The premier CE destination for Canada's financial professionals
At CE Corner we have courses to enlighten and challenge you, while helping you meet your professional obligations.
Browse courses by accreditation body
FREE
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Panel discussion with Alternatives Portfolio Managers
James Burron (CAASA) moderates a panel featuring Michael Schnitman (Mackenzie Investments), Brian D'Costa (Algonquin Capital), and Bill DeRoche (AGF). This discussion amongst veterans in the Alternatives category will provide color around their current views and expectations, as well as the place and the case for ALTs - which if anything, 2020 probably served to emphasize. Diversification is still one of the only free lunches in finance - and well put together ALTs can help in that regard ...
Course provider:
Mindpath Conferences Credits:
FP Canada
0.75
The Institute
0.75
Price:
FREE
Categories:
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Mindpath 2021_How to incorporate ESG in portfolio construction
This session looks at how to incorporate ESG in portfolio construction.
Course provider:
Mindpath Conferences Credits:
FP Canada
0.75
MFDA
0.75
Price:
FREE
Categories:
-
Mindpath 2021_ESG - The ins and outs of ESG and what Advisors need to consider when discussing with clients
As topical as it can get, ESG is now front and center, with product rollout fast and furious, and AUM ramping up from - admittedly relatively low levels in Canada relative to other jurisdictions (eg - Europe). In this presentation, Mark takes us through the ins and outs of ESG and what Advisors need to consider in discussions with clients regarding this fascinating topic.
Course provider:
Mindpath Conferences Credits:
FP Canada
1.00
MFDA
1.00
Price:
FREE
Categories:
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Mindpath 2021_Investor Economics Research - Wealth in Canada, product trends, demographics
FP Canada, The Institute
Carlos Cardone presents results from Research recently conducted on behalf of the Canadian ETF Association, looking at Wealth in Canada, product trends, demographics etc in a detailed view with strategic importance for Advisors.
Course provider:
Mindpath Conferences Credits:
FP Canada
0.75
The Institute
0.00
MFDA
0.75
Price:
FREE
Categories:
-
What's Next For Preferred Shares?
This webinar features Fiera Capital’s Nicolas Normandeau who oversees the portfolio management of the Horizons Active Preferred Share ETF (TSX: HPR), currently the largest actively managed preferred share ETF listed in Canada by assets under management (Source: Morningstar, as at June 30, 2021).
With the introduction of new debt vehicles like Limited Recourse Capital Notes —increasingly replacing preferred shares as the instrument of choice — the fixed income market has changed considerably.
Hybrid securities such as preferred shares, hybrid bonds and LRCNs, which pay out a floating rate of yield, are benefitting from the upward pressure on interest rates. Mr. Normandeau goes through his outlook on the fixed income market and his views on preferred shares for the remainder of 2021 and beyond. This webinar covers: - Preferred Shares: Then and Now - What are Limited Recourse Capital Notes? - The Outlook for Preferred Shares - Portfolio Positioning in the face of COVID-19 and Volatility
Course provider:
Horizons ETF by Mirae Price:
FREE
Categories:
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Mindpath Thematics 2021: Technology - The Cloud, Blockchain - capitalizing on Thematic opportunities in 'Tech'
CE CREDIT(s) PENDING
Forget “hardware” and “software” - both permeate every aspect of our lives and touch every market, sector, and company we consider investing in. The scale afforded by technology has and continues to produce unprecedented wealth for those at the very top ... most now space “explorers”. A look at Tech beyond "Mega" Tech - focusing on Thematic with powerful, and hugely scalable drivers
Course provider:
Mindpath Conferences Price:
FREE
Categories:
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Mindpath Thematics 2021: Overview with 3 ETF Executives, then a deep dive into Healthcare Thematics and Biotechnology
CE CREDIT(s) PENDING
Tune in to this dynamic discussion with Executives from 3 companies (Brompton; FT Portfolios Canada; and Harvest Portfolios) participating in the first edition of our "Thematic" ETFs Investing Summit. Following the 30-minute high-level view of the Thematic space, we will delve into the first major theme: Healthcare including Biotechnology
Course provider:
Mindpath Conferences Price:
FREE
Categories:
-
Mindpath Thematics 2021: Thematic Investing: Clean Energy: Smart Grid, Robotics and AI
An imperative for the human race and the survival of our planet, a shift in energy production underway for decades needs to be taken to unprecedented scale rapidly to change the game. How is this all coming together and along - and what to consider here, with a space that needs to get us to a very different energy source and utilization space by mid-millennium? The Energy transition is underway ... the inescapable AI and Robotics "themes" where are we at, how is it progressing?
