Advanced Learning Modules

Advanced Learning Modules

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The Update 2022 online Advanced Learning Modules is comprised of four 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 complement the Update 2022 Seminar material, it is an independent educational program and completion of the seminar is not required. If you would like to attend a chapter’s Update 2022 seminar event or the National Webinar visit our Events Calendar for upcoming dates on Eventbrite.

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

Registrants will:

  • Obtain CE Credits upon successful completion of each module quiz
  • Have online access to the Advanced Learning Modules until March 31, 2023

You can register for each module individually or you can register for the Bundle (includes all four modules).

Visit our Advanced Learning Modules FAQ page for more information.

Module 1: An Economic and Market Overview

Learning Objective: To understand the economic indicators that could influence the performance of financial markets and consider the impact that may have clients.

Reading List:

Title: Declining Vital Signs: Canada’s Investment Crisis

Author: William B.P. Robson and Miles Wu

Source: C.D. Howe Institute

Title: Insurance Market Report Canada: Mid-year review 2021

Source: AON

CE: 2 (upon successful completion of quiz)

Registration Fee:

Member: $30.00 (plus taxes)

Non-member: $50.00 (plus taxes)

Bundle Registration Fee (includes all 4 modules):

Member: $110.00 (plus taxes)

Non-member: $150.00 (plus taxes)

Module 2: Legacy Planning

Learning Objective: Considering how clients about to retire or already in retirement can balance their legacy planning objections with immediate family support pressures and their lifetime cash flow needs.

Reading List:

 

Title: 2020 Retirement Risk Survey

Source: Canadian Institute of Actuaries

 

Title: Family Matters: A report on affluent Canadians and the transfer of wealth

Source: IG Private Wealth Management

 

CE: 2 (upon successful completion of quiz)

Registration Fee:

Member: $30.00 (plus taxes)

Non-member: $50.00 (plus taxes)

Bundle Registration Fee (includes all 4 modules):

Member: $110.00 (plus taxes)

Non-member: $150.00 (plus taxes)

Module 3: Building Client Trust and Deepening Relationships Through Higher Standards

Learning Objective: How Financial Advisors and Planners can build client trust and deepen relationships through the implementation of recent Client Focused Reforms in all aspects of their client relationships.

Reading List:

 

Title: Guidance Conduct of Insurance Business and Fair Treatment of Customers

Source: Canadian Council of Insurance Regulators and Canadian Insurance Services Regulatory Organizations

 

Title: Know Your Clients’ Behaviours: A Cluster Analysis of Financial Transactions

Author: John R.J. Thompson, Longlong Feng, R. Mark Reesor and Chuck Grace

Source: Journal of Risk and Financial Management

 

CE: 2 (upon successful completion of quiz)

Registration Fee:

Member: $30.00 (plus taxes)

Non-member: $50.00 (plus taxes)

Bundle Registration Fee (includes all 4 modules):

Member: $110.00 (plus taxes)

Non-member: $150.00 (plus taxes)

Module 4: Taxation for Small Business Owners

Learning Objective: To understand taxation issues for small business as it relates to exiting the business and succession planning.

Reading List:

 

Title: BDC Study: The Coming Wave of Business Transitions in Canada: Are Entrepreneurs Ready to Exit Their Company?

Authors: Tom Corner and Sylvie Ratte

Source: BDC

 

Title: Deloitte Insights: The holy grail of effective leadership succession planning: How to overcome the succession planning paradox

Author: Jeff Rosenthal, Kris Routch, Dr. Kelly Monahan, and Meghan Doherty

Source: Deloitte

 

CE: 2 (upon successful completion of quiz)

Registration Fee:

Member: $30.00 (plus taxes)

Non-member: $50.00 (plus taxes)

Bundle Registration Fee (includes all 4 modules):

Member: $110.00 (plus taxes)

Non-member: $150.00 (plus taxes)