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Number of results: 121

September 21, 2022

Course provider:   Croesus with CE Corner

Price:

$0.00

Course Type:

Video

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

Course provider:   CE Corner

Credits:

FP Canada 

1.00

Price:

$0.00

Course Type:

Web Link

Categories: Compliance

The Principled Advisor: Tips and Insights for Serving Seniors

Advisors discuss how to best serve senior clients in three challenging scenarios.

August 12, 2022

Course provider:   CE Corner

Credits:

IIROC Cycle 9 

1.00

FP Canada 

1.00

Price:

$0.00

Course Type:

Web Link

Categories: Ethics

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

Price:

$0.00

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

Price:

$0.00

Course Type:

Web Link

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

Price:

$0.00

Course Type:

Web Link


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