News and resources for Canada's top financial advisors
Take this CE Course, which consists of a slide presentation and accompanying audio.
|March 21, 2016
1 min read
The authors identify red flags investors should watch for when assessing company stocks.
Al and Mark Rosen
|January 22, 2016
26 min read
Retail advisors can use a pension-style approach to optimize clients’ drawdown portfolios
Graham Westmacott and Susan Daley
|December 7, 2015
This course assesses the probability of various investment strategies meeting education savings goals through RESPs.
|May 8, 2015
12 min read
This course explores how financial advisors can enhance their practices by learning how to advise executors.
|May 8, 2015
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 ETF investments outside registered accounts, taxes can take a big bite out of returns. Unfortunately, comparing the tax-efficiency of similar ETFs is difficult, because there is no standard method for […]
Justin Bender and Dan Bortolotti
|January 23, 2015
15 min read
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 Advanced Financial Education, and the Insurance Council of Manitoba. Please see Accreditation Details for more information. Some of the most common precepts of retirement planning don’t hold up under close scrutiny. […]
December 2, 2014
19 min read
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 address flaws in the traditional application of Modern Portfolio Theory related to Strategic Asset Allocation (SAA). Estimates of parameters for portfolio optimization based on long-term observed average values are shown […]
Adam Butler, Michael Philbrick and Rodrigo Gordillo
|November 12, 2014
18 min read
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 use the Shiller CAPE global equity index rotation model proposed by Mebane Faber as a template for exploring a variety of portfolio optimization methods. Introduction The paper, Global Value: Building […]
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 and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course, “Purpose-Driven Sustainable […]
September 24, 2014
9 min read