Home 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:
You can register for each module individually or you can register for the Bundle (includes all four modules).
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)
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)
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)
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)
This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors both on this website and other media. To find out more about the cookies we use, see our Privacy Policy.
If you decline, your information won't be tracked when you visit this website. A single cookie will be used in your browser to remember your preference not to be tracked.