Course provider:
Mindpath Conferences Credits:
FP Canada
1.50
Price:
FREE
Categories:
-
Insights from a market maker on the front lines of ETF trading
As with anything, when it comes to ETFs, you want to learn & implement best practices, whether in relation to analyzing them, trading them, blending them etc. On the trading side, there are many tips and considerations you will want to take into account, which will save you time, energy, and frustration. Hear from CIBC's ETF market maker Camilo Gil, who will share his insights, as well as - and he is very good at it - debunk some myths associated with ETFs :) Yes, there still are many!
Course provider:
Mindpath Conferences Credits:
FP Canada
0.50
The Institute
0.50
Price:
FREE
Categories:
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Of Covered Call Strategies, Volatility monetizing, & risk management thru a pandemic
In this session, Options specialist Hans Albrecht (PM Horizons ETFs) shares his thoughts and experience through 2020 and what the mandates he is involved with the aim to accomplish. Volatility remains elevated, markets have rebounded sharply from the savage bear that ravaged investors' portfolios in February/March - what can call options strategies do for you and for your clients?
Course provider:
Mindpath Conferences Credits:
FP Canada
0.50
The Institute
0.50
Price:
FREE
Categories:
-
Market Cap Indexing - still the uncontested
While a great many ways of "indexing" have sought to take the fight to traditional indexing ... AND to beat it (!) the maths of indexing remain daunting for most active managers, AND for alternative indexing strategies. Why this isn't likely to change anytime soon.
Course provider:
Mindpath Conferences Credits:
FP Canada
0.50
The Institute
0.50
Price:
FREE
Categories:
-
Factors Oh Factors which of you is the most beautiful?
Value; Momentum; Yield; Size; Quality; Minimum Volatility ... AND more. Multiple Factors. The when and the how-to. Ben Johnson, Global Head of ETF Research and Yves Rebetez of CREDO Consulting speaks to the topic of factors, reviewing their relative successes and low points in 2020, taking that opportunity to introduce his firm's latest factor analysis tool.
Course provider:
Mindpath Conferences Credits:
FP Canada
0.50
The Institute
0.50
Price:
FREE
Categories:
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Behavioral Coaching When Your Clients Need It Most
Now, more than ever, it’s important to empathize with your clients and be the voice of reason they trust so they remain properly invested during uncertain times.
Behavioral Coaching when your clients need it most will deliver best practices to help you be that trusted voice and offer practical ways to apply the Vanguard Advisor’s Alpha® behavioral coaching concept into your client conversations. It covers:
- Focusing on the human elements of advice.
- Explaining the importance of a written financial plan to clients.
- Implementing an effective behavioral coaching process.
- Building relationships, trust and referrals from your business.
Course provider:
Vanguard - CETFA Credits:
IIROC
0.75
Price:
FREE
Categories:
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Enhancing Income without sacrificing total return by using a unique active options strategy
Finding income in today's investment landscape has become more important than ever. With government rates at historic lows, and looking to be lower for longer. Join Ben Gossack, lead Portfolio Manager of TGED and TUED ETFs, to discuss how he is using a proprietary active approach to enhance income using options.
Course provider:
Mindpath Conferences Credits:
FP Canada
0.75
The Institute
0.75
Price:
FREE
Categories:
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How to Manage Your Clients’ Needs, Now and in the Future - Including Cyber Security Risks
Access Password: 3T@=1+uQ
Course provider:
CETFA Price:
FREE
Categories:
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Generation ETFs: S3E14 - COVID-19
Global equity markets have now experienced one of the most rapid and worst sell offs since the global financial crisis of 2008. It seems that much of this sell off has been driven by fears about the global spread of the COVID-19 virus, and its potential to grind the global economy to a halt. In this episode of Generation ETFs, Candice Bangsund of Fiera Capital provides us with a global macro update and provides a few key reasons that despite the markets looking dire, long-term, the global economic expansion will likely continue if and when fears about the COVID-19 virus subside.
Course provider:
Horizons ETF by Mirae Price:
FREE
Categories:
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The Best Fixed Income Opportunity in 2020?
