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Symposium 2020

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Symposium 2020

About this Event

Symposium provides a platform for financial advisors, corporate executives and regulators to debate and exchange perspectives on the key regulatory issues facing the sector.

Symposium 2020 has gone virtual! This year's online event will feature two sessions: A "blue sky" panel on major regulatory topics, featuring leaders from major investment and insurance companies, and a discussion on Ontario's Title Protection initiative, which will explain what this groundbreaking development means for you and your clients.

  • As a benefit of membership, you are entitled to view this webinar for $10 ($15 for non-members). Use your Advocis Membership ID to trigger the promotional discount in Eventbrite.
  • Symposium has been accredited by The Institute for 1.5 CE credits

PANEL 1: WHAT'S IN A NAME?

Advocis has been pushing for higher professional standards for over a decade. Ontario took a major step towards this by moving to regulate the titles of financial advisor and financial planner. This panel explores how title protection will work. What are the implications for advisors and their clients? What does the consultation get right or wrong, and what questions remain unanswered? And most importantly, when it’s all said and done, do consumers stand to benefit?

PANEL 2: REGULATION IN THE TIME OF COVID

The world has been turned upside down in the past year. The global pandemic has forced us all to rethink how we live and work. At the same time, the beat of regulation marches on, and longer-term projects like the CSA’s client-focused reforms and the CCIR’s fair treatment of customers are still underway. This panel explores how three leading companies have stepped up to the challenge of COVID-19 while still preparing for the regulatory road ahead.

Thank You To Our Symposium 2020 Sponsors:

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