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Advocis Summer Series: Update 2023 - Resiliency Through Uncertainty

Submitted by Brett on July 14, 2023 - 12:00am

 Advocis Summer Series

Advocis is thrilled to announce the launch of the Advocis Summer Series, an extraordinary CE summer initiative. We have a lineup of five captivating digital events, scheduled to unfold from early July to mid-August. Brace yourself for an unforgettable educational experience that will empower you throughout the summer and your career!

You have the option to register for each webinar individually or receive a discount by bundling all of the Risk Management Series webinars together.

Risk Management Series:
The Value of E&O Insurance

July 13 @ 1:00 P.M. (EDT)
Earn 1.5 CE Credits
Learn how to protect yourself, and your business, important terms and concepts related to E&O insurance, which protection services are included in a policy and potential sources of claims. You will have a chance to ask the VP, Advocis Broker Services, Jack Mazakian questions at the end of the webinar.

Learn More or Register
 

Update 2023 - Resiliency Through Uncertainty

Part 1: July 18 @10:00 A.M. (EDT)
Part 2: July 19 @10:00 A.M. (EDT)
Earn 6 CE Credits (Plus an additional 8.0 CE credits (upon successful completion of the Advanced Learning Modules.)
Change is the only constant. Enter financial advisors and financial planners, you have a huge opportunity right now to lead by example in helping clients build their resiliency.

Learn More or Register

Risk Management Series:
From Bad to Worse

July 26 @ 1:00 P.M. (EDT) 
Earn 1.5 CE Credits
Learn about early warning signs of a claim, the claims management process, the team that can support you during a claim and avoiding mistakes. You will have a chance to ask the VP, Advocis Broker Services, Jack Mazakian questions at the end of the webinar.

Learn More or Register
 

Risk Management Series:
Cyber & Privacy Liability

August 17 @1:00 P.M. (EDT)
Earn 1.5 CE Credits 
Learn about the key regulatory and legislative requirements related to the collection and storage of personal information, rules for communicating with the public and penalties when breached, and how to protect yourself and your client information. You will have a chance to ask the VP, Advocis Broker Services, Jack Mazakian questions at the end of the webinar.

Learn More or Register

Risk Management Series:
Building a Protected Practice

August 24 @ 1:00 P.M. (EDT) 
Earn 1.5 CE Credits
Learn about building and sustaining a practice which is compliant with legislation, communicating well with clients, legislation for financial advisors such as PIPEDA, CASL and CRM-2 and the penalties when rules are breached. You will have a chance to ask the VP, Advocis Broker Services, Jack Mazakian questions at the end of the webinar.

Learn More or Register
 
Questions:
If you have any questions or concerns regarding these events, please reach out to Ce@advocis.ca.
Source URL: https://globalpacific.ca/bulletins/advocis/2023-07-14/advocis-summer-series-update-2023-resiliency-through-uncertainty