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Please select this option to search for activities added within the last 60 days.

  • $237.30
    3 Credits
    Ongoing Activity

    Determinants of growth in distribution portfolios

    Advisor.ca

    Financial planner and market theoretician Jim Otar explains the most important factors impacting a portfolio’s growth as withdrawals are made during retirement. ...

  • N/A
    2 Credits
    Ongoing Activity

    Tweaking Withdrawals for Lifelong Income

    Advisor.ca

    Financial planner and market theoretician Jim Otar explains withdrawal adjustment strategies. This course enables advisors to quantify outcomes and communicate them to clients more effectively. ...

  • N/A
    1.5 Credits
    Ongoing Activity

    Compendium of Sustainable Withdrawal Rates, Part 2

    Advisor.ca

    Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must ...

  • N/A
    2.5 Credits
    Ongoing Activity

    Adaptive Asset Allocation: A Primer

    Advisor.ca

    The authors address flaws in the traditional application of Modern Portfolio Theory related to Strategic Asset Allocation (SAA). Estimates of parameters for portfolio optimization based on long-term ...

  • N/A
    1.75 Credits
    Ongoing Activity

    Global CAPE Model Optimization

    Advisor.ca

    The authors use the Shiller CAPE global equity index rotation model proposed by Mebane Faber as a template for exploring a variety of portfolio optimization methods. ...

  • N/A
    2 Credits
    Ongoing Activity

    Seven Deadly Sins of Distribution Portfolios

    Advisor.ca

    Financial planner and market theoretician Jim Otar debunks common misperceptions concerning distribution portfolios.

  • N/A
    1.5 Credits
    Ongoing Activity

    After-Tax Returns: How to estimate the impact of taxes on ETF performance

    Advisor.ca

    Justin Bender and Dan Bortolotti of PWL Capital explain how to estimate the impact of taxes on ETF performance.

  • N/A
    2 Credits
    Ongoing Activity

    RESP Investment Strategies

    Advisor.ca

    This course assesses the probability of various investment strategies meeting education savings goals through RESPs.

  • N/A
    3 Credits
    Ongoing Activity

    The design and depletion of retirement portfolios

    Advisor.ca

    The authors show how retail advisors can use a pension-style approach to optimize clients’ drawdown portfolios.

  • N/A
    2 Credits
    Ongoing Activity

    Red flags for equity investors

    Advisor.ca

    The authors identify red flags investors should watch for when assessing company stocks.

  • N/A
    2 Credits
    Ongoing Activity

    34 ways to be a better advisor

    Advisor.ca

    The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.

  • $70.00
    3 Credits
    Toronto

    Be a Better Advisor event

    Advisor.ca

    To celebrate the 20th anniversary of Advisor’s Edge, we shared more than 20 great ideas to boost your practice for the next 20 years. Topics covered included branding, integrating technology, ...

  • $70.00
    2 Credits
    Toronto

    Great Expectations: How to estimate future stock and bond returns when creating a financial plan

    Advisor.ca

    The authors describe a methodology to calculate the expected returns and risk level of stocks and bonds, and how it can be used in clients’ financial plans. ...

  • N/A
    2 Credits
    Toronto

    Foreign Withholding Taxes

    Advisor.ca

    Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain the ins and outs of foreign withholding tax on U.S. and international equity index funds and ETFs. ...

  • N/A
    2 Credits
    Toronto

    As Easy as ACB: Understanding and tracking adjusted cost base with ETFs

    Advisor.ca

    As Easy as ACB Understanding and tracking your adjusted cost base with ETFs

Showing 1 - 15 of 19 total records