CALU virtual event registration policy

Updated August 2025

  1. Event registration entitles participants to access the live event, and on-demand for a limited time following the event.
  2. If applicable, CALU will make all reasonable efforts to secure Continuing Education (CE) course approval for the event from the following bodies: Institute for Advanced Financial Education (Advocis), Insurance Council of British Columbia, FP Canada, Alberta Insurance Council, Insurance Councils of Saskatchewan, Insurance Council of Manitoba, Chambre de la sécurité financière (Québec), Mutual Funds 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 use real names and the email address associated with their CALU membership in the virtual event platform(s) and must attend the entire duration of each session.
  4. If applicable, registration fees must be paid online by credit card (VISA, 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 for virtual events are subject to applicable taxes based on the province of residence of the participant. CALU will send a confirmation email after full payment has been received and processed.
  5. Registration fees are non-refundable.
  6. CALU reserves the right to make changes without notice to the content, sessions, speakers, timing, venue/platform or date of the event compared to the advertised program.
  7. CALU is a non-partisan organization. Participants will not express personal political opinions, past or present, positive or negative and will stay silent on the political preferences/views—real or perceived, past or present—of the broader CALU membership. This policy applies to the virtual event venue and related public forums – including social media.
  8. Participants should not make any statements that could be seen as insulting/derogatory to certain people/provinces/regions/countries. Participants should not make any religious statements, use offensive language (swear words, sexual comments, etc.), discriminate against or make derogatory comments about any equity-seeking group (race, ethnicity, religion, gender, sexual identity and orientation, age, ability/disability, economic status, etc.), or make any other statements which CALU deems inappropriate or outside CALU’s character and purpose. This policy applies to the virtual event venue and related public forums – including social media.
  9. 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.
  10. CALU will determine consequences of inappropriate conduct/behaviour related to items 7 to 9 above on a case-by-case basis. They include, but not limited to, potential removal from the event without compensation.

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