Attend this webinar for 1 CE Credit! #
To earn your CE credits, it is crucial to attend the entire webinar and achieve a minimum score of 80% on the concluding quiz. Upon successful completion, you will be issued an Advocis x Equisoft certificate via email.
In light of recent client focus reforms, advisors are now mandated to demonstrate heightened product knowledge, not only analyzing individual offerings but also evaluating suitable alternatives in the expansive Canadian investment market. With over 38,000 investment product options available, navigating this complex landscape demands a rigorous approach to KYP to ensure efficiency and client-centric recommendations.
Join us for an insightful webinar as we explore the evolving requirements of Know Your Product (KYP) in financial advisory practices.
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Discover actionable strategies and best practices to enhance your KYP process, empowering you to provide tailored, informed advice that truly serves your clients' best interests.
In this webinar, we’ll explore:
- How to go beyond KYP compliance to build value for clients
- How simplifying KYP compliance can lead to better investment results for clients
- How to leverage data and the latest technology to guide clients with informed advice and investment product suitability, without compromising on compliance
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Lucilla Nardi
Chief Distribution Officer, Co-operators
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Jason Bobee
Vice President, Business Development, Portfolio Strategies Corporation
