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Number of results: 92

May 06, 2019

Course provider:   Strategist Business Development

Price:

FREE

Course Type:

Pdf

Categories: Practice Management

2019 Federal Budget

2019 Federal Budget

Jamie Golombek, managing director of tax and estate planning, CIBC Financial Planning & Advice,

March 21, 2019

Course provider:   Newcom Media Inc.

Credits:

FP Canada 

1.00

IIROC Cycle 7 

1.00

Price:

FREE

Course Type:

Webinar

Categories: Tax Finance Retirement

34 Ways to Be a Better Advisor

34 Ways to Be a Better Advisor

Learn how to improve client relationships, perform better discovery and give better advice.

October 12, 2018

Course provider:   Advisor's Edge

Credits:

FP Canada 

1.00

Price:

FREE

Course Type:

Web Link

Adaptive Asset Allocation: A Primer

Adaptive Asset Allocation: A Primer

Modern portfolio theory isn't perfect, and there are alternative approaches.  

October 12, 2018

Course provider:   Advisor's Edge

Credits:

FP Canada 

2.50

Price:

FREE

Course Type:

Web Link

Categories: Finance Investments

After-Tax Returns: How to Estimate the Impact of Taxes on ETF Performance

After-Tax Returns: How to Estimate the Impact of Taxes on ETF Performance

Justin Bender and Dan Bortolotti of PWL Capital break down the steps for estimation.

October 12, 2018

Course provider:   Advisor's Edge

Credits:

FP Canada 

1.50

Price:

FREE

Course Type:

Web Link

Categories: Tax Finance Investments

Aging Well in Today's World

Aging Well in Today's World

As medical technology continues to improve, people are living longer.  This is an

April 07, 2019

Course provider:   CE-Credits.ca

Credits:

FP Canada 

1.00

The Institute 

1.00

Price:

$20.00

Course Type:

Video


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