PORTFOLIO MANAGER INSIGHTS
Alternatives Exchange
Presentations and video replays are now available here on our website. You may also choose to listen to the replays on-demand within the virtual platform to earn CE credits by selecting ‘virtual session’ from the drop-down menu and clicking on the ‘Sign up for on-demand’ button if you have not already registered for access to our virtual platform. The virtual platform will remain open until Friday, November 13.
Location
Date
Venue
Speakers, order, and times are subject to change.
Does Dynamic’s Alternatives Exchange qualify for CE credits?
For in-person location
Yes, you will receive CE credits if you attend the business session in full and scan the QR code that will appear on the main stage screen before the start of each presentation for CE credit tracking purposes.
For virtual session
Yes, you will need to view the presentations in their entirety within the virtual platform and answer the pop-up questions presented to you.
How do I qualify for CE credits?
When attending in person, you need to be present for all business sessions. You also must scan all QR codes presented throughout the day. A new QR code will display at the start of each presentation.
When attending virtually, you need to view the presentations in their entirety within the virtual platform and respond to the pop-up questions. CE credits are based on attendance and time tracking. If you were not able to watch the live session in full, you may return to the virtual platform to listen on-demand to complete your viewing. On-demand recordings will be available until November 13.
How many CE credits can I receive from participating in Dynamic’s Alternatives Exchange?
Presentations will be evaluated at the conclusion of the event. The CE evaluation process typically takes up to 6-8 weeks.
When will I receive CE credits if I qualify?
Once the 6-8 week CE evaluation process is complete and the CE credits have been awarded, they will be emailed to you directly. You will also be able to view and download your certificates under your CE History in the Education Zone. To access the Education Zone, you must be a fully registered advisor on the dynamic.ca website. If you are not currently registered, please register for access.
Where can I find my CE certificates?
CE certificates will be emailed to you directly and will be uploaded to the Education Zone under your CE History.
Who can I contact if I have questions about CE credits?
If you have questions relating to CE credits, you can email education@dynamic.ca.