedmonton.ca
Notes:  

Registration Information - This event is open to Advocis members only.
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $0.00 $0.00 $0.00   
For non-member: $ $ $