Retirement Income Summit: Identifying Opportunity in the Big Shift

Yes, on the condition that an advisor’s dealer firm has provided dealer approval for their representatives to attend Dynamic LIVE's Retirement Income Summit. (For those who want to attend in person) If dealer approval was granted, CE credits will be assigned to advisors who qualify, pending CE association approvals. Dynamic Funds does not require dealer consent for those advisors who choose to attend virtually. Those attending virtually will receive CE credits if they qualify, pending CE association approvals.

Prior to registration, Dynamic has reached out to participating dealer firms to obtain their consent and approval to invite advisors from participating dealer firms to attend Dynamic’s in person multi-manager events. No action is required on the advisor’s behalf.

In order to qualify for CE credits, you need to attend the session in its entirety; whether in person or virtually (through the designated virtual platform which you will have access to when you register to attend virtually). CE credits will not be assigned to advisors who watch recordings of the presentations on dynamic.ca. Presentations must be viewed within the virtual platform or live in person. CE credits are based on attendance and time tracking.

Whether you are registered to attend virtually or in person, you will have the opportunity to return to the On-Demand section of the virtual platform to complete your session at a later date. Recordings will be made available On-Demand within 72 hours of the live session. You may be asked to respond to pop-up questions during the session virtually and On-Demand.

If you are registered to attend in person, have met the attendance requirements, and your dealer has granted permission for you to attend Dynamic LIVE Toronto, you will receive CE credits pending CE association approvals.

Presentations will be evaluated at the conclusion of the session to determine CE accreditation merit. The CE evaluation process typically takes up to 6-8 weeks.

If you are registered to attend virtually, you can access the On-Demand session within the virtual platform until the end of day on July 14. After this date, you will no longer have the option to complete the session.

If you are registered to attend in person, you must view the presentations in their entirety. You will also have access to listen to the recordings On-Demand within the virtual platform until end of day on July 14.

If you are registered to attend virtually, you can visit the On-Demand section of the virtual platform to listen to the recordings. The last day recordings will be available on the virtual platform is July 14.

If you are registered to attend in person, you can access the recordings On-Demand within the virtual platform until end of day on July 14.

You can register for the virtual session by July 14 in order to access the virtual platform and complete the On-Demand session. You must view the session in its entirety within the virtual platform (not on dynamic.ca).

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, you must be a fully registered advisor to the dynamic.ca website.

CE certificates will be uploaded to the Education Zone under your CE History.

If you have questions relating to CE credits, you can email education@dynamic.ca.