Our newest CE offering provides practical guidance on how to estimate stock and bond returns when drawing up clients' financial plans.
One of the best ways to add value to client relationships is to help minimize clients’ tax bills every April. With our new CE course you’ll be equipped to do just that.
Take this CE Course, which consists of a slide presentation and accompanying audio.
Our new CE course will help you spot red flags when picking stocks.
The authors identify red flags investors should watch for when assessing company stocks.
The holidays are right around the corner, and if you’re looking for a solid excuse to get away from that painful conversation with your least favourite uncle, we’ve got you covered with a new CE course.
An MFDA rule proposal will require special training for reps wanting to sell ETFs, in line NI 31-103.
Check out our two new CE courses.
Having trouble figuring out how to calculate after-tax returns on ETFs? No need to panic: our new CE course walks you through each step.
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