Course provider:
Horizons ETF by Mirae Price:
FREE
Categories:
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Integrating Sustainable Investing into your Practice
Sustainable investing solutions can help you create deeper bonds with your clients as well as build and retain assets through the intergenerational wealth transfer.
Course provider:
AGF Credits:
FP Canada
1.00
IIROC
1.00
Price:
FREE
Categories:
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Mindpath 2021_The Future of Investing & Money, 4 ways to improve a Bond Fund, Blockchain
The Future of Investing and Money:
- Looking at Bond strategies to potentially deliver higher returns, improve diversification and risk management, and lower correlation to the index. Etienne discusses how fully utilizing the strategies available within the parameters of the liquid alternative class results in a better bond fund.
- Financial Services is going through the greatest upheaval since the invention of double-entry bookkeeping in the Middle Ages. Finance is decentralizing, transforming every aspect of the industry, from how we move and store value to how we access credit, invest and trade. Alex Tapscott discusses how blockchain and digital assets are enabling new business models that will upend old industries and institutions in our economy.
Course provider:
Mindpath Conferences Credits:
FP Canada
0.75
MFDA
0.75
Price:
FREE
Categories:
-
Mindpath 2021_Canadian ETF Market overview with Daniel Straus
Course provider:
Mindpath Conferences Credits:
FP Canada
0.50
MFDA
0.50
Price:
FREE
Categories:
-
Mindpath 2021_Going Global in 2022 (What to know: International, Emerging Markets, China, et al)
In this discussion with several Active Portfolio Managers talking us through their firm's investment framework, their views and insights regarding what they currently see in terms of opportunities on a Global and International basis, including EM and China. Where are relative valuations, what are the themes, opportunities, risks etc
Course provider:
Mindpath Conferences Credits:
FP Canada
1.00
MFDA
1.00
Price:
FREE
Categories:
-
Mindpath 2021_Income Generation / Tactical Asset Allocation
Course provider:
Mindpath Conferences Credits:
FP Canada
0.75
MFDA
0.75
Price:
FREE
Categories:
-
Mindpath 2021_Innovation/Disruption ETFs (Thematics)
Thematic investing; Disruption and innovation have all gone hand in hand for some time - with self-reinforcing effect. Described by some as the "new sector investing", Thematics cross well-defined sector boundaries to deliver on promises of future returns and growth based on "change". Tune in to catch up with the possible game-changing world of thematics, and identify what opportunities might work best in your clients' portfolios.
Course provider:
Mindpath Conferences Credits:
FP Canada
0.75
MFDA
0.75
Price:
FREE
Categories:
-
Women and Investing
Women are not a niche market – they’re not just half of the population, they already control substantial wealth. Yet women are underserved by the financial services industry and the gender effect – living longer, earning less – can result in a significant retirement savings gap. Here are investment and communication strategies that can help you be a more effective financial advisor to your female clients.
Course provider:
AGF Credits:
FP Canada
1.00
IIROC
1.00
Price:
FREE
Categories:
-
Cybersecurity
Cyber Security is frequently in the news - often when significant breaches have been reported, respectively to comment on their often devastating impact on society in general and individuals. This sub-segment of the Technology Industry has desirable characteristics that differentiate it from the broader technology space, such as "infrastructure" / utility attributes; and must-have status with associated recurring revenue streams.
Course provider:
Mindpath Conferences Price:
FREE
Categories:
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5G (5th generation wireless network) with Indxx & First Trust Portfolios Canada
5G is all about updating the Mobile Network infrastructure and upgrading its capabilities. Not only is it expected to significantly increase processing speed in the network, but just as critically, and potentially more so, it will empower telecommunication companies to deliver many additional profitable services over said networks.
With massive dedicated CAPEX commitments, the infrastructure upgrade/roll-out is in full swing.
In this webinar, we discuss the future of 5G and the opportunities it represents to capitalize on its promising economics, with Indxx, the provider of the Index underpinning First Trust Portfolio's ETFs allowing easy access to the theme.Course provider:
Mindpath Conferences Price:
FREE
Categories:
-
Fixed-Income Indexing at Vanguard
Vanguard is one of the world's largest fixed-income managers with offices around the globe and over $1.8 Trillion (USD) in fixed income assets as of Dec. 31, 2019. In this session, you will learn about Vanguard's approach to fixed income indexing. Vanguard has been a pioneer and remains a dedicated leader in this space as the migration of fixed income indexing is likely to continue. Learn about Vanguard's aligned interests, large scale, and sophisticated process which includes fundamental active credit research recommendations to effectively optimize fixed income portfolios.
