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Number of results: 44

May 06, 2019

Course provider:   Strategist Business Development

Price:

FREE

Course Type:

Pdf

Categories: Practice Management

2019 Federal Budget

2019 Federal Budget

Jamie Golombek, managing director of tax and estate planning, CIBC Financial Planning & Advice,

November 30, -0001

Course provider:   TC Media

Credits:

FP Canada (previously FPSC) 

1.00

IIROC 

1.00

Price:

FREE

Course Type:

Event

Categories: Tax Finance Retirement

2019 Outlook

2019 Outlook

In this presentation, Capital Group investment professionals share their 2019

June 03, 2019

Course provider:   Capital Group

Credits:

FP Canada (previously FPSC) 

1.00

IIROC 

1.00

The Institute 

1.00

CSF 

1.00

Price:

FREE

Course Type:

Web Link

Categories: Finance Investments Income

34 Ways to Be a Better Advisor

34 Ways to Be a Better Advisor

Learn how to improve client relationships, perform better discovery and give better advice.

October 12, 2018

Course provider:   Advisor's Edge

Credits:

FP Canada (previously FPSC) 

1.00

Price:

FREE

Course Type:

Web Link

Adaptive Asset Allocation: A Primer

Adaptive Asset Allocation: A Primer

Modern portfolio theory isn't perfect, and there are alternative approaches.  

October 12, 2018

Course provider:   Advisor's Edge

Credits:

FP Canada (previously FPSC) 

2.50

Price:

FREE

Course Type:

Web Link

Categories: Finance Investments

After-Tax Returns: How to Estimate the Impact of Taxes on ETF Performance

After-Tax Returns: How to Estimate the Impact of Taxes on ETF Performance

Justin Bender and Dan Bortolotti of PWL Capital break down the steps for estimation.

October 12, 2018

Course provider:   Advisor's Edge

Credits:

FP Canada (previously FPSC) 

1.50

Price:

FREE

Course Type:

Web Link

Categories: Tax Finance Investments


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