Halfway through an SRO ban, ex-rep agrees to new suspension
An OSC enforcement action against a former rep has extended an existing suspension
Latest news in Continuing Education
CE Course: Optimal asset location
Examining how taxes, expected investment outcomes and utility can affect asset location
- By: Benjamin Felix
- October 15, 2020 October 16, 2020
- 16:00
CFAs can fast-track to planner designation under new IAFP program
Applicants will still be required to submit a comprehensive financial plan and complete a technical exam
- By: Staff
- October 5, 2020 October 15, 2020
- 11:41
CE Course: Dollar-cost averaging vs lump sum investing
Examining which investment method produces better returns
- By: Benjamin Felix
- August 25, 2020 August 25, 2020
- 14:08
IIROC’s revised CE rules to take effect Jan. 1
Advisors could face suspensions if their firms don’t report credits on time
- By: Greg Dalgetty
- December 20, 2019 December 20, 2019
- 11:53
FP Canada Institute launches education programs
Programs will be mandatory for those seeking the CFP
- By: Staff
- October 2, 2019 October 2, 2019
- 10:56
Get your CE credits before year’s end
The IIROC cycle ends Dec. 31, 2017
- By: Staff
- December 15, 2017 March 19, 2019
- 00:00
Personal tax season — Are you ready?
Take this CE Course, which consists of a slide presentation and accompanying audio.
- By: Michelle Connolly
- March 17, 2017 August 22, 2019
- 00:00
CE Course: 34 ways to be a better advisor
The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
- By: Anne Manson and Doug Towill
- November 10, 2016 August 16, 2021
- 10:00
Rebalancing act: Estimating the value added through portfolio rebalancing
Raymond Kerzérho, director of research at PWL Capital, shows how to measure the impact of portfolio rebalancing on return and risk.
- By: Raymond Kerzérho
- July 19, 2016 April 18, 2019
- 00:00
Great expectations: How to estimate future stock and bond returns when creating a financial plan
The authors describe a methodology to calculate the expected returns and risk level of stocks and bonds, and how it can be used in clients’…
- By: Dan Bortolotti and Raymond Kerzérho
- May 25, 2016 August 22, 2019
- 00:00
ARCHIVED: Personal tax season – Are you ready?
Take this CE Course, which consists of a slide presentation and accompanying audio.
- By: Michelle Connolly
- March 21, 2016 October 22, 2018
- 13:17
CE Course: Red flags for equity investors
The authors identify red flags investors should watch for when assessing company stocks.
- By: Al and Mark Rosen
- January 22, 2016 August 22, 2019
- 00:00
The design and depletion of retirement portfolios
Retail advisors can use a pension-style approach to optimize clients’ drawdown portfolios
- By: Graham Westmacott and Susan Daley
- December 7, 2015 August 22, 2019
- 00:00
CE Course: RESP investment strategies
This course assesses the probability of various investment strategies meeting education savings goals through RESPs.
- By: Graham Westmacott
- May 8, 2015 August 22, 2019
- 00:00
CE Course: Challenging Dynamics for Executors; Boom or Bust for Advisors?
This course explores how financial advisors can enhance their practices by learning how to advise executors.
- By: Mark O’Farrell
- May 8, 2015 August 22, 2019
- 00:00
CE Course: After-tax returns: How to estimate the impact of taxes on ETF performance
COURSE SUMMARY Justin Bender and Dan Bortolotti of PWL Capital explain how to estimate the impact of taxes on ETF performance. Introduction If clients hold…
- By: Justin Bender and Dan Bortolotti
- January 23, 2015 August 22, 2019
- 00:00
CE Course: Seven deadly sins of distribution portfolios
Course Summary Financial planner and market theoretician Jim Otar debunks common misconceptions concerning distribution portfolios. This course is accredited by IIROC, FPSC, The Institute for…
- By: Jim Otar
- December 2, 2014 August 22, 2019
- 00:00
CE Course: Adaptive Asset Allocation: A Primer
This course is accredited by IIROC, FPSC and The Institute for Advanced Financial Education. Please see Accreditation Details for more information. Course Summary: The authors…
- By: Adam Butler, Michael Philbrick and Rodrigo Gordillo
- November 12, 2014 March 19, 2019
- 00:00
CE Course: Global CAPE Model Optimization
This course is accredited by IIROC, FPSC and The Institute for Advanced Financial Education. Please see Accreditation Details for more information. Course Summary: The authors…
- By: Adam Butler, Michael Philbrick and Rodrigo Gordillo
- November 12, 2014 August 22, 2019
- 00:00
CE Course: Compendium of Sustainable Withdrawal Rates, Part 2
Earn CE credits “Compendium of sustainable withdrawal rates, part 2” is eligible for CE credits, see Accreditation details for more information Course summary: Financial planner…
- By: Jim Otar
- September 24, 2014 August 22, 2019
- 00:00
CE Course: Compendium of Sustainable Withdrawal Rates, Part 1
Earn CE credits “Compendium of sustainable withdrawal rates, part 1” is eligible for CE credits, see Accreditation details for more information. Course summary: Financial planner…
- By: Jim Otar
- September 12, 2014 August 22, 2019
- 00:00
Purpose-driven sustainable withdrawal rate
Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates for Canadian portfolios
- By: Jim Otar
- June 5, 2014 August 22, 2019
- 00:00
New CE course from retirement guru Jim Otar
Your clients are approaching the drawdown phase, and you need to pinpoint an annual withdrawal rate that ensures they won't run out of money. If…
- By: Staff
- June 5, 2014 August 22, 2019
- 00:00
As easy as ACB: Understanding and tracking adjusted cost base with ETFs
Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain ACB reporting for ETFs
- By: Justin Bender and Dan Bortolotti
- June 2, 2014 August 22, 2019
- 00:00