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

  • $89.00
    6 Credits
    Ongoing Activity

    Managing Assets upon Death – 2015 Edition

    Learning Partner

    Over our lifetimes, we all tend to accumulate “stuff”, including investment assets, homes and various types of personal property. But as the saying goes, “you can’t take it with you”. This Course ...

  • $25.00
    2 Credits
    Ongoing Activity

    Many Shades of Grey - Ethical Dilemmas for Financial Advisors

    Learning Partner

    CFP professionals will usually find the application of the FPSC Standards of Professional Responsibility, including the Code of Ethics, to be straight forward, perhaps even second nature. From time to ...

  • $25.00
    2 Credits
    Ongoing Activity

    Professional Responsibility for Financial Advisors

    Learning Partner

    Building on the success of "More Shades of Grey - Ethical Dilemmas for Financial Advisors", this course presents 5 new case studies and gives you the opportunity to consider how they could be handled ...

  • $40.00
    2.5 Credits
    Ongoing Activity

    CPP & OAS (2017 Edition)

    Learning Partner

    The Canada Pension Plan (CPP) and Old Age Security (OAS) programs are important components of a person’s retirement income plan. As an advisor, you need to understand how these programs work and what ...

  • $61.00
    4 Credits
    Ongoing Activity

    Taxation of Sole Proprietorships and Partnerships

    Learning Partner

    An estimated 2.8 million Canadians are self-employed, and about half of these are through sole proprietorships and partnerships. These small businesses help drive the Canadian economy. As an advisor, ...

  • $25.00
    2 Credits
    Ongoing Activity

    More Shades of Grey

    Learning Partner

    This course is specifically designed to FPSC's requirement for a Professional Responsibility CE Credit. Building on the success of our first professional responsibility course (i.e., Many Shades of ...

  • N/A
    6 Credits
    Ongoing Activity

    Planning to Borrow - Module 1

    Learning Partner

    Planning to Borrow is a three-module continuing education series devoted to the topics of credit and credit management. The series will help advisors: gain a better understanding of consumer credit ...

  • N/A
    6 Credits
    Ongoing Activity

    Planning to Borrow - Module 2

    Learning Partner

    Planning to Borrow is a three-module continuing education series devoted to the topics of credit and credit management. The series will help advisors: gain a better understanding of consumer credit ...

  • N/A
    6 Credits
    Ongoing Activity

    Planning to Borrow - Module 3

    Learning Partner

    Planning to Borrow is a three-module continuing education series devoted to the topics of credit and credit management. The series will help advisors: gain a better understanding of consumer credit ...

  • N/A
    2 Credits
    Ongoing Activity

    Professional Responsibility 2018 - Dealing with Diminished Capacity

    Learning Partner

    This online course explores the issue of diminished client capacity, including possible causes, warning signs to look for, and potential strategies to deal with such clients, all in the context of the ...

  • N/A
    3.5 Credits
    Ongoing Activity

    Understanding Pension Plans - A Key Component of a Client's Retirement Plan

    Learning Partner

    Even though fewer than one-third of Canadians have a pension from their place of work, to many of your clients, retirement planning means only one thing: a monthly pension cheque from an employer for ...

  • N/A
    3.5 Credits
    Ongoing Activity

    Understanding Pension Plans - A Key Component of a Client's Retirement Plan

    Learning Partner

    Even though fewer than one-third of Canadians have a pension from their place of work, to many of your clients, retirement planning means only one thing: a monthly pension cheque from an employer for ...

  • N/A
    7 Credits
    Ongoing Activity

    Advanced Retirement Income Planning

    Learning Partner

    Your client is about to retire and needs to draw a specified amount from his savings each year to be able to maintain his lifestyle. Using conservative assumptions about the rate of return on his ...

  • $54.00
    3.5 Credits
    Ongoing Activity

    Annuities for Financial Advisors

    Learning Partner

    As ever greater numbers of Canadians are approaching or entering retirement, the interest in retirement income planning has been steadily increasing. Annuities form the basis of many retirement income ...

  • N/A
    3 Credits
    Ongoing Activity

    Registered Disability Savings Plans (RDSPs)

    Learning Partner

    Many parents who have a child with a disability worry about that child's future well-being, and how to provide for their long-term security after the parents' deaths. The introduction of Registered ...

Showing 1 - 15 of 17 total records