The premier CE destination for Canada's financial professionals

2019 Federal Budget

CE credits pending - IIROC, FPSC

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. 

Are Equity Returns Predictable?

Navigating market volatility is the new normal. By exploring the potential predictability of the markets, advisors can be better positioned to reframe risk, help reduce the fear of investing and help improve investor confidence around expected future returns. Equity returns can be more predictable than you may think.

Transforming a Portfolio

On Oct 3, 2018, Advisor’s Edge and Investment Executive hosted an ETF Summit to provide much needed clarity on the benefits and challenges of using ETFs. 

This course is from one of the sessions. To watch the video, please sign up for the complimentary ETF Summit Virtual Conference

Once you are signed-in, visit the Conference and Agenda page to watch the video. Then return to CE Corner to take a quiz and earn your CE credits.

This practical workshop walks you through the investment, rebalancing and taxation implications of adding ETFs to a portfolio while closing out other positions. An in-depth look at the process will leave you with the tools to determine the optimal strategies for your own clients.

Understanding Assuris Protection

As a financial advisor, part of helping your clients build their overall financial plan includes a discussion about insurance options. It is also important to help them become informed consumers by advising them of the protection provided by Assuris. This CE module explains how Assuris protects policyholders, should a company fail, by continuing their covered benefits under the original terms of the policy. It also explores different “real-life” scenarios so you can reassure your clients and give them peace of mind.

34 Ways to Be a Better Advisor

Learn how to improve client relationships, perform better discovery and give better advice.