KEEP ON TOP OF THE LATEST TRENDS AND TOPICS

WITH IFB’S APRIL WEBINAR SERIES

Earn 3.5 hours of CE, Including 1.5 hours for

CFP Professional Responsibility & Saskatchewan Ethics!

Wednesday April 15 | 11:30 a.m. – 1:00 p.m. EST      (1.5 hours)

IFB Members: $20/ Non-members $35 (plus tax)

Character, Integrity & Professional Relationships 

Rod Burylo, Croft Financial Group

1.50 CE credit for Life Licenses (BC, ON, SK)

AAC ID# 54335 1.50 Life | 1.50 A&S | 1.50 General

Manitoba ID# 34077

FP Canada Approved CE: Professional Responsibility, 1.50

Saskatchewan Ethics Approved CE: 1.50

This course introduces Financial Advisors to the most important concepts and issues related to character, integrity, professional relationships and ethics in the financial services industry. This seminar is provided by financial services author, educator, and ethics specialist, Rod Burylo.

Wednesday April 22 | 11:30 a.m. – 12:30 p.m. EST     (1 hours)

IFB Members: $20/ Non-members $35 (plus tax)

The Benefits and Pitfalls of Cross Selling

Gary Hirst, Ches Special Risk Inc.

1.00 CE credit for Life Licenses (BC, ON, SK)

Manitoba ID# 34122

AB & FP Canada: Pending

Outline to follow

Wednesday April 29 | 11:30 a.m. – 12:30 p.m. EST     (1 hours)

IFB Members: $20/ Non-members $35 (plus tax)

People, Product & Your Practice:

Pandemic Considerations for Unprecedented Days

Colin Baerg, Regional Director, IG Wealth Management Inc. & Daria Malin, Owner, Boost Strategic Coaching

1.00 CE credit for Life Licenses (BC, ON, SK)

Manitoba ID# 34121

AB & FP Canada: Pending

Everything around us is changing at an incredible speed and the COVID-19 Pandemic is challenging for everyone. We have had to adapt our operations and businesses to keep our employees, clients, and community safe, in addition to working from home, managing family life, and not knowing what lies ahead.

Please join Webinar Guests Colin Baerg, Regional Director, IG Wealth Management and Daria Malin – Owner, Boost Strategic Coaching, as they highlight three important areas to focus on during these unprecedented days.

People:  Actions we’re taking to deliver exceptional client experiences and maintain connections with them

Product: How to reposition and offer products that best serve clients

Your Practice: Steps to take to ensure a thriving practice during days of uncertainty

Despite the disruptions to daily life caused by COVID-19, now, more than ever, is the time to choose consistent connection, products that serve, and staying vigilant in your efforts to creatively run your business.

 Don’t miss out on this great opportunity – Register Today!

For more information, please visit the IFB Webinars page

on our website at:

https://ifbc.ca/ifb-webinars/

Cancellation policy: Should you be unable to attend, a refund, less an administrative charge of $30, is available for cancellations received in writing at least 45 days prior to the event. No refunds will be given after this time. Substitutions are allowed by written notice. HST registration #124739350.

In order to process your registration, it i necessary for IFB to collect and store certain items of personal information relating to your registration. Information collected is limited to those items which are relevant to your registration. IFB never rents or sells your personal information. In order to make you aware of future IFB events. IFB may use this information to contact you in the future. Force Majeure IFB shall not be liable for any failure of or delay in the performance of this agreement for the period that such failure or delay is beyond the reasonable control of a party, materially affects the performance of any of its obligations under this agreement, and could not reasonably have been foreseen or provided against. IFB will make every reasonable effort to reschedule any event that is cancelled or delayed due to unforeseen events.