Continuing Education → Globe Advisor

Diversity and Inclusion (LCIFGA004)

1.0 IIROC: Professional Development
1.0 MFDA: Professional Development (7781)
1.0 Alberta Accreditation Committee: 1.0 Life or A&S (55278)
1.0 Financial Services Regulatory Authority of Ontario: Life or A&S
1.0 Insurance Council of British Columbia: Life or A&S
1.0 Insurance Council of Manitoba: 1.0 Life or A&S (36260)
1.0 Insurance Councils of Saskatchewan: Life or A&S
1.0 CPA: 1.0 Verifiable CPD
1.0 CFA: 1.0 Professional Learning
1.0 FP Canada: Practice Management (7781)
1.0 Advocis: Structured Learning

Around the world there has been a renewed focus on the importance of diversity and inclusion. The financial services industry has a responsibility and an opportunity to embrace diversity and promote inclusion. This 10-part series advocates for inclusion and equality and how the financial industry can take action. The course concludes with a final test. A passing grade of at least 60% is required.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 CE Credit Type: Professional Development

  • How women manage wealth and thrive at male-dominated advisory firms
  • Service gap has a long-term cost on women investors
  • Tapping into First Nations’ economic growth requires great care
  • How to create an environment friendly to LGBTQ investors
  • Insurers adapting to meet the needs of transgender people
  • Why women investors are true allies for financial advisors
  • Why women need to be a priority for the financial services industry
  • Women-centric financial advisory teams offer investors a unique perspective
  • How to ensure girls grow up to become confident investors
  • Strong mentorship a key factor in getting more women involved in finance
  • Can we get your feedback?
  • Globe Advisor Survey
  • Final Quiz
  • Final Quiz (Globe Advisor) Diversity and Inclusion
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever