Hard Conversations: Keeping Clients on Track in Challenging Times

By Manulife Investment Management with CE Corner

Decades-high inflation. Rising interest rates. Panicked markets. There’s no shortage of investment risks right now, and that’s leaving advisors and investors asking, “What do I do now?” Luckily, you don’t have to face these challenges alone.

In this discussion, Kevin Headland and Macan Nia, Co-Chief Investment Strategists with Manulife Investment Management, along with Chris Chapman and Chris Hensen, portfolio managers of some of the firm’s flagship funds, discuss solutions to help you build resilient portfolios and drive productive conversations with clients. They present actionable investment ideas to give investors confidence and help bring them back from the sidelines.

Hard Conversations: Keeping Clients on Track in Challenging Times

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 9

Compliance

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Professional Development

1.00

CSF

Matières générales

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Assurance de personnes

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Courtage en épargne collective

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Insurance of persons

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General Subject

1.00

FP Canada

Professional Responsibility

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Product Knowledge

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Practice Management

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Financial Planning

1.00

MFDA (2021-2023)

Professional Development

1.00

Business Conduct - Non-Ethics

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Course Type:

Video

Passing Grade:

9/13 (69%)

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