This CE session is for Canadian financial advisors who are integrating AI tools into their practice. It covers the regulatory framework—CIRO, PIPEDA, and FP Canada standards—and provides a practical 6-step workflow for using AI without compromising client data or your registration. All Professionals who are interested in risk management are welcome to attend.

Through interactive exercises and real-world scenarios, advisors learn how to sanitize PII, vet vendors, and maintain audit-ready records. Whether you're already using AI or just getting started, this session gives you the compliance playbook to adopt these tools confidently.

1.0 Ethics Credits from The Institute

Speakers:

Alex Dashefsky -  Co-Founder Continuum

Continuum is the #1 AI-powered client intelligence system in Canada.

Continuum uses AI to synthesize data across meetings, emails, and CRMs to surface insights and drive the next best action for every client.

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Registration $55 with CE Certificate - Recording Available

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information