Continuing Education → Professional Development → CAASA

Becoming an MFO: The next step (CAASA003)

1.0 MFDA: Professional Development (10569)
1.0 FP Canada: Practice Management (10569)

This course was produced for CAASA’s Wealth Managers’ Forum featuring Éric Lapointe, CEOS Family Office, Neil Nisker, Our Family Office, retention is getting more complicated with competitors’ moves into more of a wealth management / multi-family office paradigm vs just asset management (much like stock-jockeys were replaced by managed fund advisory practices starting in the 1990s). This group of veterans will speak to their strategy to be proactive in one’s suite of offerings and services and come out ahead of the pack.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 MFDA: 1.0 MFDA: Professional Development (1056... CFA: 1.0 FP Canada: Practice Management (1056...

  • Becoming an MFO: The next step
  • Test
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever