The premier CE destination for Canada's financial professionals

Special Needs & Disability Estate Planning

This presentation cements Ken Pope as one of the foremost experts in the field of Estate Planning for people with disabilities in Canada.

If any of your clients have a child or grandchild living with a disability, then this presentation is a must to better understand how you can help your clients plan for their children's future.  Learn about the government programs, and the planning tools at your disposal from the expert!

Rate Cuts? We're Talking About Rate Cuts, Man!

CAASA Classroom Online ft. Accelerate Financial Technologies

Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor.

Aging Well in Today's World

As medical technology continues to improve, people are living longer.  This is an indisputable fact that is reflected in the increase in life expectancy over the past 30 years.  However, this amazing news of longer healthier lives is causing a huge problem... Paying for more retirement years, and paying for the long term care facilities that are needed when the burden of care becomes too great.

This presentation takes a closer look at the many of the financial and emotional challenges that people face as they, and their parents get older.  This presentation will leave you informed and concerned about the challenges of aging, and motivated to do something to get yourself and your clients better prepared.

This presentation is a more advanced look at the issues uncovered in the Long Term Care Planning presentation.

Self-Awareness

A practice management course to assist learners in building or rebuilding their skills and confidence.

In this course learn how to build or rebuild your skills and confidence through reading on self-awareness insights. The learner will develop behaviours, business planning skills and networking skills that will eventually lead to improved communications and relationships. 

2019 Federal Budget

Jamie Golombek, managing director of tax and estate planning, CIBC Financial Planning & Advice, recaps the 2019 budget and offers analysis and advice on how it will affect you and your clients in this webinar.