REGISTER FOR
SEMINAR

ADVANCED LEARNING MODULES

The Update 2019 online Advanced Learning Modules is comprised of three modules; each with a series of required readings containing detailed explanations and examples that support the information discussed at the seminar. While the Advanced Learning Modules compliment the Update 2019 Seminar material, it is an independent educational program and completion of the seminar is not required.

Registrants will:

  • Obtain CE Credits upon successful completion of each module quiz
  • Have online access to the Advanced Learning Modules until March 31, 2020.

Note: Individuals who register for a Chapter seminar event receive complimentary access to the Advanced Learning Modules and can obtain additional CE Credits upon successful completion of each module.

 

CE CREDITS

Advanced Learning Modules: CE Credits upon successful completion of each module quiz.

BUNDLE PRICING

Access to the Advanced Learning Modules at a reduced price

Members: $75

Non-Members: $120

REGISTER NOW

Investment Planning — changing assumptions

LEARNING OBJECTIVES PRICESMembers: $30Non-Members: $50REGISTER NOW

  • To explore and prepare for the possibilities of a lower return environment and how that may impact financial plans.

READING LIST

  • The Case for Annuities, FORUM Magazine, November-December 2018 (Richard Parkinson)
  • Diminishing Returns – Why Investors May Have to Lower Their Expectations, McKinsey Global Institute (Authored in collaboration with McKinsey’s Strategy and Corporate Finance Practice)

CE CREDITS

CE Credits upon successful completion of the module quiz.

Senior Clients — insights on undue influence

LEARNING OBJECTIVES PRICESMembers: $30Non-Members: $50REGISTER NOW

  • To consider situations that can lead to undue influence being exercised over important decisions, and identify red-flags to draw your attention to undue influence situations.

REQUIRED READINGS

  • Recommended Practices for Wills Practitioners Relating to Potential Undue Influence: A Guide, British Columbia Law Institute (The Members of the Project Committee on Potential Undue Influence: Recommended Practices for Wills Practitioner)
  • Undue Influence Recognition/Prevention: A Reference Aid, British Columbia Law Institute (The Members of the Project Committee on Potential Undue Influence: Recommended Practices for Wills Practitioner)

CE CREDITS

CE Credits upon successful completion of the module quiz.

Decumulation Planning — managing longevity risk

LEARNING OBJECTIVES PRICESMembers: $30Non-Members: $50REGISTER NOW

  • To understand the potential market influences and spending patterns that may impact interest rates, returns and income sustainability for retirees.

REQUIRED READINGS

  • Safe Withdrawal Rates for Retirees in Canada Today, Morningstar Canada (David Blachett, PhD, CFA, CFP®, Paul D. Kaplan, PhD, CFA & Toomas Teder)
  • Debt Dilemma, FORUM Magazine, October 2018 (Tamor Satov)

CE CREDITS

CE Credits upon successful completion of the module quiz.

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS®, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).