Continuing Education → Globe Advisor

Practice Management Part I (LCIFGA007)

1.0 IIROC: Professional Development
1.0 MFDA: Professional Development: MFDA Activity Number 1000000988
1.0 Alberta Accreditation Committee: 1.0 Life or A&S (55281)
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 (36287)
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 (7775)
1.0 Advocis: Structured Learning

Practice Management Part I is a 10-part mini-series on how financial professionals can grow and manage a successful business. From personal to professional development, strategic philanthropy, pricing models and work-life balance, Practice Management focuses on you, the Advisor and overcoming the challenges and obstacles standing between you and success. The course concludes with a final test. A passing grade of at least 60% is required.

Important to note:
The accreditations with accompanying ID numbers have been approved and issued by the regulatory organization. The accreditations without ID numbers are additional regulatory organization's continuing education (CE) credit(s) that Learnedly believes the course satisfies.

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 MFDA CE Activity Cod...: 1000000988 CE Credit Type: Professional Development

  • Advisors failing to explain their expertise to investors, study finds
  • The seven ways to become a highly successful advisor
  • Four ways for advisors to grow their businesses this year
  • How to succeed in hiring suitable support staff
  • Why ‘getting smart’ on philanthropy makes sense for advisors
  • Advisors who give back can make a real difference
  • Could regulatory review open door to advisor incorporation?
  • Making the transition to fee-based is difficult but worthwhile
  • Bringing up baby at a financial advisory firm
  • How to prevent technology from destroying your productivity
  • Can we get your feedback?
  • Globe Advisor Survey
  • Final Quiz
  • Final Quiz (Globe Advisor) Practice Management Part I
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever