Course content

    1. Recording

About this course

  • $39.00
  • 1 CPD hour
  • December 10, 2021

Instructor(s)

Jason Pereira

Jason is a well known and accomplished financial planner. He holds nine industry designations and has either been a finalist, or a winner of 35 industry awards, including being the first and only three-time winner of the Global Financial Planning Award. His commentary and writing has appeared in every major media outlet in the country and he currently serves as a columnist for the Globe & Mail's Globe Advisor and he serves as the founding president of the Financial Planning Association of Canada.

In 2018 Jason combined his passions for Finance and Technology and created the Fintech Impact podcast in order to create a better understanding of technological trends and how they would compete or could be leveraged by advisors in their own practices. Since then he has recorded and aired over 170 episodes where he interviews fintech founders, consultants, venture capitalists and people of interest in the space and has become one of the top podcasts in the world on the subject. In addition, he currently serves on the advisory boards of three fintech companies.