The premier CE destination for Canada's financial professionals

Insurance and the business owner

Insurance can support estate planning, cover capital gains upon death and more.

To take the French version of this course and earn credits from La Chambre de la sécurité financière go here. 

 

What a recovery could look like

Capital Group portfolio manager Rob Lovelace brings his 35 years of experience as he shares his perspective on managing investments and clients' expectations through challenging markets. 

CE credits pending

Guide to market recoveries

Credits pending. 

Two veteran Capital Group portfolio managers - one U.S., one international - offer their views on the path to recovery for the global economy and world markets. They provide a healthy dose of optimism and long-term perspective. 

Coronavirus response by generation

New research from the U.S. offers surprising insights into millenial, Gen X and boomer investors and how they are responding to the crisis. It tracks changing attitudes and behaviours and strategizes how to help each generation come out of this downturn positioned for long-term success. 

The Next 10 Years in 45 Minutes

The Next 10 Years in 45 Minutes.

Learn how to maximize the growth potential of investing in disruptive and innovative industries. 

 

What's next for Equity Markets?

How should investors navigate equity markets during this period of coronavirus-induced volatility? Which sectors will be hardest hit? And is this a buying opportunity for long-term investors? Veteran equity portfolio managers Jody Jonsson and Joyce Gordon, whose experience spans multiple market declines, offer their experience. 

 

Understanding Assuris Protection

As a financial advisor, part of helping your clients build their overall financial plan includes a discussion about insurance options. It is also important to help them become informed consumers by advising them of the protection provided by Assuris. This CE module explains how Assuris protects policyholders, should a company fail, by continuing their covered benefits under the original terms of the policy. It also explores different “real-life” scenarios so you can reassure your clients and give them peace of mind.