Advanced Learning Modules
Advanced Learning Modules
The Update 2023 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 2023 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 2023 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, 2024
You can register for each module individually or you can register for the Bundle (includes all four modules).
Module 1: Planning for the Whole Person
Learning Objective: To explore ways financial advisors and financial planners can educate, motivate and engage their current and prospective clients as they help them navigate through persistently high stress levels.
Reading List:
Title: EY 2021 – 2022: Managing your personal taxes – A Canadian Perspective
Source: Ernst & Young LLP
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: The Future of Care
Learning Objective: Discovering options for clients clarify their future care wishes and guide them in the implementation of a plan to get there.
Reading List:
Title: Canadian Perspectives on the Financial Realities of Ageing in Place
Authors: Natalie Iciaszczyk, Cameron Feil, Bonnie-Jeanne MacDonald, Michael Nicin, Samir K. Sinha
Source: National Institute on Ageing
Title: The Future Cost of Long-Term Care in Canada
Authors: Bonnie-Jeanne MacDonald, Michael Wolfson, John P. Hirdes
Source: National Institute on Ageing
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: Unpredictable Planning for Small Business Owners
Learning Objective: Consider strategies that will help small business owners strengthen the resiliency of their business and financial business plan.
Reading List:
Title: What matters most: Six priorities for CEOs in turbulent times
Source: McKinsey
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: The Evolution of Responsible Investing
Learning Objective: Increase awareness of the opportunities and pitfalls of today’s ESG investing landscape in ways that will be helpful to clients’ understanding and decision-making process.
Reading List:
Title: PRI Strategic Plan 2021 – 24: Building a Bridge Between Financial Risk, Opportunities and Real-World Outcomes
Source: UNEP Finance Initiative and UN Global Compact
Title: Global ESG Disclosure Standards for Investment Products
Source: CFA Institute
Title: Global ESG Disclosure Standards for Investment Products Errata June 2022
Source: CFA Institute
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)