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2022 IG Apex Summit September 20 - 22Ottawa | Virtual
In-Person Registration Virtual Registration
Making our mark - 2022 IG Apex Summit

CE Credit Sessions

2022 IG Apex Summit
Ed-track CE Credit Information

IG Apex Summit will offer up to 4 CE credits for selected sessions. These sessions will be offered virtually to all registrants. Topics of focus include:

Practice of the Future (up to 1.5 credits)

Virtual
English
CE Credits

With the continued evolution of the financial planning industry, it will be important for you to take the right steps to prepare your practice today for the new generation of clients of tomorrow. This session will provide you key strategies to help you adapt and better position yourself in this changing time and discover new ways to create value for current and future clients.

Learning Objectives:

  1. Understand how key sources of change in the industry will affect Consultant practices and client relationships.
  2. Learn what key actions to take to grow your practice in a fast-changing environment.
  3. Uncover opportunities and strategies to strengthen client relationships through change.
Nick Shields

Nick Shields Vice-President,
Financial Planning

Annamaria Testani

Annamaria Testani Head of Client Experience

Christine Van Cauwenberghe

Christine Van Cauwenberghe Head of Financial Planning

Gaetan Ruest

Gaetan Ruest Vice-President of IGM Data Science,
Advanced Analytics

Grace Warren

Grace Warren Vice-President,
Private Wealth Strategy & Client Experience

Ethical Practices in Financial Planning (up to 1.5 credits)

Virtual
English
CE Credits

This session will explore difficult client situations you may encounter that require due diligence and examination of overall circumstances. Through case study scenarios, you will learn how to navigate these situations while ensuring the advice provided is in the best interest of the client.

Learning Objectives:

  1. Learn how to handle events that could suddenly affect your clients and what advice you can provide.
  2. Identify potential Conflict of Interest situations for a client.
  3. Learn how to better understand and deal with unique or difficult client situations while meeting your fiduciary duty to the client.
Christine Van Cauwenberghe

Christine Van Cauwenberghe Head of Financial Planning

Michael Naval

Michael Naval Senior Compliance Specialist

Optimizing your practice with Investment Portal (up to 1 credit)

Virtual
English
CE Credits

The Investment Portal is a key tool to help set the course of a client’s financial plan. Using a real case scenario, this session will explore how to create comparisons, demonstrate performance and present the plan.

Learning Objectives:

  1. Achieve a better understanding of how to present Investment Portal presentations.
  2. Understand key elements to demonstrate performance and show your value in a client meeting.
  3. Learn how to create a portfolio that will help set you apart from the competition.
Mike Jack

Mike Jack Vice-President,
Distribution Technologies

Shirley Jones Paley

Shirley Jones Paley Wealth Planning Specialist

Attendees must have proof of attendance and complete a quiz for each accredited session to receive their CE Credits/ Professional Develop Units. Virtual attendees must have their own registration to qualify for CE credits. CE credits to be confirmed in August as determined by accreditation bureaus.

Questions?Questions? Please email the Apex Summit Mailbox.