The premier CE destination for Canada's financial and insurance professionals


CE Corner has courses to enlighten and challenge you, while helping you meet your professional obligations. You'll find courses accredited by IIROC, FP Canada, IAFE, RIBO and more. It's all the accreditation you need in one place.

Become a CE Corner member to unlock unlimited course access, PLUS exclusive features and benefits to ensure you are compliant and on track.

Looking for a solution for your whole team? Check out CE Corner for Teams to see how we can help.

 

FEATURED

  • Ethical Financial Planning

    Explore the intersection of financial planning, professional responsibility and ethical conduct in this video with presenter Steve Bridge of Money Coaches Canada.

    The course helps equip financial advisors and planners to provide financial guidance, build strong client relationships and make a positive impact through financial planning while upholding FP Canada’s standards of professional responsibility. After taking the course, financial professionals will know:

    • the importance of integrating FP Canada’s standards of professional responsibility into financial planning in ways that serve clients’ interests (26%)
    • how to conduct meaningful conversations with clients to establish goals, and how such discussions reflect the standards of professional responsibility (20%)
    • ways to provide clarity to clients about net worth and cash flow, and how doing so reflects the standards of professional responsibility (20%)
    • how professional responsibility relates to retirement planning, such as when to begin CPP (17%)
    • how professional responsibility relates to investment planning, such as discussing fees with clients (17%)

    Steve Bridge is an advice-only CERTIFIED FINANCIAL PLANNER® professional with Money Coaches Canada in Vancouver. He specializes in retirement and pension planning, financial planning, budgeting and cash flow planning, and financial wellness. In addition to acting as an expert source for multiple media outlets, he regularly speaks on a range of financial topics, including financial literacy.

    Course provider:  

    CE Corner

    Credits:

    IIROC Cycle 9

     1.00

    MFDA

     1.00

    Price:

     $0.00

  • ETF Investing in a High-Rate Environment

    The Bank of Canada’s policy rate has hit a 22-year high, and interest rates around the world are high too. How can financial advisors use ETFs to meet the challenges and opportunities present in this investing environment? What ETF innovations are needed to adapt to the new realities of the economy? 

    This virtual roundtable, hosted by Advisor.ca and Investment Executive, provides advisors with strategies they can use to support clients in today’s challenging markets. 

    Sponsored by Desjardins, Fidelity Investments Canada and National Bank Investments, and thank you to our industry association partner, CETFA

    Course provider:  

    Advisor.ca and Investment Executive

    Credits:

    IIROC Cycle 9

     0.75

    FP Canada

     1.00

    Price:

     $0.00

    Categories:

     

    Professional Development

  • Is Your Firm SRO-Ready?

    Learn how the merger of the Investment Industry Regulatory Organization of Canada and the Mutual Fund Dealers Association of Canada into the Canadian Investment Regulatory Organization presents a significant opportunity for firms to create client-centric journeys and tailor products for omnichannel distribution, resulting in cost savings and operational efficiencies. This panel explores how Canadian wealth leaders are looking at the opportunities and threats of convergence, consolidation and lifetime account relationships, and what it implies for operations, sales and channel experience.

    Course provider:  

    Broadridge

    Credits:

    IIROC Cycle 9

     1.00

    MFDA

     1.00

    Price:

     $0.00

  • Protecting Your Identity in the Age of AI

    Join this webinar to gain valuable insights into the evolving challenges and effective measures to mitigate risks. This lesson will outline threats to your identity and their potential impacts, strategies to protect your identity and monitor for breaches, and tips you can share with your clients to help protect them, too. 

    Course provider:  

    NPC DataGuard

    Credits:

    The Institute

     1.00

    IIROC Cycle 9

     1.00

    Alberta Accreditation Committee

     1.00

    FP Canada

     1.00

    MFDA

     1.00

    CSF

     1.00

    Price:

     $0.00

Latest Courses

Intergenerational Eldercare Mediation

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

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

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

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

Course provider:   AGF Management Limited

Credits:

IIROC Cycle 9 

1.00

The Institute 

1.00

FP Canada 

1.00

Price:

$0.00

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 ...

Course provider:   AIMA Canada

Credits:

IIROC Cycle 9 

1.00

Price:

$0.00

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 ...

Course provider:   AIMA Canada

Credits:

IIROC Cycle 9 

1.00

Price:

$0.00

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER