IFIC launches new continuing education program for CRM2

Leave a Comment

A new, free continuing education module focused on disclosure requirements and advisor obligations under CRM2 is now available to financial advisors. The new educational program was created by the Investment Funds Institute of Canada (IFIC), along with its education branch, the IFSE Institute.

“This continuing education module will help financial advisors explain the new disclosures so that investors can improve their understanding of their investments, have more meaningful conversations with their advisors and make more informed decisions” said Joanne De Laurentiis, president and CEO of IFIC, and board chair of IFSE.

The module includes a sample account statement, explanations of key features of the account statement, as well as sample cost and performance reports Advisors will learn how to carry on conversations with their clients on topics such as individual versus fund performance measurement and cost disclosure.

This CRM2 course has been accredited by CSF, IQPF, and FPSC for 1 credit.

For more information, and to enroll in IFIC’s education module, click here.

Comments are closed