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Number of results: 98
2020 Midyear Outlook

2020 Midyear Outlook

Capital Group investment professionals discuss the outlook for markets and the economy and investment

June 25, 2020

Course provider:   Capital Group

Credits:

IIROC Cycle 8 

1.00

The Institute 

1.00

FP Canada 

1.00

ICM 

1.00

CSF 

0.00

Price:

FREE

Course Type:

Web Link

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

Aiming For Stability, Yield & ESG? Get Into Active US Corporate Bonds

Aiming For Stability, Yield & ESG? Get Into Active US Corporate Bonds

Income is hard to find in a low yield environment, especially in lower risk

February 14, 2020

Course provider:   Harvest Portfolios Group

Credits:

IIROC Cycle 7 

0.75

Price:

FREE

Course Type:

Video

Categories: Investments Income ETFs


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