Continuing Education

Another new CE course from Jim Otar

Still need a few more CE credits before year-end? Prolific retirement guru Jim Otar has you covered once again with a new course.

By Staff |December 2, 2014

1 min read

Industry

Get CE credits with our new courses

The current CE cycle ends December 31, and CE Corner has you covered.

By Staff |November 13, 2014

1 min read

Industry

Regulator to propose requirements for MFDA advisors

MFDA advisors might soon find themselves subject to higher proficiency standards.

By Evelyn Juan |November 6, 2014

2 min read

Industry

Get CE credits with Jim Otar’s new course

Retirement guru Jim Otar has done it again. His new course, Compendium of Sustainable Withdrawal Rates, Part 1, is now available on CE Corner.

By Staff |September 15, 2014

1 min read

More than half pass Level III CFA exam

The CFA Institute has announced that of 26,882 candidates that sat for the Level III CFA exam in June 2014, 54% passed the third and final exam. Pending experience and membership requirements, these successful candidates will become CFA charterholders starting in early October, bringing the number of charterholders worldwide to more than 125,000.

By Staff |August 12, 2014

1 min read

Tax loss selling: Using Canadian-listed ETFs to defer taxes on capital gains

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. OBJECTIVE No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain. Tax loss selling is a technique for harvesting capital losses in non-registered accounts so they can be […]

17 min read

Worried about CRM II? Prep with our new CE course

To help you prepare for the new requirements, industry guru André Fok Kam explains the ins and outs of CRM II’s performance reporting requirements in the latest addition to our Continuing Education offerings.

By Staff |October 18, 2013

1 min read

Continuing Education

Another new CE course from Jim Otar

Get CE credits with our new courses

Regulator to propose requirements for MFDA advisors

Get CE credits with Jim Otar’s new course

More than half pass Level III CFA exam

CPA teams up with U.S. partner on credentials

Tax loss selling: Using Canadian-listed ETFs to defer taxes on capital gains

Must-reads on retirement planning

Load up on CE credits with retirement guru Jim Otar

Worried about CRM II? Prep with our new CE course