Term Insurance – A Flexible Solution for Every Stage of Life
In this webinar, learn how to customize insurance coverage to meet your clients' unique needs.
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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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Solving the Retirement Income Conundrum
In this webinar replay, learn why traditional investment portfolios focused on accumulating assets may not be appropriate for the next growth segment – new retirees
- November 28, 2018 July 21, 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 July 21, 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.
Appointment Notices – June 2019
Find out who has added or promoted talent to their staff : SUN LIFE CANADA - Rowena Chan, President, Sun Life Distributors (Canada) Inc. Samantha…
Brought to you by: Appointment Notices
17th Annual IAFP National Symposium. Sept 25 – 28, 2019, Edmonton, AB
4 DAYS - 21 SPEAKERS - 22 CE CREDITS
Brought to you by: RFP
2019 Exceptional Advisor Canada
Join us on October 8 at the Toronto Reference Library for the latest insights on investments, wealth, retirement, tax, and ethics.
Brought to you by: Investments&WealthInstitute
