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Client Relationship Model Phase 2 (CRM 2) (LCI002)
C$20.00
Continuing Education
/
Compliance
Client Relationship Model Phase 2 (CRM 2) (LCI002)
The Client Relationship Model has arrived, in all its glory, stages and phases! This AUDIO course will explain the background of the rules and how it came to be, but focuses on CRM2, Phase 3... Because that's the one that most people are...
NaviPlan: Getting Started (LCI0041)
C$20.00
Continuing Education
/
Professional Development
NaviPlan: Getting Started (LCI0041)
Naviplan is a comprehensive financial planning software that allow financial professionals to develop detailed financial plans for their clients. This course will introduce you to the NaviPlan software and how to get started making amazing...
ETF Proficiency Course (LCI00P01)
C$150.00
Continuing Education
/
Professional Development
ETF Proficiency Course (LCI00P01)
The course follows the curriculum requirements outlined in the MFDA's Policy Number 8: Proficiency Standard for Approved Persons selling Exchange Traded Funds ("ETFs") FP Canada Accreditation: 2.0 Financial Planning Credits Welcome to the...
Pensions and Tax Deferral Plans (LCI0107)
C$20.00
Continuing Education
/
Professional Development
Pensions and Tax Deferral Plans (LCI0107)
From government pensions and benefits to employer-sponsored pension plans and tax deferral accounts, this course covers the essentials of Canada's grandest sources of income and tax-friendly savings plans. Institute accredited CE: 1.00
Fixed Income Investments (LCI0108)
C$20.00
Foundations
Fixed Income Investments (LCI0108)
There are few things cooler than a "Double O" spy agent. Fixed income is one of them. This course will introduce you to the world of fixed income investments, from bankers' acceptances to treasury bills. Learn how government and corporate bonds...
FP Solutions: Getting Started (LCI0256)
C$20.00
Continuing Education
/
Professional Development
FP Solutions: Getting Started (LCI0256)
In this course, we’ll introduce the Basic version of the FP Solutions software, how to create a client file, make data entries and how to analyze data with a retirement capital needs analysis. Get your plan on! Institute accredited CE:...
Insights by Dan (LCI0257)
C$20.00
Continuing Education
/
Professional Development
Insights by Dan (LCI0257)
For over 25 years, Dan Richards’s top-rated talks have helped financial advisors around the world move their businesses forward. In this course, Dan shares some of his tips and wisdom on success and motivation and answers questions you were too...
Ethics (LCI0402C)
C$75.00
Continuing Education
/
Compliance
Ethics (LCI0402C)
"In a civilized life, law floats in a sea of ethics." - Earl Warren In the financial services industry, truer words could not be spoken. This course tackles the fundamental challenges with ethics and moral conflicts. This CE activity has...
Behavioural Finance (LCI092P1)
C$20.00
Continuing Education
/
Professional Development
Behavioural Finance (LCI092P1)
Behavioural finance is the marriage between the traditional study of finance and the field of psychology. In this course, you'll learn about some of the behavioural biases that affect your client's investment choices and strategies to help work...
Financial Statements (LCI1112)
C$20.00
Foundations
Financial Statements (LCI1112)
Want to really understand how to evaluate a company? Learn how to read its financial statements. This course will show you how. CE Credit: 0.5 Professional Development