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Please select this option to search for activities added within the last 60 days.

  • N/A
    4 Credits
    Ongoing Activity

    Retirement Planning

    CI Investments

    Learning how to maximize the creation and management of an income plan to ensure a comfortable retirement for your clients.

  • N/A
    2 Credits
    Ongoing Activity

    Tax Effective Investing

    CI Investments

    Understanding that tax efficiency is important when selecting an investment strategy because taxes can be very costly to investors considering they have to pay in addition to the taxes they are ...

  • N/A
    3 Credits
    Ongoing Activity

    RESP

    CI Investments

    Understanding how RESPs provide the best vehicle for education savings, discuss their advantages and features, and introduce strategies to maximize clients' benefits. ...

Showing 1 - 3 of 3 total records