FALL CONFERENCE
Session
Tuesday, November 22 @ 10:35am – 11:35am ET
CALU update with Kelly Adams & Guy Legault and Advocis Diversity, Inclusion, Belonging and Equity (DIBE) presentation
CALU update with Kelly Adams & Guy Legault
It’s important that our members understand CALU’s strategic direction and the benefits and value available to them as a CALU member. Chair Kelly Adams and president and CEO Guy Legault will highlight CALU’s pilot Mentorship Program and update members on our 2022 initiatives to deliver exceptional professional development and resources, achieve our objectives for sound public policy and foster a strong and engaged community of members.
Advocis Diversity, Inclusion, Belonging and Equity (DIBE) presentation
Explore the traits and values that build an inclusive leader and its importance for the financial advisor in Canada. Learn how an inclusive financial practice can support stronger business outcomes as the advisor expands their portfolio. Gain foundational knowledge about cultural competence and build self-efficacy to support making change in the local marketplace.
Technical; Intermediate
CE Credits
The following list of CE credits available, subject to course approval (T = tentative)
- Institute for Advanced Financial Education (Advocis) – 1.00 (T)
- FP Canada – 1.00 (T)
- Alberta Insurance Council – 1.00 (T)
- Insurance Councils of Saskatchewan – 1.00 (T)
- Insurance Council of Manitoba – 1.00 (T)
- Chambre de la sécurité financière (Québec) – 1.00 (T)
