Skip to content

Please note that the CE Search tool is currently unavailable during scheduled maintenance and is expected to be back online December 11, 2018 9:00 am (EST). We apologize for any inconvenience this may cause.

Please note that we are currently investigating an issue with the Activity Start Date functionality and will have it resolved soon. We apologize for any inconvenience this may cause.

FPSC-Approved CE Search Tool

CE Search Results

Filter

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

  • N/A
    1 Credits
    Ongoing Activity

    Considerations in Divorce 1

    DYNAMIC FUNDS

    Separation and divorce have extensive emotional and financial implications. The value of financial advice at this time can be a critical factor in determining a client’s future lifestyle ...

  • N/A
    1 Credits
    Ongoing Activity

    Considerations in Divorce 2

    DYNAMIC FUNDS

    This presentation will explore the often confusing and contradictory world of divorce. Separating couples have a number of methods they can use to resolve their differences and arrive at a mutually ...

  • N/A
    1 Credits
    Ongoing Activity

    Considerations in Divorce 3

    DYNAMIC FUNDS

    Learn more about the impact separation or divorce has on family finances from the federal government perspective from Linda Cartier, President and chief trainer for the Academy of Financial Divorce ...

  • N/A
    1 Credits
    Ongoing Activity

    Home Ownership: Module 1

    DYNAMIC FUNDS

    This module provides an overview of saving strategies such as the Tax Free Savings Account, RRSPs and the Home Buyers’ Plan. It also provides an overview of the first time home buyer’s tax credit and ...

  • N/A
    1 Credits
    Ongoing Activity

    Home Ownership: Module 2

    DYNAMIC FUNDS

    In this module advisors learn how to help their clients benefit from home ownership including tax impacts of renovations, running a business from home and renting. Learn about various ways to help ...

  • N/A
    1 Credits
    Ongoing Activity

    Disability of a Child

    DYNAMIC FUNDS

    As a financial advisor you have an important role in helping clients with disabled children. This course explains how you can help your clients with income planning, getting specialized legal and tax ...

  • N/A
    1 Credits
    Ongoing Activity

    Disability of Client or Spouse

    DYNAMIC FUNDS

    If your client suddenly becomes disabled, there a number of areas where you can provide valuable advice and services. This course reviews issues to consider like source of income in the event of a ...

  • N/A
    1 Credits
    Ongoing Activity

    Helping Parents

    DYNAMIC FUNDS

    Module 1 provides you with the knowledge and resources required to help your clients plan ahead for when their aging parents become ill. Issues involving both diminishing capacity and incapacity are ...

  • N/A
    1 Credits
    Ongoing Activity

    Diminishing Capacity

    DYNAMIC FUNDS

    Module 1 highlights the challenges that your clients may experience as they try to help their parents through illness and diminishing capacity. The focus of the presentation is on how you can help ...

  • N/A
    1 Credits
    Ongoing Activity

    Leaving a Job 1

    DYNAMIC FUNDS

    Key issues to consider when leaving a job are reviewed in this module including severance payments, pension plans, group RRSPs and group benefits. Evelyn Jacks provides practical ways to help your ...

  • N/A
    1 Credits
    Ongoing Activity

    Leaving a Job 2

    DYNAMIC FUNDS

    Advanced issues to consider when leaving a job are reviewed in this module including stock options, DPSPs, and employee loans. Rules and regulations are explained in detail. ...

  • N/A
    2 Credits
    Ongoing Activity

    Financial Consequences of Marriage

    DYNAMIC FUNDS

    Financial Consequences of Marriage describes the differences between a common law relationship and a marriage with respect to provincial and federal rights and responsibilities. In this course, ...

  • N/A
    2 Credits
    Ongoing Activity

    Registered Educational Savings Plans

    DYNAMIC FUNDS

    There are many rules and regulations surrounding Registered Education Savings Plans (RESPs) and the affiliated Canada Education Savings Grant. This course provides you with all the technical details ...

  • N/A
    1 Credits
    Ongoing Activity

    Buying or Selling a Book of Business

    DYNAMIC FUNDS

    Advisors will have a better idea whether they are a buyer or a seller the many issues to consider. According an article published by Investment Executive in Sept 2012, less than 17.7% of advisors with ...

  • N/A
    2 Credits
    Ongoing Activity

    Smarter giving for greater effect

    DYNAMIC FUNDS

    Advisors will get a better idea on the subject of integrating charitable giving into the financial and estate planning process. Advisors will learn more about a sometimes overlooked but important ...

Showing 1 - 15 of 108 total records