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CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

Portrait of young business man and woman sitting in cafe and discussing contract. Diverse businesspeople meeting in hotel lobby reading documents.

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

Executives are discussing the financial results of the Company for the marketing plan.

IIROC’s revised CE rules to take effect Jan. 1

Advisors could face suspensions if their firms don’t report credits on time

Young business woman working at desk typing on a laptop in office and drinking coffee.

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.

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.

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.

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’…

ARCHIVED: Personal tax season – Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

CE Course: Red flags for equity investors

The authors identify red flags investors should watch for when assessing company stocks.

The design and depletion of retirement portfolios

Retail advisors can use a pension-style approach to optimize clients’ drawdown portfolios

CE Course: RESP investment strategies

This course assesses the probability of various investment strategies meeting education savings goals through RESPs.

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.

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…

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…

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…

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