Name
Know Your Product: Trends and Resources
Date & Time
Friday, October 3, 2025, 9:45 AM - 10:25 AM
Speakers
Description
This session explores how advisors can stay current on product trends, issuer updates, and due diligence practices. Learn how to document product comparisons, assess suitability, and leverage KYP tools to support client recommendations. Whether reviewing material facts or navigating fund changes, this session will help you build a consistent, compliant approach to product knowledge and selection—ensuring your advice remains informed, transparent, and aligned with client needs.
Location Name
Lakeview
Full Address
The Westin Calgary
320 4 Ave SW
Calgary AB T2P 2S6
Canada
320 4 Ave SW
Calgary AB T2P 2S6
Canada
Virtual Session Link
Location
Lakeview
Digital Handout