Course provider:
Vanguard - CETFA Credits:
IIROC
0.75
Price:
FREE
Categories:
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Dividend Growers: Not all dividend stocks are created equa
Bristol Gate focuses on identifying companies whose dividends are poised to grow and overtime provide a continuous stream of growing cash flows to investors
Course provider:
Mindpath Conferences Credits:
FP Canada
0.50
The Institute
0.50
Price:
FREE
Categories:
-
Is there still income to be generated in fixed income? Where to find it?
Course provider:
Mindpath Conferences Credits:
FP Canada
0.50
The Institute
0.50
Price:
FREE
Categories:
-
Geopolitics and the Impact on Quant Investing (Disruption and Implications for Emerging Markets)
Concerns about geopolitical issues, the global economy and increasing market volatility continue to pose significant challenges for investors.
In this webcast, hear from Greg Valliere, AGF’s Chief U.S. Policy Strategist, on his perspective on the current geopolitical climate, followed by a discussion with Bill DeRoche and Mark Stacey, co-CEOs of AGFiQ, on what it means to be a quantitative investor in an age dominated by macroeconomics.
Course provider:
AGF Credits:
FP Canada
1.00
IIROC
1.00
Price:
FREE
Categories:
-
Canadian Banks & Global Financials: An Attractive Opportunity for 2021
Banks and Financials continue to lag significantly, with investors worried about the threat of rising loan defaults and the economic impacts brought about by COVID-19. However, is there considerable upside potential ahead for the sector? Please join Rob Wessel, who is recognized as one of Canada’s leading experts in the financial services sector for a discussion on the key risks and opportunities for the Canadian banks and global financials and what the next few years could bring.
Course provider:
Mindpath Conferences Credits:
FP Canada
0.50
The Institute
0.50
Price:
FREE
Categories:
-
Mindpath 2021_Index considerations for Thematics and Factors
Thematics: Interest in Thematics has exploded recently, spiking up powerfully in a COVID-19 World. Discussing the thematic space from his vantage point with MSCI Inc, Stephane Mattatia will provide insights, perspectives, and context: Why thematics; what thematics; and how thematics; and what Index solutions for thematic exposure.
Factors: In this session, Hitendra Varsani of MSCI takes us through the world of Factors - looking at their history, as well as placing them in context, in terms of investment considerations under different economic scenarios going forward.
Course provider:
Mindpath Conferences Credits:
FP Canada
0.75
MFDA
0.75
Price:
FREE
Categories:
-
The Canadian ETF Industry - Highlights 2020, Outlook 2021
Daniel Straus (Head of Research and ETF Strategy, National Bank Financial) reviews recent trends in the industry including key 2020 product launches and trends. Beyond this, Daniel shares his expectations for the space in 2021.
Course provider:
Mindpath Conferences Credits:
FP Canada
0.75
The Institute
0.75
Price:
FREE
Categories:
-
Access A New Frontier Investing in Marijuana Using ETFs
Course provider:
Horizons ETF by Mirae Price:
FREE
Categories:
-
Clean Green Energy Webinar
No challenge is potentially greater at this juncture in history than addressing Climate Change. With one of newly elected US President Joe Biden's first move upon taking office to rejoin the Paris Accord, and re-engage in a global effort to tackle this existentialist question for humanity, we look forward to hearing from Ron Pernick, founder and managing director of clean-tech research firm Clean Edge, Inc.
Course provider:
Mindpath Conferences Credits:
IIROC
1.00
Price:
FREE
Categories:
-
Introduction to Liquid Alternatives
This presentation will cover an introduction to liquid alternative funds including the regulatory framework and an overview of common investment strategies used by these funds. We will also touch on the investment product landscape in Canada and how financial advisors can begin to understand and perform due diligence on these types of products.
Course provider:
AGF Credits:
FP Canada
1.00
IIROC
1.00
Price:
FREE
Categories:
-
-
Latest Courses and Events

Mindpath 2021_How to incorporate ESG in portfolio construction
This session looks at how to incorporate ESG in portfolio construction.

Mindpath 2021_Index considerations for Thematics and Factors
Thematics: Interest in Thematics has exploded recently, spiking up powerfully in a COVID-19 World. Discussing the thematic space from his
