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Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast! Subscribe at bccquiz.online for the quiz.
Episodes
Wednesday Mar 18, 2020
Wednesday Mar 18, 2020
Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer.
Part 1 of 2
This conversation covers:
· Registration categories for investment professionals.
· Regulation requirements for Investment Counsel / Portfolio Managers (ICPM)
· Differences between the US and Canadian markets
· The history of discretionary investment management
· Investor protection
· Fiduciary relationships
· Buy-side and sell-side
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
Portfolio Management Association of Canada (PMAC)
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