Continuing Education – Advisor's Edge https://uat-phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Mon, 16 Aug 2021 13:29:36 +0000 en-CA hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Continuing Education – Advisor's Edge https://uat-phoenix.advisor.ca 32 32 Halfway through an SRO ban, ex-rep agrees to new suspension https://uat-phoenix.advisor.ca/news/industry-news/halfway-through-an-sro-ban-ex-rep-agrees-to-new-suspension/ Tue, 09 Feb 2021 17:15:13 +0000 https://www.advisor.ca/?p=191243 An OSC enforcement action against a former rep has extended an existing suspension

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]]> China’s growth picks up in Q3 as recovery takes hold https://uat-phoenix.advisor.ca/news/economic/chinas-growth-picks-up-in-q3-as-recovery-takes-hold/ Mon, 19 Oct 2020 14:25:24 +0000 https://www.advisor.ca/?p=186858 Retail sales finally returned to pre-virus levels

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]]> CE Course: Optimal asset location https://uat-phoenix.advisor.ca/my-practice/continuing-education/ce-course-optimal-asset-location/ Thu, 15 Oct 2020 20:00:36 +0000 https://www.advisor.ca/?p=185906 Examining how taxes, expected investment outcomes and utility can affect asset location

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]]> CFAs can fast-track to planner designation under new IAFP program https://uat-phoenix.advisor.ca/my-practice/continuing-education/cfas-can-fast-track-to-planner-designation-under-new-iafp-program/ Mon, 05 Oct 2020 15:41:10 +0000 https://www.advisor.ca/?p=186235 Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

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]]> CE Course: Dollar-cost averaging vs lump sum investing https://uat-phoenix.advisor.ca/my-practice/continuing-education/ce-course-dollar-cost-averaging-vs-lump-sum-investing/ Tue, 25 Aug 2020 18:08:53 +0000 https://www.advisor.ca/?p=184103 Examining which investment method produces better returns

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]]> IIROC’s revised CE rules to take effect Jan. 1 https://uat-phoenix.advisor.ca/my-practice/continuing-education/iirocs-revised-ce-rules-to-take-effect-jan-1/ Fri, 20 Dec 2019 16:53:06 +0000 https://www.advisor.ca/?p=174247 Advisors could face suspensions if their firms don’t report credits on time

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]]> FP Canada Institute launches education programs https://uat-phoenix.advisor.ca/my-practice/continuing-education/fp-canada-institute-launches-education-programs/ Wed, 02 Oct 2019 14:56:43 +0000 https://www.advisor.ca/?p=170773 Programs will be mandatory for those seeking the CFP

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]]> Get your CE credits before year’s end https://uat-phoenix.advisor.ca/my-practice/continuing-education/get-your-ce-credits-before-years-end/ Fri, 15 Dec 2017 05:00:00 +0000 https://avatar.advisor.ca/uncategorized/get-your-ce-credits-before-years-end/ The IIROC cycle ends Dec. 31, 2017

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]]> Personal tax season — Are you ready? https://uat-phoenix.advisor.ca/my-practice/continuing-education/updated-personal-tax-season-are-you-ready/ Fri, 17 Mar 2017 04:00:00 +0000 https://avatar.advisor.ca/uncategorized/updated-personal-tax-season-are-you-ready/ Take this CE Course, which consists of a slide presentation and accompanying audio.

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]]> CE Course: 34 ways to be a better advisor https://uat-phoenix.advisor.ca/my-practice/continuing-education/ce-course-34-ways-to-be-a-better-advisor/ Thu, 10 Nov 2016 10:00:14 +0000 https://avatar.advisor.ca/uncategorized/ce-course-34-ways-to-be-a-better-advisor/ The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.

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