The premier CE destination for Canada's financial and insurance professionals

Ethical Financial Planning

Explore the intersection of financial planning, professional responsibility and ethical conduct in this video with presenter Steve Bridge of Money Coaches Canada.

The course helps equip financial advisors and planners to provide financial guidance, build strong client relationships and make a positive impact through financial planning while upholding FP Canada’s standards of professional responsibility. After taking the course, financial professionals will know:

• the importance of integrating FP Canada’s standards of professional responsibility into financial planning in ways that serve clients’ interests (26%)
• how to conduct meaningful conversations with clients to establish goals, and how such discussions reflect the standards of professional responsibility (20%)
• ways to provide clarity to clients about net worth and cash flow, and how doing so reflects the standards of professional responsibility (20%)
• how professional responsibility relates to retirement planning, such as when to begin CPP (17%)
• how professional responsibility relates to investment planning, such as discussing fees with clients (17%)

Steve Bridge is an advice-only CERTIFIED FINANCIAL PLANNER® professional with Money Coaches Canada in Vancouver. He specializes in retirement and pension planning, financial planning, budgeting and cash flow planning, and financial wellness. In addition to acting as an expert source for multiple media outlets, he regularly speaks on a range of financial topics, including financial literacy.

ETF Investing in a High-Rate Environment

The Bank of Canada’s policy rate has hit a 22-year high, and interest rates around the world are high too. How can financial advisors use ETFs to meet the challenges and opportunities present in this investing environment? What ETF innovations are needed to adapt to the new realities of the economy? 

This virtual roundtable, hosted by Advisor.ca and Investment Executive, provides advisors with strategies they can use to support clients in today’s challenging markets. 

Sponsored by Desjardins, Fidelity Investments Canada and National Bank Investments, and thank you to our industry association partner, CETFA

Is Your Firm SRO-Ready?

Learn how the merger of the Investment Industry Regulatory Organization of Canada and the Mutual Fund Dealers Association of Canada into the Canadian Investment Regulatory Organization presents a significant opportunity for firms to create client-centric journeys and tailor products for omnichannel distribution, resulting in cost savings and operational efficiencies. This panel explores how Canadian wealth leaders are looking at the opportunities and threats of convergence, consolidation and lifetime account relationships, and what it implies for operations, sales and channel experience.

Protecting Your Identity in the Age of AI

Join this webinar to gain valuable insights into the evolving challenges and effective measures to mitigate risks. This lesson will outline threats to your identity and their potential impacts, strategies to protect your identity and monitor for breaches, and tips you can share with your clients to help protect them, too.