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Advocis Risk Management Series

August 9th, 2023
1:00pm to 3:30pm PST
[Online event - Re-Broadcast of April 25th live webinar]

This program provides financial advisors with a general introduction to the various issues relating to E&O insurance so they are able to gain an in-depth understanding of the product itself. It encourages advisors to take a risk management approach to their coverage and not view E&O insurance simply as a method of regulatory compliance.

Attendance for the entire session will earn 4.5 CE credits (including 4.0 Ethics) and a 5% discount on your E&O Insurance with Advocis Broker Services!

• Wednesday August 9th, 2023
• 1:00 P.M. to 3:30 P.M. (PDT)

Ticket Details

As a benefit of membership Advocis Members are able to attend "Risk Management " at a complimentary rate. During the checkout use your Advocis ID as the promotional code to unlock your FREE member ticket. Do you need assistance using your Advocis ID in the checkout? We have a short video to assist you.

• Member: FREE
• Non-Member: $25 + GST

Limited tickets available on a first-come, first-serve basis. Please purchase by April 23rd, 2023, at 11:30 P.M. PDT. Be sure to register early!

Advocis Risk Management Series | Modules Included:

1. Building a Protected Practice
   • 1.5 CE credits (includes 1.0 ethics)
   • Gives you the information you need to build and sustain a practice, which is compliant with regulation and protected from liability.
2. Selecting the Right E&O
   • 1.5 CE credits (includes 1.5 ethics)
   • Will help you determine the correct amount of coverage based on your practice and reviews the differences in types of policies available to financial advisors as well as key definitions for financial advisors to be aware of.
3. The Challenge of Documenting Nothing
   • 1.5 CE credits (includes 1.5 ethics)
   • Helps financial advisors determine the best course of action when clients do not communicate properly and how to create and keep records.

Following the 3 videos there is a recorded Q&A session with Jack Mazakian, VP Advocis Broker Services and Group Discussion Questions.

Moderator

A ngelina Hung, BA, CFP, CLU, CHS, EPC

Financial Marketing Nerd

Angelina is a highly experienced professional with a background spanning over 20 years in the financial services, marketing, and technology industries. With a track record of excellence, she has earned CFP, CLU, CHS, and EPC designations. She is known for providing financial advisors with top-quality investment and insurance content and the latest digital marketing strategies to support their business growth.

At Financial Tech Tools, Angelina combines her extensive knowledge and expertise to provide advisors with customized digital marketing solutions, which can save them a minimum of 40 hours when creating a website, content, email, and social media strategies. This unique offering has positioned Financial Tech Tools as a leading provider of digital marketing solutions in the industry.

Angelina has been recognized for her outstanding achievements and was featured as one of the top "50 Women of Influence in Canada" in The Insurance and Investment Journal.
 

CE Requirements:

Attendance for the entire session will earn:

• 4.5 CE Credits by The Institute
• 4.0 Ethics CE Credits by The Institute

To be eligible to earn any CE from this event, you must:

1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
   • If you have forgotten your Advocis ID, please click here to recover.
   • If you do not have an Advocis ID number please complete this form to request one.
2. Attend the webinar using the email address entered on your registration form

• If you would like to be extended the member pricing, please join.

Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.

If you have any questions or concerns regarding this event, please reach out to the Greater Vancouver Chapter at: GreaterVancouver@AdvocisChapter.ca.