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Empowering Professionals & Canadians for Financial Literacy Month

Articles, Financial Wellness

 

It’s the perfect time to check-in on your financial wellness.

As we move into Financial Literacy Month, the Canadian Securities Institute (CSI) recognizes the opportunity for Canadians to slow down and think more about the significant role financial awareness plays in our overall wellbeing.

 

As a leading provider of financial services education and Canada’s premier licensing credential, we’re devoted to empowering Canadians with access to our growing digital library of dedicated, free resources that encourage a broader understanding of the evolving Canadian financial markets to the public, as well as professionals across the industry.

Sharing valuable perspectives in an evolving financial landscape.

Every year, we host a series of webinars that dive into how the financial services landscape is evolving, inviting a variety of perspectives from thought leaders and professionals in the banking space to share their personal stories and industry knowledge.

 

In keeping with this year’s theme of ‘Managing Your Money in a Changing World’, we’re hosting a series of free webinars that explore business and consumer trends, like the need for a strategic approach to using tech as a comprehensive financial planning tool, the ongoing role of CFRs for financial planners and their clients, the role of diversity, equity and inclusion as a catalyst to enrich relationships, the growing need for women in finance, and much more.

Sharing valuable perspectives in an evolving financial landscape.

Every year, we host a series of webinars that dive into how the financial services landscape is evolving, inviting a variety of perspectives from thought leaders and professionals in the banking space to share their personal stories and industry knowledge.

 

In keeping with this year’s theme of ‘Managing Your Money in a Changing World’, we’re hosting a series of free webinars that explore business and consumer trends, like the need for a strategic approach to using tech as a comprehensive financial planning tool, the ongoing role of CFRs for financial planners and their clients, the role of diversity, equity and inclusion as a catalyst to enrich relationships, the growing need for women in finance, and much more.

 

 

We’ll also be sharing a variety of insights right here on our blog, where we’ll talk about tips to help better understand the difference between good and bad debt, a beginner’s guide to financial wellness, saving for education and retirement, and much more.

 

Here’s a look at our latest and upcoming events, click to register or listen to the live recording.

 

Comprehensive Financial Planning: How Client Relationships are Changing

Wednesday October 25, 2023 | 12PM EST

Hear from prominent industry leaders Carissa Lucreziano, Vice President, Financial and Investment Advice, CIBC, Goshka Folda, President and CEO, Investor Economics and Global Head of Research, ISS Market Intelligence, and Sean Shore, Securities, Compliance and Regulatory Counsel at Canadian Compliance & Regulatory Law for an engaging discussion on the transformative macro-changes shaping the industry, the role of compliance as these advancements take place, and how financial institutions are adapting to plan for the future.

 

Putting Clients First: Advisors’ Roundtable

Wednesday Nov 1, 2023 | 12PM EST

Delve into what being client-centric really means and hear from leading advisors Sudha Sankar (FCSI®), Wealth Advisor, RBC Dominion Securities, Haiping Fu (FCSI®, CIM®, MBA), Associate Wealth & Investment Advisor, RBC Dominion Securities, Darren Dearing (MBA, CFP®, CIM®, FCSI®), Wealth Advisor, Scotia Wealth Management, and Jim Templeton (FCSI®), Financial Advisor, Manulife Securities Incorporated as they share strategies drawn from their own experiences on ensuring clients feel valued.

 

DE&I in Financial Services: Connecting Advisor & Client Success

Wednesday November 8, 2023 | 12PM EST

Industry leaders Jeffrey Allain, Senior Manager, Role Design & Execution, RBC, Manoj Khandavelli, Private Client Market Lead – Atlantic Region, HSBC Private Client Services and Farah Kamal, Co-founder, Trade Lifecycles will discuss the current state of DE&I in the financial services sector, the importance of diversifying leadership, and strategic insight on how both financial services professionals and their clients can benefit from fostering internal buy-in for actionable recommendations that actualize diversity, equity and inclusion.

 

Securing Your Legacy: Succession Planning for Small Businesses

Wednesday November 15, 2023 | 12PM EST

Hear from industry expert Tammy Buss (CLU, CH.F.C, CFP®), Family Business Advisor, BlueRoots Inc. and Certified Financial Planner, Desjardins Financial Security Investments Inc., who will explore the key benefits and challenges of succession planning, the assessment of finances and business readiness, and how industry best practices can be applied to small, family-owned businesses.

 

The Changing Tide: Empowering Women in Financial Services

Wednesday November 22, 2023 | 12PM EST

Hear from Neela White (FCSI®, CIM®, CIWM, CPCA®, EPC, CEA®, CDCP), Senior Portfolio Manager, Raymond James Ltd. and Tiffany Harding (CFP®, TEP, FEA, CLU®, CIWM, FCSI®), AVP, Head of Professional Wealth & Insurance Advisory Services, Manulife, on how financial services professionals and institutions can better understand how to effectively address the growing influence of female advisors and financial decision-makers as the Canadian demographic continues to evolve.