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Title Protection: What Comes Next?
Submitted by Rica Zara on May 24, 2022 - 4:41pm
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Title Protection: What Comes Next?

Join us on Tuesday, May 31st at 11:00 am (EDT) for our Title Protection: What Comes Next? webinar featuring Greg Pollock, President and CEO at Advocis, James Ryu, Vice-President, Advocacy and General Counsel at Advocis, and Barbara Riddell, Vice-President of Learning and Development at Advocis.

Advocis remains committed to supporting our members by providing them with clear and concise information and the tools they’ll need to successfully comply with the Financial Professionals Title Protection Framework. This 45-minute session will cover:

  1. Credentialing Bodies and their role
  2. Credentialing structure & fees for those using the FA or FP title
  3. Recognized credentials and related programs 
  4. Differences between the FA & FP titles
  5. What the transition period will look like

This webinar is exclusive to Advocis Members Only.

Register Early:
Available spots are limited and will be on a first-come, first-served basis.
  • This event is currently pending review for CE credits.
REGISTER NOW
Moderator:
Julie Martini, PCM, CDMP, Vice-President, Strategic Engagement
With two decades of marketing and communications experience in financial services, Julie combines her professional background and education in cultural anthropology to form a unique understanding of the challenges, opportunities and human behaviours that are driving transitions in the industry.
Presenters:
Greg Pollock, M.Ed., LL.M., C.Dir., CFP, President and CEO
Greg is responsible for providing effective strategic leadership and direction and oversees all aspects of Advocis's day-to-day activities. Greg is also the Chief Operating Officer of The Institute, the leading designation body in Canada for financial services practitioners in the areas of wealth transfer, estate planning and living benefits.
Barbara Riddell, CFP, Vice-President, Learning and Development
Barbara is primarily responsible for leadership and strategic direction in designation and certificate credentials, standards, continuing education, and e-learning services.
James Ryu, B.Com, J.D., Vice-President, Advocacy and General Counsel
James leads Advocis’ work on advisor professionalism, standards of conduct and product distribution matters, with a particular focus on how they impact the advisor-client relationship. He engages regulators and governments across the country and liaises with industry and consumer stakeholder groups to promote pragmatic laws and regulations that govern the advisory sector.
 
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