The premier CE destination for Canada's financial and insurance professionals


CE Corner has all the courses you need to meet your professional obligations. You'll find courses accredited by CIRO, FP Canada, IAFE, MFDA and more. It's all the accreditation you need in one place.

Become a CE Corner member to unlock unlimited course access.

Looking for a solution for your whole team? Check out CE Corner for Teams to see how we can help.

 

FEATURED

  • 2024 Outlook: Sightlines Webinar

    What’s next for stocks and bonds? 

    Find out what may be in store for economies and markets around the world as our investment professionals share their outlooks for stocks and bonds, highlighting the greatest opportunities and risks for the coming year. 

    Join us for a lively discussion on: 

    - Navigating the top-heavy U.S. market? 

    - International stock and bond opportunities 

    - Dividend payers: Off the canvas? 

    - Bond and credit sectors potential 

    - Bank of Canada rate-cutting: Ahead of the Fed? 

    Course provider:  

    Capital Group

    Credits:

    The Institute/IAFE

     1.25

    Price:

     $1.00

    Categories:

     

    Professional Development

  • Timing the Turn in Utilities

    Often considered defensive in nature during slowing economic environments, utilities stocks have come under significant pressure with the rise in interest rates and longer dated yields. Please join us as we assess recent history, opportunities and risks within the evolving telecom and utilities sectors across developed markets. Gain insights from Mike Dragosits, CFA, Portfolio Manager, who will share his analysis of the potential catalysts, risks and potential timing expectations based on a historical sectoral review.

    • The Global Utility Sector Landscape from a Canadians perspective 

    • Picking the peak in shorter term rates 

    • Soft landing or recession - implications and expectations for utilities 

    • Covered-calls for income 

    • The competitive landscape - selecting the strategies to fit expectations 

    Course provider:  

    Harvest ETFs

    Credits:

    IIROC Cycle 9

     0.50

    CIRO Cycle 10

     0.50

    Price:

     $0.00

    Categories:

     

    Professional Development

  • Perpetual Withdrawal Rates

    One of the challenges of distribution planning is estimating the proper withdrawal level so that longevity, market and inflation risks are managed for a given time horizon.

    But what if the time horizon is “forever,” such as required by a pension or foundation? Or maybe your retired client’s assets must cover expenses for a surviving disabled child.

    When longevity risk must be covered in perpetuity, two risk factors remain: market risk and inflation risk. Assets must be large enough to finance not only distributions but also a sufficient cushion to overcome the impact of these two risk factors — in perpetuity. This course discusses this perpetual time horizon and how to manage these risks. Several practical examples are included.

    After taking the course, financial advisors will know:

    • the definition of perpetual withdrawal rate, and how it differs from sustainable withdrawal rate

    • the methodology used to calculate a perpetual withdrawal rate

    • the impact of asset allocation on a perpetual portfolio

    • what to consider when withdrawing a perpetual portfolio’s growth

    • what to consider when withdrawing a fraction of a perpetual portfolio

    • the importance of reviewing a distribution plan, and the two types of reviews

    Jim C. Otar is a retired financial planner and engineer, and founder of www.retirementoptimizer.com. He is also an author of investing-related books, including Advanced Retirement Income Planning (2023 update).

    Course provider:  

    CE Corner

    Credits:

    The Institute/IAFE

     1.00

    ICS

     1.00

    ICM

     1.00

    ICBC

     1.00

    FSRA

     1.00

    CIRO Cycle 10

     1.00

    MFDA (2023-2025)

     1.00

    Alberta Insurance Council

     1.00

    FP Canada

     1.00

    Price:

     $0.00

  • Helping You Solve for Today’s Income Challenges

    Meeting clients’ income needs and solving for evolving risks. Watch a replay of a live webinar that was held on Monday, Nov. 6, at 1 p.m. ET and learn about income solutions for your clients' needs. Hear from Sun Life Global Investments' sub-advised portfolio managers MFS Investment Management and SLC Management as we explore ongoing income challenges and featured solutions for Canadians.

    Ongoing market unpredictability highlights the importance of strategizing how to fund income needs in retirement.

    There are many solutions to help Canada’s aging population of income-seeking investors. However, few providers can offer access to such a wide breadth of solutions like Sun Life Global Investments.

    Course provider:  

    Sun Life Global Investments with CE Corner

    Credits:

    FP Canada

     0.75

    The Institute/IAFE

     0.75

    IIROC Cycle 9

     0.75

    CIRO Cycle 10

     0.75

    MFDA (2023-2025)

     0.75

    FSRA

     1.00

    Price:

     $0.00

    Categories:

     

    Professional Development

Latest Courses

2024 Economic Outlook: What the future holds for the P&C insurance industry

In 2023, the P&C insurance industry saw NatCats, inflation, geopolitical conflict, populism and a ...

Course provider:   Canadian Underwriter

Credits:

RIBO 

1.00

ICS 

1.00

ICM 

1.00

ICBC 

1.00

Price:

$0.00

Categories: General Insurance

2024 Outlook: Sightlines Webinar

What’s next for stocks and bonds?  Find out what may be in ...

Course provider:   Capital Group

Credits:

The Institute/IAFE 

1.25

Price:

$1.00

Working with Cognitively Impaired Clients: What Financial Planners Should Know

As the Canadian population ages, more people will live with dementia, or cognitive impairment. This ...

Course provider:   AGF Management Limited

Credits:

The Institute/IAFE 

1.00

The Institute/IAFE 

1.00

ICS 

1.00

ICM 

1.00

ICBC 

1.00

FP Canada 

1.00

CIRO Cycle 10 

1.00

CSF 

1.00

Alberta Insurance Council 

1.00

Price:

$1.00

Capital Group Forum 2023: Insights with Impact

Join Capital Group’s investment professionals from around the globe to identify the opportunities ...

Course provider:   Capital Group

Credits:

IIROC Cycle 9 

7.50

CIRO Cycle 10 

7.50

The Institute/IAFE 

9.00

CSF 

7.00

FP Canada 

9.00

Price:

$0.00

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