2019 Federal Budget
Jamie Golombek, managing director of tax and estate planning, CIBC Financial Planning & Advice,
March 21, 2019
Course provider: TC Media
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Credits: |
|
|
FP Canada (previously FPSC) |
1.00 |
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IIROC |
1.00 |
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Price: |
FREE |
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Course Type: |
Web Link |
Categories: Tax Finance Retirement
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
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Credits: |
|
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FP Canada (previously FPSC) |
1.00 |
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Price: |
FREE |
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Course Type: |
Web Link |
Categories: Insurance Finance Investments
Adaptive Asset Allocation: A Primer
Modern portfolio theory isn't perfect, and there are alternative approaches.
October 12, 2018
Course provider: Advisor's Edge
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Credits: |
|
|
FP Canada (previously FPSC) |
2.50 |
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Price: |
FREE |
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Course Type: |
Web Link |
Categories: Finance Investments
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
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Credits: |
|
|
FP Canada (previously FPSC) |
1.50 |
|
Price: |
FREE |
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Course Type: |
Web Link |
Categories: Tax Finance Investments
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
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Credits: |
|
|
FP Canada (previously FPSC) |
1.00 |
|
The Institute |
1.00 |
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Price: |
$20.00 |
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Course Type: |
Video |
Categories: Insurance Retirement Income
An In-depth Look at Commodity ETFs
ETF expert Yves Rebetez examines volatility, contango and daily leverage resets for commodity ETFs.
October 15, 2018
Course provider: Advisor's Edge
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Credits: |
|
|
IIROC |
0.50 |
|
Price: |
FREE |
|
Course Type: |
Web Link |
Categories: Investments Income ETFs
