Scoring Your Client’s Financial Fitness and Understanding the Attitudes and Social Values of Canadian Financial Behaviour
March 23rd, 2017 at 11:00 am – 12:00 pm EST
or March 23rd, 2017 at 3:00 pm – 4:00 pm EST
Transform your professional capacity with change maker education, the opportunity to engage with other professionals and earn your Continuing Education Units.
Register for this Academy Learning Lab: Scoring Your Client’s Financial Fitness presented by David MacDonald, MBA, CMRP, Group Vice President, Environics Research Group.
David will inform, engage and empower you with a deep understanding of the art and science behind the Financial Fitness Score, an attitudinal, behavioural and outcomes measure, that is reflective of your client’s personal finances and important to your work with them.
Through this Learning Lab, you will be equipped to further assist clients shift their thinking towards money management, leading to better client outcomes through deep understanding of Canadian financial fitness research and tracking.
David MacDonald oversees Environics’ research programs. He works with clients, including the financial services sector, to design and execute custom studies, that involve both qualitative and quantitative surveys. David has led projects involving the application of social values analysis and consumer segmentation strategies, twice receiving Awards of Excellence and Best In Class for research.
A member of the Environics Research Group since 1999, David holds a Dean’s List MBA in International Business from Schulich, and a B.A. in International Relations and Economics from the University of Toronto. In 2008, he earned the Certified Marketing Research Professional (CMRP) designation. David has been a member of the Advisory Committee of the Georgian College Research Analyst Program (RAP) since 2001, and is currently serving as Committee Chair.
To provide opportunity for our designees from across the Country, the Learning Lab will be provided at the following times:
- Thursday, March 23rd at 11:00 AM – 12:00 PM EST $75.00
- Thursday, March 23rd at 3:00 PM – 4:00 PM EST $75.00
How to Register:
Register for the Learning Lab below. Once payment has been processed, information about how to log into the Learning Lab will be sent to you by email prior to the Learning Lab.
Lifelong learning is key to your professional destiny.
See you at the Lab,
Chief Executive Officer
Academy Learning Lab
William Moores, Director Education, firstname.lastname@example.org or call 905-945-5644 ext. 221
- Register early to avoid disappointment.
- Registrations are non-refundable.