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Referral Excellence: Aligning Ethics, Compliance and Business Development!

Thursday November 6th, 2025

1PM - 2PM (EST) Ontario Time

LIMITED ATTENDANCE FOR THIS ONE – REGISTER NOW!

in Partnership with...

Mr. Rod Burylo, CIM, FCSI

Rod Burylo will discuss how to develop effective referral-generation strategies for business development, with an emphasis on ethics and compliance. Rod will discuss communications strategy and specific compliance risks. Advisors will learn how to improve the quantity and quality of referrals while mitigating risk and protracting their practice.

Rod Burylo, CLU, FCSL, is an international speaker, business author, and media source, with over 35 years of financial services industry experience as financial advisor, branch and relational manager, Chief Compliance Officer, and director of public and private companies.

With an undergraduate specialization in applied ethics and jurisprudence, he has been providing business ethics training and education since 1988.

Rod is a Canadian Advisor of the Year Award winner, Champion of Financial Literacy Award finalist, and Board Chair for the Foundation for the Advancement of Entrepreneurship.

He currently serves as Associate Portfolio Manager and Investment Review Committee member for Equate Asset Management – a manager of individual and corporate portfolios, pensions, and an investment fund.

YOUR INVESTMENT TO ATTEND

BC, SK, ON & Atlantic Canada Advisors - View the 1-hour webinar and receive 1 Life & A&S CE credit. After the webinar is completed, you will have access to an additional 14 CE credits by using our Online Courses Portal for a total of 15 CE credits.

AB resident Advisors - will not receive any CE credits for attending the webinar, but after the webinar is completed, you will have access to complete 15 CE credits by using our Online Courses Portal.

MB resident Advisors - will not receive any CE credits for attending the webinar, but after the webinar is completed, you will have access to complete 15 CE credits by using our Online Courses Portal.

QC resident Advisors - will not receive any CE credits for attending the webinar, but after the webinar is completed, you will have access to complete 15 CE credits by using our Online Courses Portal.

Only: $159.00 + TAX

You'll have 60 days from the webinar to complete the additional online hours.

Note to above - Check the Online Course Portal and see which courses will qualify for your ETHICS CE credit requirement for your Province or CFP Designation (FP Canada), AND do that course as part of your FREE ADDITIONAL ONLINE CE Credits that we are giving you for attending this webinar.

MFDA - You can now choose MFDA credits ONLINE as part of your FREE ADDITIONAL ONLINE CE - CHECK OUR APPROVED MFDA Courses here MFDA APPROVED CE COURSES.

FP Canada - Please note - This presentation can count towards General CE requirements. Effective January 1, 2025. FP Canada's CE requirements are now grouped into three categories: Financial Planning, Professional Responsibility, and General CE including Giving Back. CE in the Financial Planning & Professional Responsibility category must be accredited by FP Canada.

General CE - Does NOT NEED TO BE ACCREDITED by FP Canada to meet FP Canada's requirements. View all the General CE information HERE.

(IIROC) - Any CE credits earned from Pro-Seminars may also be used to satisfy CE requirements, provided the member firm has reviewed the course/seminar to ensure it complies with the IIROC Compliance and Professional Development requirements as set out in CE Rule 2650.

Advocis - Any CE credits earned from Pro-Seminars are considered "Approved" CE credits for Advocis. Send your certificate to them so that these CE credits are included for your Advocis CE requirements.

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