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

  • N/A
    1 Credits
    Ongoing Activity

    Client Discovery

    CI Investments

    n/a

  • N/A
    1 Credits
    Ongoing Activity

    Power of Social Networking

    CI Investments

    n/a

  • N/A
    4 Credits
    Ongoing Activity

    Mutual Funds

    CI Investments

    Understanding how mutual funds provides the benefit of having a professional manage their investments, take care of record keeping, and diversify their dollars over many different securities that may ...

  • N/A
    5 Credits
    Ongoing Activity

    Strategic Asset Allocation

    CI Investments

    Understanding the focus of the fundamentals of portfolio construction and management and the investment alternatives to fulfill the clients' needs.

  • N/A
    6 Credits
    Ongoing Activity

    RRSP

    CI Investments

    Understanding the RRSP fundamentals, their importance to Canadian investors, and the strategies that can be used to enhance clients' investments.

  • N/A
    4 Credits
    Ongoing Activity

    Segregated Funds

    CI Investments

    Examining the conditions and characteristics of segregated funds and how they are beneficial to clients.

  • 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. ...

  • N/A
    2 Credits
    Ongoing Activity

    TFSA

    CI Investments

    Examining and analyzing the structure of TFSA and and how it is beneficial for users.

Showing 1 - 10 of 10 total records