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.

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:

Noah Gaynor - CEO Continuum

Alex Deshefsky -  Co-Founder Continuum

Daniel Asper - C0-Founder Continuum