Real Talk on Mentorship
Mentorship is often touted as a way to support the next generation of financial advisors, ...
March 18, 2024
Course provider: Advisor.ca and Investment Executive
Course Type: |
Video |
Categories: Professional Development
Innovations in Fixed Income ETFs: Unlocking New Monthly Cashflow Opportunities for Investors
In this course, you will gain insights into the current market environment for fixed income ...
March 05, 2024
Course provider: Harvest ETFs
Credits: |
|
FP Canada |
1.00 |
CIRO Cycle 10 |
0.75 |
MFDA (2023-2025) |
0.75 |
Course Type: |
Video |
Categories: Professional Development
2024 Economic Outlook: What the future holds for the P&C insurance industry
In 2023, the P&C insurance industry saw NatCats, inflation, geopolitical conflict, populism and a ...
February 22, 2024
Course provider: Canadian Underwriter
Credits: |
|
RIBO |
1.00 |
ICS |
1.00 |
ICM |
1.00 |
ICBC |
1.00 |
Course Type: |
Video |
Categories: General Insurance
2024 Outlook: Sightlines Webinar
What’s next for stocks and bonds? Find out what may be in ...
January 29, 2024
Course provider: Capital Group
Credits: |
|
The Institute/IAFE |
1.25 |
CIRO Cycle 10 |
1.25 |
FP Canada |
1.25 |
Course Type: |
Video |
Categories: Professional Development
Working with Cognitively Impaired Clients: What Financial Planners Should Know
As the Canadian population ages, more people will live with dementia, or cognitive impairment. This ...
January 26, 2024
Course provider: AGF Management Limited
Credits: |
|
The Institute/IAFE |
1.00 |
The Institute/IAFE |
1.00 |
ICS |
1.00 |
ICM |
1.00 |
ICBC |
1.00 |
FP Canada |
1.00 |
CIRO Cycle 10 |
1.00 |
CSF |
1.00 |
Alberta Insurance Council |
1.00 |
Course Type: |
Video |
Categories: Financial Planning Life Insurance
Capital Group Forum 2023: Insights with Impact
Join Capital Group’s investment professionals from around the globe to identify the opportunities ...
December 20, 2023
Course provider: Capital Group
Credits: |
|
CIRO Cycle 10 |
7.50 |
The Institute/IAFE |
9.00 |
CSF |
7.00 |
FP Canada |
9.00 |
Course Type: |
Video |
Categories: Professional Development