Giving your client the retirement outcome that they can live with
In this webinar, learn how product can allow advisors to design returns that meet the risk appetites of their clients.
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Find accredited CE courses
Earn free CE credits with courses brought to you by Investment Executive and our partners. We offer CE lessons that are accredited by The Institute, IIROC, FPSC and other bodies. Certificates are issued electronically through CE Corner.
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Managing post-retirement portfolios
In this virtual roundtable, learn the best strategies for tax-efficient decumulation and creating post-retirement portfolios.
- November 28, 2018 November 11, 2019
- 09:30
How to help clients approach global credit markets
Help clients learn about the opportunity in the global bond markets and the important role of independent research when investing in complex fixed income instruments.
- November 22, 2018 November 11, 2019
- 12:35
How to manage common investor behaviour pitfalls
Help your clients understand some of the most common investor behaviour blinds spots, and provide strategies to avoid them.
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Education Week – December 6 – 10, 2021
Compliance Webinar Series
Brought to you by: CCLS Education Sub-Committee
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Appointment Notices
Latest appointments: The Fonds de solidarité FTQ is pleased to announce his appointment to Executive Vice-President of Investments : Dany Pelletier.
Brought to you by: Appointment Notices
