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  • $77.00
    Credits
    Ongoing Activity

    Managing Assets upon Death – 2015 Edition

    Learning Partner

    Over our lifetimes, we all tend to accumulate “stuff”, including investment assets, homes and various types of personal property. But as the saying goes, “you can’t take it with you”. This Course ...

  • $149.00
    Credits
    Ongoing Activity

    Income Tax Planning for Financial Advisors (Volume 1)

    Learning Partner

    As a financial advisor, you need to know enough about our tax system to be able to advise your clients appropriately. Given that the Income Tax Act is about 1,500 pages long and constantly changing, ...

  • $20.00
    Credits
    Ongoing Activity

    More Shades of Grey - Ethical Dilemmas for Financial Advisors (2016 Edition)

    Learning Partner

    Building on the success of our course Many Shades of Grey (2015), More Shades of Grey includes five NEW case studies for you to consider. Each case study presents an ethical dilemma that you might ...

  • $77.00
    Credits
    Ongoing Activity

    Planning to Borrow - Module 1

    Learning Partner

    Planning to Borrow is a three-module continuing education series devoted to the topics of credit and credit management. The series will help advisors: • gain a better understanding of consumer credit ...

  • $77.00
    Credits
    Ongoing Activity

    Planning to Borrow - Module 2

    Learning Partner

    Planning to Borrow is a three-module continuing education series devoted to the topics of credit and credit management. The series will help advisors: • gain a better understanding of consumer credit ...

  • $77.00
    Credits
    Ongoing Activity

    Planning to Borrow - Module 3

    Learning Partner

    Planning to Borrow is a three-module continuing education series devoted to the topics of credit and credit management. The series will help advisors: • gain a better understanding of consumer credit ...

  • $41.00
    Credits
    Ongoing Activity

    Employer Pensions - 2016 Edition

    Learning Partner

    Pension plans tend to be poorly understood by many employees. As a financial advisor, you need to help your clients become more knowledgeable about this key component of retirement savings. This ...

  • $35.00
    Credits
    Ongoing Activity

    Behavioural Finance for Financial Planners

    Learning Partner

    As a practicing advisor, it probably didn’t take you long to realize that your clients rarely behave like the rational, consistent, mechanical decision makers that we’ve read about in textbooks. ...

  • $47.00
    Credits
    Ongoing Activity

    Annuities for Financial Advisors

    Learning Partner

    As ever greater numbers of Canadians are approaching or entering retirement, the interest in retirement income planning has been steadily increasing. Annuities form the basis of many retirement income ...

  • $41.00
    Credits
    Ongoing Activity

    Registered Disability Savings Plans (RDSPs)

    Learning Partner

    Many parents who have a child with a disability worry about that child's future well-being, and how to provide for their long-term security after the parents' deaths. RDSPs give families a valuable ...

  • $29.00
    Credits
    Ongoing Activity

    CPP & OAS - 2015 Edition

    Learning Partner

    The Canada Pension Plan (CPP) and Old Age Security (OAS) programs are important components of a person’s retirement income plan. As an advisor, you need to understand how these programs work and what ...

  • $41.00
    Credits
    Ongoing Activity

    Segregated Funds

    Learning Partner

    Despite their many similarities to mutual funds, segregated funds can be hard to understand, and to explain to clients. This course will give you a strong knowledge base so that you can better serve ...

  • $25.00
    Credits
    Ongoing Activity

    Professional Responsibility for Financial Advisors

    Learning Partner

    Building on the success of "More Shades of Grey - Ethical Dilemmas for Financial Advisors", this course presents 5 new case studies and gives you the opportunity to consider how they could be handled ...

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