The premier CE destination for Canada's financial and insurance professionals

Building Wealth with Public Real Estate

In this course, advisors will learn all about wealth building with public real estate investing. Topics include the merits of owning public REITs, a real estate market update, and areas of real estate that have high growth potential.

Bullshift! How Optimism Bias Threatens Your Client's Finances

In this course, author and portfolio manager John De Goey discusses the potential for the financial services industry to exhibit optimism bias and thus influence financial advisors to be bullish. The result would be that advisors wouldn't always give their clients the best advice.

The course addresses this “bullshift” by helping advisors assess their tendency toward optimism bias and offering them tips to create constructive client outcomes.

“This course actually has more questions than it has answers,” De Goey says. “I’m trying to get you as an advisor to be introspective, to think about what you do, why you do it, what your biases are, and to contemplate whether or not you could or should be doing things differently going forward.”

After taking this course, advisors will understand:

 • how optimism bias and other biases influence the financial services industry and financial advisors

 • methods to address optimism bias

 • research to help inform an evidence-based practice

 • principles and mindsets for decision-making