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Continuing Education → Professional Development

Wealth Leadership Forum 2026 (TGAM2026)


Description
The wealth management world is changing fast - are you ready? Join us for an exciting event designed especially for advisors looking to unlock growth and master the challenges of a rapidly changing financial industry. Discover strategies to attract and retain next-gen clients, integrate AI and automation into advisory workflows, and build resilient portfolios with alternative investments. Gain insights on best practices for buying or selling a book of business and learn how to navigate emerging opportunities like cryptocurrency. You’ll hear actionable ideas for multi-generational engagement, technology adoption, and portfolio diversification - helping you position your practice for long-term success.


3.0 CIRO (ID): Professional Development 26-0617P
3.0 CIRO (MFD) Professional Development 1000011298
3.0 Financial Services Regulatory Authority of Ontario (FSRA): Life or A and S
3.0 Alberta Insurance Council: Life 75333
3.0 Insurance Council of British Columbia: Life or A and S
3.0 Insurance Councils of Saskatchewan: Life or A and S
3.0 Insurance Council of Manitoba: Life or A and S (48802)
3.0 FP Canada: Financial Planning: A3500
3.0 CIM or PFP Professional Development
3.0 Chartered Financial Analyst (CFA): Professional Learning Credits
3.0 Chartered Professional Accountants (CPA): Verifiable CPD
3.0 Advocis - IAS26028603

CE Credits: 3.0 MFDA CE Activity Cod...: 1000011298 IIROC: 3.0 CIRO (ID): Professional Development ... MFDA: 3.0 CIRO (MFD) Professional Development ... FSRA: 3.0 Financial Services Regulatory Author... AIC: 3.0 Alberta Insurance Council: Life 7533... ICBC: 3.0 Insurance Council of British Columbi... ICS: 3.0 Insurance Councils of Saskatchewan: ... ICM: 3.0 Insurance Council of Manitoba: Life ... CFP / QAFP: 3.0 FP Canada: Financial Planning: A3500 CIM / PFP: 3.0 CIM or PFP Professional Development CFA: 3.0 Chartered Financial Analyst (CFA): P... CPA: 3.0 Chartered Professional Accountants (... Advocis: 3.0 Advocis - IAS26028603

Content
  • 2026 Wealth Leadership Forum Introduction (1:54)
  • What Sets the Best Apart: Lessons from America's top advisors (30:48)
  • Next-Gen Clients: Retain and attract the heirs of wealth (34:29)
  • AI and Automation: Ahead of the curve (10.51)
  • AI and Automation: From pilot to practice (23.17)
  • Building Resilient Portfolios with Alternatives (30:45)
  • Best Practices for Buying and Selling a Book of Business (33:35)
  • Is Crypto a Once-in-a-Generation Opportunity? (19:13)
  • AI, Empathy, and the Future of Human Advice (43:51)
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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