AGF Management Limited

Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses.

Available Courses:

2024 AGF Outlook

2024 AGF Outlook

After a year marked by volatility, members of AGF’s Investment Management team highlight ...

December 08, 2023

Course provider:   AGF Management Limited

Price:

$0.00

Course Type:

Article
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Digital Assets and Rewards (Loyalty) Programs: Financial Advisor Essentials

Digital Assets and Rewards (Loyalty) Programs: Financial Advisor Essentials

In today’s world, estate planning includes planning for your client’s digital ...

November 22, 2023

Course provider:   AGF Management Limited

Price:

$0.00

Course Type:

Video
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Intergenerational Eldercare Mediation

Intergenerational Eldercare Mediation

Help the whole family plan for eldercare. Financial advisors increasingly serve families of multiple generations. ...

November 23, 2023

Course provider:   AGF Management Limited

Price:

$0.00

Course Type:

Video
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Personal Tax Preparation Planning: Advisors' Virtual Tax Preparation Companion

Personal Tax Preparation Planning: Advisors' Virtual Tax Preparation Companion

Get ready for tax season with this helpful guide for financial advisors. Tax-efficient planning is ...

December 09, 2022

Course provider:   AGF Management Limited

Price:

$0.00

Course Type:

Video
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Power of Attorney and Trusted Contact Person: Financial Advisor Essentials

Power of Attorney and Trusted Contact Person: Financial Advisor Essentials

Gain a better understanding of these two key roles that affect clients. Encouraging your client ...

February 24, 2023

Course provider:   AGF Management Limited

Price:

$0.00

Course Type:

Video
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Table for One: Single-Income Planning Through Death or Divorce

Table for One: Single-Income Planning Through Death or Divorce

Help your single client achieve financial autonomy. Nine out of 10 women will find themselves solely ...

July 17, 2023

Course provider:   AGF Management Limited

Price:

$0.00

Course Type:

Video
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