Register today for CLU® Update 2024

Tuesday, October 22, 2024
Tuesday October 29, 2024

9:00 A.M. to 12:00 P.M. PDT
Location: VIRTUAL

Register NOW!

CLU Update 2024

Advocis Vancouver Island, Greater Vancouver, Okanagan, and Kootenays are pleased to host this event. Join us for this event on May 7th and 14th to keep advisors current on important technical concerns and client-facing issues impacting financial planning today.

Topics include:

AI in Finance: Striking the Right Mix
Building Tax Legislation Awareness
Building Tax Legislation Awareness
Balancing Priorities for Client-Centric Success

Alaeddine Jabri, Sterling Rempel, Stefano Pannu, and Pete Gillespie will lead us through Update 2024. Members and non-members from across the region and the country are welcome to attend.

Attendees are required to be present for both the sessions.
Ticket sales close on May 5th.

CE Credits:
Earn 6 CE credits for full attendance of both Part 1 and Part 2.
(Note: CE credits are NOT available for partial attendance.)

Earn up to an additional eight (8) CE credits for completion of the Advanced Learning Modules. You must be registered to receive the extra credits. (Total: 14 CE credits.)

What’s included with your CLU® Update 2024 registration with our chapter?

Your ticket to attend our CLU® Update 2024 seminar
Complementary access to the online Advanced Learning Modules
- Valued at $110.00 + taxes (member) or $150.00 + taxes (non member) if you had purchased it separately
- Access to the online Advanced Learning Modules available starting April 18, 2024 (please allow 24-48 hours for your access to be available through your dashboard)
Up to 14.0 CE Credits by completing both the seminar and online modules:

This event is approved by:

The Institute for 6.0 CE, including 1.0 Ethics
ICM, ICBC, and ICS for 6.0 CE
MFDA for 6.0 PD
AIC for 4.0 Life, 2.0 A&S
Plus an additional 8.0 CE credits upon successful completion of the Advanced Learning Modules (no partial CE can be issued)

Register NOW:

As a benefit of membership, Advocis Members are able to attend at a discounted rate. During the checkout use your Advocis ID as the promotional code to unlock the member rate.

Member: $150.00 + GST and ticketing fees
Non-Member: $225.00 + GST and ticketing fees
Tickets are non-transferable to another chapter or National's CLU® Update 2024.

Register HERE

Don't delay!

Ticket sales close October 21, 2024 at 11:30 P.M.

If you need assistance using your Advocis ID or promo code in the checkout, we have a short video to assist you.
If you are not sure of your Advocis ID, and would like CE Credits, you may request it here.
If you do not have an Advocis ID number, and would like CE Credits please complete this form to request one, prior to registering for this event.

CLU® Update 2024 explores:

AI in Finance: Striking the Right Mix
Building Tax Legislation Awareness
Balancing Priorities for Client-Centric Success
Outliving the Money

Questions:

If you have any questions or concerns regarding this event, please reach out to coordinating chapter Advocis Vancouver Island at Vancouverisland@AdvocisChapter.ca