Continuing Education

Decorative pattern

Industry

More than half pass Level III CFA exam

The CFA Institute has announced that of 26,882 candidates that sat for the Level III CFA exam in June 2014, 54% passed the third and final exam. Pending experience and membership requirements, these successful candidates will become CFA charterholders starting in early October, bringing the number of charterholders worldwide to more than 125,000.

By Staff |August 12, 2014

1 min read

Decorative pattern

Industry

CPA teams up with U.S. partner on credentials

CPA Canada and the American Institute of CPAs are teaming up to give CPAs in both countries access to the same technical resources and advanced credentials, the associations say.

By Staff |February 21, 2014

1 min read

Decorative pattern

Tax News

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

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. OBJECTIVE No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain. Tax loss selling is a technique for harvesting capital losses in non-registered accounts so they can be […]

By Justin Bender and Dan Bortolotti |December 5, 2013

17 min read

Decorative pattern

Industry

Must-reads on retirement planning

No one knows retirement risk better than Jim Otar. Get a clear understanding of the dangers your clients face—and how to deal with them—with Jim’s six CE Corner courses:

By Staff |October 30, 2013

1 min read