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

  • $50.00
    5 Credits
    Ongoing Activity

    Death and Tax Impact

    Louis Jolicoeur

    To become familiar with tax consequences arising from an individual’s death, particularly those relevant to investment products. Distinguish between the tax treatment of registered and non-registered ...

  • $50.00
    5 Credits
    Ongoing Activity

    Ethics and Protection with Assuris

    Louis Jolicoeur

    To become familiar with the various protections offered by Assuris. Assuris’ Code of Conduct and Ethics to guide your professional conduct. Become familiar with possible value conflicts that ...

  • $50.00
    5 Credits
    Ongoing Activity

    Segregated Funds and Financial Planning

    Louis Jolicoeur

    • Reviewing the main features of segregated funds. • Making the link between segregated funds and their relevance in an investment portfolio. • Evaluating the use of segregated funds for ...

  • $100.00
    5 Credits
    Ongoing Activity

    Investment Suitability

    Louis Jolicoeur

    Make the advisor and financial planner aware of their responsibility to match investments with the client’s objective. Promote the professional ethics of the advisor and financial planner. ...

Showing 1 - 4 of 4 total records