Webinars Archive | Page 2 of 5 | Advisor.ca

Past webinars

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Financial Planning

Is your firm SRO-ready?

Wednesday, October 4, 2023 at 1:00 PM ET

Learn how the merger of IIROC and MFDA into CIRO presents a significant opportunity for firms to create client-centric journeys and tailor products for omnichannel distribution.

Sponsored by

Watch now and earn CE credits

Financial Planning

Helping clients make resilient choices to thrive in retirement

Wednesday, August 16, 2023 at 1:00 PM ET

learn about the trade-offs your clients may need to make to manage through curveballs caused by longevity and the new definition of retirement, how they can prepare to be more resilient and still thrive in retirement, and what you need to know to help guide them through it all.

Sponsored by

Watch now and earn CE credits

Edmonton downtown, James Macdonald Bridge and the Saskatchewan River at night

Market Insights

Tax & estate planning in action

Tuesday, July 18, 2023 at 1:00 PM ET

Advisors are headed towards the largest wealth transfer in history, ensure your clients are properly prepared.

Sponsored by

Watch now and earn CE credits

Canadian industries

Market Insights

Investing in times of market volatility

Tuesday, June 20, 2023 at 1:00 PM ET

In this webinar gain deeper insight into current market trends and how today’s inflationary and high-interest rate environment may impact investments.

Sponsored by

Watch now and earn CE credits

How to handle ESG pushback

Market Insights

How to handle ESG pushback

Tuesday, May 9, 2023 at 1:00 PM ET

In many ways, we are in the golden age of ESG: regulators are cracking down, standards are being set and awareness is high.

Sponsored by

Watch now and earn CE credits

Market Insights

Insurance lending: Level up your knowledge to unlock its potential

Wednesday, April 26, 2023 at 1:00 PM ET

Discover how insurance lending can take your client’s financial plan—and your practice—to the next level.

Sponsored by

Equitable Bank

Watch now and earn CE credits

Market Insights

Building pathways to inclusive success

Tuesday, March 7, 2023 at 1:00 PM ET

A common concern when discussing improved diversity in the financial industry is improving the pipeline of qualified candidates from traditionally marginalized groups.

Sponsored by

Watch now and earn CE credits

Alternative ETFs : Learn how to differentiate yourself

Tuesday, December 6, 2022 at 1:00 PM ET

Discover how Alternative ETFs can answer investors’ needs with funds that seek to achieve positive returns in both positive or negative equity market conditions.

Sponsored by

Watch now and earn CE credits

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