CALU 2026 Advanced Education Symposium registration policy

Updated August 2026

1. Registration entitles the participant to attend the entire event, as well as obtain supporting materials, CE certificates (subject to approval), meals (in person registrants only) and access to on demand videos for a limited period. Registration does not include accommodations, non-program related meals, travel or any other expenses that may be incurred in relation to the event.

2. CALU will make all reasonable efforts to secure Continuing Education (CE) course approval for the event from the following jurisdictions:

  • Institute for Advanced Financial Education (Advocis)
  • FP Canada
  • Insurance Council of British Columbia
  • Alberta Insurance Council
  • Insurance Councils of Saskatchewan
  • Insurance Council of Manitoba
  • Chambre de la sécurité financière (Québec)
  • Mutual Fund Dealers Association of Canada (MFDA)
  • Financial Services Regulatory Authority of Ontario (FSRA)

Please note that CALU cannot guarantee CE course approval, nor the quantity of CE credits to be allocated.

3. In order to receive CE certificates (subject to course approval), participants must attend or watch each session in its entirety and follow additional directions such as those relating to signing in and out of sessions, using their real names and email addresses associated with their CALU membership in the virtual event platform or answering skill-testing questions. These are requirements imposed by the accrediting agencies. For more details, please see CALU’s CE Policy.

4. In order to receive CE each virtual attendee must use their own unique log in. If multiple registered attendees log in under only one attendee’s account, then only the attendee whose name is associated with the account will receive CE.

5. Registration fees must be paid online by credit card (VISA or MasterCard) at the time of registration. Any bank charges for disputed credit card charges must be paid by the participant and not CALU. Registration fees are subject to applicable taxes based on the province of the event. CALU will send a confirmation email after full payment has been received and processed.

6. Participants who can no longer attend in person will be switched to virtual registration. Virtual registrations are not transferable. No refunds will be offered.

7. The dress code for in person participants is business casual.

8. CALU reserves the right to make changes without notice to the advertised program (e.g., content, sessions, speakers, timing, venue/platform, or date of event).

9. CALU is a non-partisan organization. Presenters will not express personal political opinions of any kind, nor comment on the political preferences/views—real or perceived, past or present—of the broader CALU membership. This policy applies to in person and virtual event venues and related public forums – including social media.

10. Participants must not use offensive language or make any statements that could reasonably be seen as insulting/derogatory. Examples include but are not limited to statements about race, ethnicity, religion, gender, sexual identity and orientation, age, disability, socioeconomic status, nationality or geographic areas. For example, not every client is a “he.”

Inappropriate conduct/behaviour as mentioned above may be offensive to attendees and/or CALU staff plus poses a reputational risk to CALU. CALU will address any incidents as they occur and determine consequences on a case-by-case basis. This policy applies to in person and virtual event venues and related public forums – including social media.

11. Participants must act in a professional and responsible manner at all times, including not being unduly influenced by drugs or alcohol, nor behaving in a way that negatively impacts other participants or CALU team members or that may pose a reputational risk to CALU.

12. Participants may take photographs during the event and share them on social media but are strictly prohibited from using or sharing any audio/video/digital/AI recording of the event. CALU may take photographs and audio / video recordings during the event and use those items in its newsletters or promotional materials whether in print, electronic format, the CALU website or any other media. By participating in the event, you grant CALU the right to use your name, photograph and audio/video recording for such purposes.

13. CALU will determine consequences of inappropriate conduct/behaviour related to items 9 to 12 above on a case-by-case basis. They include, but not limited to, potential removal from the event without compensation.

14. By registering for this event, you consent to have your full name (as specified for your name badge or used to register for the event) published in any list of participants that may be made available to other registered participants.

15. CALU may at its discretion share participant registration information, such as contact information, mobility, and dietary restrictions with third-party service providers who are under contract with CALU to deliver services for and/or support this event. Only that specific and relevant information that is necessary to fulfill the functions of those contracts and ensure a smooth delivery of the event will be shared with and used by those third-party providers.

For any questions, please contact CALU at calu@calu.com or 613-505-9632 ext 0.