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Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

CE course: 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 September 19, 2018
  • 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 September 19, 2018
  • 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 September 21, 2018
  • 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 September 26, 2018
  • 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 September 6, 2018
  • 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

Foreign withholding taxes: How to estimate the hidden tax drag on U.S. and international equity index funds and ETFs

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain the ins and outs of foreign withholding tax on U.S. and international equity…

Tax loss selling: Using Canadian-listed ETFs to defer taxes on capital gains

OBJECTIVE “Tax loss selling: Using Canadian-listed ETFs to defer taxes on capital gains” is eligible for CE credits, see Accreditation details for more information No…

Kicking the bucket strategy

Financial planner and market theoretician Jim Otar explains the problems with bucket strategies.

  • By: Jim Otar
  • October 24, 2013 September 10, 2018
  • 00:00

Tweaking withdrawals for lifelong income

A common misconception about retirement income planning is that if a portfolio doesn’t grow as planned, all you need to do is bring down withdrawals…

  • By: Jim Otar
  • October 23, 2013 September 9, 2018
  • 00:00

Understanding CRM II’s performance reporting requirements

OBJECTIVE “Understanding CRM II’s performance reporting requirements” is eligible for CE credits, see Accreditation details for more information [Please note: this course does not qualify…

Understanding CRM II’s performance reporting requirements

OBJECTIVE “Understanding CRM II’s performance reporting requirements” is eligible for CE credits, see Accreditation details for more information The rules associated with Phase II of…