How can modern rebalancing improve your business?
Technological innovations
September 21, 2022
Course provider: Croesus with CE Corner
|
Course Type: |
Video |
Categories: Finance Investments Practice Management
Understanding Client-Focused Reforms: A Review of Advisors' Obligations
Daniel Kratochvil, chief compliance officer with Agora Dealer Services Corp., explains the client-focused reforms.
August 17, 2022
The Principled Advisor: Tips and Insights for Serving Seniors
Advisors discuss how to best serve senior clients in three challenging scenarios.
August 12, 2022
Protection Post-Pandemic: The 'New Normal' for Your Commercial Clients
Discover how the P&C industry is adapting to clients’ changing needs
August 04, 2022
Course provider: Canadian Underwriter
|
Credits: |
|
|
RIBO |
1.00 |
|
Course Type: |
Web Link |
Categories: Property & Casualty
Understanding Decentralized Finance
DeFi has the potential to disrupt traditional finance, but what is it really? This
August 04, 2022
Course provider: Canadian RegTech with CE Corner
|
Credits: |
|
|
IIROC Cycle 9 |
2.00 |
|
Course Type: |
Web Link |
Categories: Professional Development Compliance
Financial Literacy for the Whole Family
Ongoing discussions about money matters enable children to develop financial literacy and the foundational
July 18, 2022
Course provider: Canada Life with CE Corner
|
Credits: |
|
|
IIROC Cycle 9 |
1.00 |
|
FP Canada |
1.00 |
|
Course Type: |
Web Link |
Categories: Finance Professional Development Financial Planning
