Browse Courses






Search results for:
Number of results: 52

May 06, 2019

Course provider:   Strategist Business Development

Price:

FREE

Course Type:

Pdf

Categories: Practice Management

2019 Federal Budget

2019 Federal Budget

Jamie Golombek, managing director of tax and estate planning, CIBC Financial Planning & Advice,

March 21, 2019

Course provider:   TC Media

Credits:

FP Canada 

1.00

IIROC 

1.00

Price:

FREE

Course Type:

Webinar

Categories: Tax Finance Retirement

2019 Midyear Outlook

2019 Midyear Outlook

What's in store for global equities, fixed income and world economies for the

August 19, 2019

Course provider:   Capital Group

Credits:

IIROC 

1.00

FP Canada 

1.00

The Institute 

1.00

CSF 

1.00

Price:

FREE

Course Type:

Web Link

Categories: Finance Investments Income

2019 Outlook

2019 Outlook

In this presentation, Capital Group investment professionals share their 2019

June 03, 2019

Course provider:   Capital Group

Credits:

FP Canada 

1.00

IIROC 

1.00

The Institute 

1.00

CSF 

1.00

Price:

FREE

Course Type:

Web Link

Categories: Finance Investments Income

34 Ways to Be a Better Advisor

34 Ways to Be a Better Advisor

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

October 12, 2018

Course provider:   Advisor's Edge

Credits:

FP Canada 

1.00

Price:

FREE

Course Type:

Web Link

Adaptive Asset Allocation: A Primer

Adaptive Asset Allocation: A Primer

Modern portfolio theory isn't perfect, and there are alternative approaches.  

October 12, 2018

Course provider:   Advisor's Edge

Credits:

FP Canada 

2.50

Price:

FREE

Course Type:

Web Link

Categories: Finance Investments


Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • Benefits Canada
  • Avantages
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)