The premier CE destination for Canada's financial professionals

At CE Corner we have courses to enlighten and challenge you, while helping you meet your professional obligations.

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  • What Are Canadians Smoking

    What Are Canadians Smoking

    What are Canadians Smoking?

    This presentation focuses on trends in smoking and how it might affect a client’s paramedical examination and their application.

    Advisors will gain the knowledge to:

    • fully understand how smoking cessation products/nicotine replacement therapy, cigars, e-cigarettes, medical marijuana and hookahs impact the underwriting process.
    • ask their clients the right questions regarding their smoking habits to help avoid policy problems in the future.

    Course provider:  

    Dynacare Insurance Solutions

    Credits:

    The Institute

     1.50

    Price:

     FREE

  • Foreign Travel & Residence

    Foreign Travel & Residence

    Foreign travel and residence: Why does it matter?

    Advisors will learn about the health and environmental risks that underwriters consider when they assess an applicant's policy.

    Advisors will gain the knowledge to:

    • ask clients the right questions in order to analyze travel and residency risks and communicate the impact these factors can have on an application.
    • utilize online tools to remain informed on key risk factors including leading causes of death, prevalent diseases, and access to health care in top destinations traveled to by Canadians.
    • analyze where new Canadians are immigrating from and compare the risk factors in those countries to Canada.

    Course provider:  

    Dynacare Insurance Solutions

    Credits:

    The Institute

     1.50

    Price:

     FREE

  • Guide to market recoveries

    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. 

    Course provider:  

    Capital Group

    Credits:

    IIROC Cycle 8

     1.00

    The Institute

     1.00

    FP Canada

     1.00

    ICM

     1.00

    CSF

     1.00

    Price:

     FREE

  • What's Next for Equity Markets?

    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. 

     

    Course provider:  

    Capital Group

    Credits:

    IIROC Cycle 8

     1.00

    The Institute

     1.00

    FP Canada

     1.00

    ICM

     1.00

    CSF

     1.00

    Price:

     FREE

  • Insurance and the business owner

    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

     

    Course provider:  

    Investment Executive

    Credits:

    The Institute

     1.00

    ICM

     1.00

    ICS

     1.00

    Price:

     FREE

  • Understanding Assuris Protection

    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.

    Course provider:  

    Assuris with Newcom Media Inc.

    Credits:

    IIROC Cycle 7

     0.75

    The Institute

     1.00

    ICM

     1.00

    CSF

     1.00

    IIROC Cycle 8

     0.75

    Price:

     FREE

    Categories:

     

    Insurance Finance Investments

  • ETFs: Past, Present and Future

    ETFs: Past, Present and Future

    ETFs continue to evolve from passive index trackers to more actively managed ETFs. They have become an integral part of many advisors’ toolkits, helping achieve various portfolio goals alongside stocks, bonds, mutual funds, and other investments. This panel discussion covers how far ETFs have come, the current state of the market and how the trends we see today will shape ETFs in the future.

     

    Panel members:

    Jason McIntyre, CFA

    Vice President, Head of Advisor Distribution, TDAM.

    Trevor Cummins, CIMA, Vice President, ETF Distribution, TDAM

    Deborah A. Fuhr, MBA, Managing Partner, Founder, ETFGI

    Benjamin Gossack, CFA, MBA

    Vice President and Director, TDAM

    Lead Portfolio Manager, TD Active Global Enhanced Dividend ETF (TGED) and TD Active U.S. Enhanced Dividend ETF (TUED), and Co-Portfolio Manager on TD’s North American and global equity funds.

     

    Course provider:  

    TD Asset Management with Newcom Media Inc.

    Credits:

    IIROC Cycle 8

     1.00

    The Institute

     1.00

    FP Canada

     1.00

    Price:

     FREE

    Categories:

     

    Insurance Finance Investments

Latest Courses

Climate change and investment management

Climate change and investment management

In this course you will learn why climate change is one of the top

Course provider:   RBC Global Asset Management

Credits:

IIROC Cycle 8 

0.00

FP Canada 

1.00

Price:

FREE

Dollar-Cost Averaging vs Lump Sum Investing

Dollar-Cost Averaging vs Lump Sum Investing

In this course, Benjamin Felix, MBA, CFA, CFP, CIM, portfolio manager at PWL

Course provider:   Advisor's Edge

Credits:

IIROC Cycle 8 

1.00

FP Canada 

1.00

Price:

FREE

Report on Liquid Alternatives in Canada

Report on Liquid Alternatives in Canada

Liquid alternative funds have just experienced their first big market test

Course provider:   AIMA Canada

Price:

FREE

Categories: Investments

The Portfolio Optimization Decision

The Portfolio Optimization Decision

Advisors face number of challenges today. Some of these are political and economic uncertainty;

Course provider:   Manulife Investment Management with Newcom Media Inc.

Credits:

IIROC Cycle 8 

0.75

FP Canada 

1.00

Price:

FREE

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)