Access free courses as an IFB member.
Advanced Approaches to Retirement and Estate Planning
Member: FREE / Non Member: $25
This webinar shows how advisors can use RazorPlan to uncover concrete business opportunities through practical planning examples. Using short case studies, the session covers retirement income (decumulation), post-mortem estate analysis, and insured wealth transfer to demonstrate how planning insights translate directly into advice opportunities.
Credits:
- MB: 1 (#48790)
- AIC: 1 Life, (#75523)
- BC: 1 Life and/or A&S (#48790)
- ON: 1 Life
- SK: 1 Life
Supporting Advisors in Canada via Fidelity Portfolio Intelligence and Fidelity Portfolio Solutions
Member: FREE / Non Member: $25
Learn how Fidelity’s tools and Portfolio Solutions team can help you approach portfolio construction with a multi-time-horizon framework to help guide asset allocation, investment selection, and risk management in a variety of market environments.
Credits:
- FP Canada: 1 Financial Planning (#18453)
- MB: 1 (#47647)
- AB: 1 Life, (#73454)
- BC: 1 Life and/or A&S , (#47647)
- ON: 1 Life
- SK: 1 Life
Investing Through a Regime Change
Member: FREE / Non Member: $25
The presentation will review and provide an outlook for the global economy and major asset markets. Topics will include global and regional business cycles, employment and inflation trends. The presentation will also review the policy landscape including fiscal and monetary policy, focusing primarily on the Federal Reserve and the Bank of Canada. Special topics will include tariffs, central bank independence, and other relevant topics.
Credits:
- FP Canada: 1 Financial Planning (#18454)
- MB: 1 (#47648)
- AB: 1 Life, (#73455)
- BC: 1 Life and/or A&S , (#47648)
- ON: 1 Life
- SK: 1 Life
Protecting Depositors Under CDIC Rules
Member: FREE / Non Member: $20
CDIC will provide an overview of the organization and an update on the deposit insurance coverage, including the types of deposits that are covered, and the coverage limits. This session also discusses topics of interest to independent financial professionals, such as ongoing digital innovation of the financial sector, including crypto-assets and families.
Credits
- MB: 1 (#40334)
- AB: 1 Life, (#72798)
- BC: 1 Life and/or A&S , (#40334)
- ON: 1 Life
- SK: 1 Life
Behavioural Insights and Financial Behaviour
Member: FREE / Non Member: $20
Behavioural finance expert, Sasha Tregebov, explores the impact of cognitive biases and heuristics on financial decision-making, understanding concepts like loss aversion and the disposition effect through practical case studies. Learn new approaches to assist clients in making better financial decisions by mitigating the impact of these biases.
Credits:
- MB: 1 (#41717)
- AB: 1 Life, 1 General (#72799)
- BC: 1 Life and/or A&S , (#41717)
- ON: 1 Life
- SK: 1 Life
Life and Health Insurance Examination Process
Member: FREE / Non Member: $20
Credits
- MB: 1 (#38174)
- AB: 1 A&S, 1 Life, (#72795)
- BC: 1 Life and/or A&S , (#38174)
- ON: 1 Life
- SK: 1 Life
Navigating The Changes To Healthcare In Canada
Member: FREE / Non Member: $20
This session talks about the continuing changes to healthcare in Canada and the different things that can be done to navigate these changes and choose a plan that suits the needs of your clients.
Credits
- MB: 1 (#40329)
- AB: 1 A&S, (#72796)
- BC: 1 Life and/or A&S , (#40329)
- ON: 1 Life
- SK: 1 Life
Planning Your Retirement With Critical Illness Insurance
Member: FREE / Non Member: $20
Planning Your Retirement with Critical Illness Insurance" explores the importance of considering morbidity and the potential impact of a critical illness on long-term retirement strategies. Discover why retiree and pre-retiree clients must view their own health as a significant risk to their retirement plan and learn steps to mitigate the financial impact of critical illness, enabling you, as their trusted advisor, to address the subject effectively.
Credits
- MB: 1 (#40333)
- AB: 1 A&S, 1 Life, 1 General (#72797)
- BC: 1 Life and/or A&S , (#40333)
- ON: 1 Life
- SK: 1 Life
Before you begin a course, please make sure your web browser is set to allow all cookies and any third-party privacy software has been disabled.