Wealth Management & Philanthropy
Discover how donor-advised funds (DAFs) can help financial advisors incorporate strategic charitable giving into their ...
November 01, 2026
Course provider: GiveWise
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Credits: |
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|---|---|
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CIRO-ID (IIROC) |
0.75 |
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Course Type: |
Video |
Categories: Professional Development Financial Planning
Federal Budget 2026
Join Jamie Golombek, Managing Director, Tax and Estate Planning with CIBC Private Wealth, as he ...
November 06, 2026
Course provider: Investment Executive with CE Corner
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Course Type: |
Video |
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Categories: Professional Development
Understanding Women's Financial Needs: Retirement Planning for Women
This on-demand course equips advisors with practical insights for better understanding and serving women throughout ...
November 01, 2026
Course provider: CE Corner
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Credits: |
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|---|---|
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FP Canada |
1.00 |
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The Institute/IAFE |
1.00 |
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ICM |
1.00 |
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ICS |
1.00 |
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ICoBC |
1.00 |
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FSRA |
1.00 |
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CSF |
1.00 |
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Course Type: |
Video |
Philanthropy and Wealth Management: Foundations for Financial Advisors
Clients increasingly expect advice that extends beyond investment performance and tax efficiency. They want guidance ...
November 01, 2026
Course provider: CE Corner
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Credits: |
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|---|---|
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FP Canada |
1.00 |
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CIRO-ID (IIROC) |
1.00 |
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CIRO-MFD (MFDA) |
1.00 |
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CSF |
1.00 |
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Course Type: |
Video |
Private Markets Primer: Explaining private markets to your clients
A comprehensive introduction to private market investing, covering what private markets are, why they matter, ...
November 01, 2026
Course provider: CE Corner
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Credits: |
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|---|---|
|
FP Canada |
1.00 |
|
CIRO-ID (IIROC) |
1.00 |
|
CIRO-MFD (MFDA) |
1.00 |
|
CSF |
1.00 |
|
Course Type: |
Video |
The new era of fixed income
Bonds are back in the news as a sharp increase in yields present investors with ...
November 02, 2026
Course provider: CE Corner with Advisor.ca & Investment Executive
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Course Type: |
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Categories: Professional Development
