Update 2024

Amidst the ongoing economic challenges, both clients and advisors find themselves at a financial crossroads. With mounting debt, pending mortgage renewals, and the fear of outliving their resources, clients feel the squeeze. The demand for professional financial advice has never been greater. However, the value of advice is not always understood.

Some clients may consider turning to AI as a solution, but is it? Meanwhile, advisors are grappling with compliance requirements and carrier demands, precisely when clients need them the most. CLU Update 2024 will explore opportunities to balance practice demands and empower clients to make informed financial decisions in these turbulent times.

CLU Update 2024 Explores

AI in Finance: Striking the Right Mix
Building Tax Legislation Awareness
Balancing Priorities for Client-Centric Success
Outliving the Money

Program Format:

Presented by individual Advocis chapters across Canada, Update 2024 is a facilitated seminar or National Webinar that includes four video-taped interviews with industry experts followed by group discussion activities for each interview.

Individuals who register for an CLU Update 2024 chapter run seminar or National Webinar also receive access to the Advanced Learning Modules available online.

Who Can Register:

CLU Update 2024 is available for Advocis members and non-members.

CE Credits:

Participants earn six (6) CE credits for full participation for the Seminar or National Webinar, and an additional eight (8) CE credits upon successful completion of the Advanced Learning Modules.

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