
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 |
Course Type: |
Video |
Categories: Professional Development Financial Planning

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 |
Course Type: |
Video |
Categories: Professional Development Financial Planning

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 |
Course Type: |
Video |
Categories: Professional Development

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 |
Course Type: |
Video |
Categories: Professional Development

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 |
Course Type: |
Video |
Categories: Professional Development

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
Course provider: Manulife Investment Management with CE Corner
Credits: |
|
IIROC Cycle 9 |
1.00 |
FP Canada |
1.00 |
MFDA |
1.00 |
Course Type: |
Video |
Categories: Professional Development Financial Planning