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Number of results: 140

Intergenerational Eldercare Mediation

Help the whole family plan for eldercare. Financial advisors increasingly serve families of multiple generations. ...

November 23, 2023

Course provider:   AGF Management Limited

Credits:

IIROC Cycle 9 

1.00

The Institute 

1.00

FP Canada 

1.00

CSF 

1.00

Price:

$0.00

Course Type:

Video

Digital Assets and Rewards (Loyalty) Programs: Financial Advisor Essentials

In today’s world, estate planning includes planning for your client’s digital ...

November 22, 2023

Course provider:   AGF Management Limited

Credits:

IIROC Cycle 9 

1.00

The Institute 

1.00

FP Canada 

1.00

Price:

$0.00

Course Type:

Video

AIMA Canada Wealth Advisor Summit: Alternative due diligence, manager selection and KYP/KYC alignment

Advisors are increasingly turning to alternative investments for diversification, volatility protection and non-correlated returns. AIMA ...

November 21, 2023

Course provider:   AIMA Canada

Credits:

IIROC Cycle 9 

1.00

Price:

$0.00

Course Type:

Video

AIMA Canada Wealth Advisor Summit: Private credit in retail portfolios

Advisors are increasingly turning to alternative investments for diversification, volatility protection and non-correlated returns. AIMA ...

November 20, 2023

Course provider:   AIMA Canada

Credits:

IIROC Cycle 9 

1.00

Price:

$0.00

Course Type:

Video

AIMA Canada Wealth Advisor Summit: Case for alternatives in portfolio construction

Advisors are increasingly turning to alternative investments for diversification, volatility protection and non-correlated returns. AIMA ...

November 20, 2023

Course provider:   AIMA Canada

Credits:

IIROC Cycle 9 

1.00

Price:

$0.00

Course Type:

Video

Trick-or-treat? Don’t let the economy spook your clients

Kevin Headland and Macan Nia chat with Chris Chapman about how to position your clients&...

November 10, 2023

Credits:

IIROC Cycle 9 

1.00

FP Canada 

1.00

MFDA 

1.00

Price:

$0.00

Course Type:

Video


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