Skip to content

Please note that the CE Search tool is currently unavailable during scheduled maintenance and is expected to be back online December 11, 2018 9:00 am (EST). We apologize for any inconvenience this may cause.

Please note that we are currently investigating an issue with the Activity Start Date functionality and will have it resolved soon. We apologize for any inconvenience this may cause.

FPSC-Approved CE Search Tool

CE Search Results

Filter

  • Recently Added
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
    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.

  • $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

  • N/A
    2 Credits
    Toronto

    Purpose-driven Sustainable Withdrawal Rate

    Advisor.ca

    Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for Canadian portfolios. In this course, he shows market history is not the only variable ...

  • N/A
    1.5 Credits
    Toronto

    Rebalancing act: Estimating the value added through portfolio rebalancing

    Advisor.ca

    This course aims to measure the impact of portfolio rebalancing on return and risk. Section 1 discusses methodology. Section 2 addresses our results for a Canadian portfolio. Section 3 explains our ...

  • N/A
    2 Credits
    Toronto

    ETFs in Depth

    Advisor.ca

    This course has four main parts. The first examines three strategies for investing with ETFs: currency hedging, embedded strategy ETFs (ESETFs), and volatility ETFs. The second looks at whether ETFs ...

  • N/A
    2 Credits
    Toronto

    Tax Loss Selling: Using Canadian-listed ETFs to defer taxes on capital gains

    Advisor.ca

    No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain. Tax loss selling is a technique for harvesting capital losses in non-registered ...

  • N/A
    1 Credits
    Toronto

    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.

  • N/A
    1.5 Credits
    Toronto

    ETF perspectives: macro and micro

    Advisor.ca

    Canada can learn from other jurisdictions when it comes to innovation, and the ETF space is no different.Also, ETFs are growing quickly, but Investment Executive’s research shows an 8% penetration ...

Showing 1 - 15 of 18 total records