Financial Advisors


AN INVITATION & CALL TO ACTION

Are you a financial advisor?
Attend CVIC 2018!

Are you an advisor that works with Catholic individuals or institutions?
Attend CVIC 2018!

Are you looking to grow your client base and increase your AUM?
Attend CVIC 2018!

Are you ready to explore the niche areas of “Socially Responsible Investing” and “Impact Investing”--two of the hottest sectors where clients are seeking solutions?
Attend CVIC 2018!

Not wanting to do all this alone?  Looking to meet some of the finest like-minded individuals?
Attend CVIC 2018!

We have prepared a comprehensive event for you to attend--in person or virtually--that will either get you started down this road or walk with you as a trsuted mentor.

Are you ready?  Now is the time to begin the journey...


NETWORKING OPPORTUNITIES

Other attendees you will be spending the day with:

  • Advisors
  • Individuals
  • Institutions
  • Investment Managers
  • Portfolio Managers
  • Clergy

CONTINUING EDUCATION (CE) CREDITS

For Financial Advisors Requesting CFP
Continuing Education (CE) Credit.

Up to four (4) hours of credits are available.

Instructions:

  1. Log IN to the system NOW to BEGIN tracking your time.
  2. Log OUT of the system LATER to STOP tracking your time. 

Log In to the system

Name *
Name
Address *
Address

Log Out of the system

I attest that I attended the following courses: *
Name *
Name