For your friends and families, the end of the year typically means holiday cheer. For you, though, it means CE deadlines.
A few years ago, an advisor—let’s call him Frank—shared his sad tale of ringing in the new year mere seconds after he completed his final CE credits on CECorner.ca website.
Don’t be Frank.
There are still a few days before the holiday festivities start in earnest. Set aside an hour or two and finish up your requirements with our CE courses.
Authors Anne Manson and Doug Towill of CI Investments identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
Successful completion of this course will earn you 1.5 professional development credits from IIROC, two from FPSC and two from The Institute.
In the course, Raymond Kerzérho, director of research at PWL Capital, shows how to measure the impact of portfolio rebalancing on return and risk. You’ll come away being able to quantify the net benefits of rebalancing.
Successful completion of this course will earn you 1.5 professional development credits from IIROC, 1.5 from FPSC and one from the The Institute.
And don’t miss our other courses: