The premier CE destination for Canada's financial and insurance professionals
CE Corner has all the courses you need to meet your professional obligations. You'll find courses accredited by CIRO, FP Canada, IAFE, MFDA and more. It's all the accreditation you need in one place.
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2024 Economic Outlook: What the future holds for the P&C insurance industry
In 2023, the P&C insurance industry saw NatCats, inflation, geopolitical conflict, populism and a hardening reinsurance market all contribute to lingering hard market conditions. Will 2024 be different? What can the industry expect of the economy going forward? And how will this impact the P&C insurance industry?
Join Canadian Underwriter’s panel of experts in discussing how Canada’s economy may be expected to impact the P&C industry next year. What will be the economic drivers for success? What challenges await?
Course provider:
Canadian Underwriter Credits:
RIBO
1.00
ICS
1.00
ICM
1.00
ICBC
1.00
Categories:
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Timing the Turn in Utilities
Often considered defensive in nature during slowing economic environments, utilities stocks have come under significant pressure with the rise in interest rates and longer dated yields. Please join us as we assess recent history, opportunities and risks within the evolving telecom and utilities sectors across developed markets. Gain insights from Mike Dragosits, CFA, Portfolio Manager, who will share his analysis of the potential catalysts, risks and potential timing expectations based on a historical sectoral review.
• The Global Utility Sector Landscape from a Canadians perspective
• Picking the peak in shorter term rates
• Soft landing or recession - implications and expectations for utilities
• Covered-calls for income
• The competitive landscape - selecting the strategies to fit expectations
Course provider:
Harvest ETFs Credits:
IIROC Cycle 9
0.50
CIRO Cycle 10
0.50
Categories:
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Perpetual Withdrawal Rates
One of the challenges of distribution planning is estimating the proper withdrawal level so that longevity, market and inflation risks are managed for a given time horizon.
But what if the time horizon is “forever,” such as required by a pension or foundation? Or maybe your retired client’s assets must cover expenses for a surviving disabled child.
When longevity risk must be covered in perpetuity, two risk factors remain: market risk and inflation risk. Assets must be large enough to finance not only distributions but also a sufficient cushion to overcome the impact of these two risk factors — in perpetuity. This course discusses this perpetual time horizon and how to manage these risks. Several practical examples are included.
After taking the course, financial advisors will know:
• the definition of perpetual withdrawal rate, and how it differs from sustainable withdrawal rate
• the methodology used to calculate a perpetual withdrawal rate
• the impact of asset allocation on a perpetual portfolio
• what to consider when withdrawing a perpetual portfolio’s growth
• what to consider when withdrawing a fraction of a perpetual portfolio
• the importance of reviewing a distribution plan, and the two types of reviews
Jim C. Otar is a retired financial planner and engineer, and founder of www.retirementoptimizer.com. He is also an author of investing-related books, including Advanced Retirement Income Planning (2023 update).
In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.
Course provider:
CE Corner Credits:
The Institute/IAFE
1.00
ICS
1.00
ICM
1.00
ICBC
1.00
FSRA
1.00
CIRO Cycle 10
1.00
MFDA (2023-2025)
1.00
Alberta Insurance Council
1.00
FP Canada
1.00
Categories:
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2024 Outlook: Sightlines Webinar
What’s next for stocks and bonds?
Find out what may be in store for economies and markets around the world as our investment professionals share their outlooks for stocks and bonds, highlighting the greatest opportunities and risks for the coming year.
Join us for a lively discussion on:
- Navigating the top-heavy U.S. market?
- International stock and bond opportunities
- Dividend payers: Off the canvas?
- Bond and credit sectors potential
- Bank of Canada rate-cutting: Ahead of the Fed?
Course provider:
Capital Group Credits:
The Institute/IAFE
1.25
Categories:
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2024 Economic Outlook: What the future holds for the P&C insurance industry
In 2023, the P&C insurance industry saw NatCats, inflation, geopolitical conflict, populism and a ...
Course provider: Canadian Underwriter
Credits: |
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RIBO |
1.00 |
ICS |
1.00 |
ICM |
1.00 |
ICBC |
1.00 |
Categories: General Insurance
2024 Outlook: Sightlines Webinar
What’s next for stocks and bonds? Find out what may be in ...
Course provider: Capital Group
Credits: |
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The Institute/IAFE |
1.25 |
Categories: Professional Development
Working with Cognitively Impaired Clients: What Financial Planners Should Know
As the Canadian population ages, more people will live with dementia, or cognitive impairment. This ...
Course provider: AGF Management Limited
Credits: |
|
The Institute/IAFE |
1.00 |
The Institute/IAFE |
1.00 |
ICS |
1.00 |
ICM |
1.00 |
ICBC |
1.00 |
FP Canada |
1.00 |
CIRO Cycle 10 |
1.00 |
CSF |
1.00 |
Alberta Insurance Council |
1.00 |
Categories: Financial Planning Life Insurance