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Professional Development

Compliance in the Digital Era

Chambre de la sécurité financière
1 PDU

THE RAPID ADOPTION OF NEW TECHNOLOGIES PRESENTS A NUMBER OF CHALLENGES.

The COVID-19 pandemic has led to rapid growth in the use of information technology. For professionals who work remotely, this technology has become a must.

Presented in the form of a webinar, this training reviews your duties and responsibilities as you adapt your practice to the new virtual working environment.

Annik Bélanger-Krams, Lawyer for the CSF’s Legal and Regulatory Affairs Department, will walk you through three major themes that are relevant to today’s practice: always protecting your clients’ personal information, common situations you might come across (including doing meetings via video conference), and the advantages and disadvantages of being active on social media. You will take away a better understanding of what your ethical obligations are when you use digital technology.


This training activity is for all representatives.


Features of this online training activity

  • Webinar asynchronous, examples of situations, documentation and quiz with feedback
  • Duration: 1 hour
  • Multiple choice questionnaire
  • Passing grade: 60%
  • Prerequisite: none

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