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The new era of fixed income

Bonds are back in the news as a sharp increase in yields present investors with a good news/bad news story. This package explains the economic and political factors behind this shift, the role of government and corporate issuers and the implications of all this for advisors and their clients.

Sponsored by NEI

CIRO-ID, FP Canada, and IAFE/The Institute credits are pending.

Private Markets Primer: Explaining private markets to your clients

A comprehensive introduction to private market investing, covering what private markets are, why they matter, and how each of the four major asset classes (Private Debt, Private Equity, Private Real Estate, and Private Infrastructure) works in practice.

IPF/IFP credits are pending.

Understanding Women's Financial Needs: Retirement Planning for Women

This on-demand course equips advisors with practical insights for better understanding and serving women throughout their financial planning journey. Participants will explore the changing financial landscape for women, including the intergenerational wealth transfer, longer life expectancy, caregiving responsibilities, and factors that can contribute to a retirement savings gap.

The course examines strategies for attracting and retaining female clients through authentic marketing, relationship-based outreach, and more meaningful financial conversations. It also explores the psychology of money, including how understanding a client's personal "Wealth Why" and natural financial behaviours can help advisors recognize the emotional and practical factors that influence financial decision-making.

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.

CIRO-ID, CIRO-MFD, IPF/IFP, and AIC credits are pending.