Name
Road to Becoming a Portfolio Manager
Date & Time
Friday, October 3, 2025, 10:30 AM - 11:10 AM
Speakers
Description
This session demystifies the path to becoming an Associate Portfolio Manager (APM) or Portfolio Manager (PM) under CIRO. Learn about updated proficiency requirements, registration channels, and compliance expectations. Whether you're exploring the APM route or preparing for full PM approval, this session will clarify the education, experience, and supervision standards needed to advance your advisory career with support from Designed.
Location Name
Nakiska
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
Nakiska
Digital Handout