Advanced Learning Modules

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The Update 2021 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 compliment the Update 2021 Seminar material, it is an independent educational program and completion of the seminar is not required.

Registrants will:

  • Obtain CE Credits upon successful completion of each module quiz
  • Have online access to the Advanced Learning Modules until March 31, 2022

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.

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

Module 1: Building an Inclusive Practice

Learning Objective: To examine how to effectively reduce implicit prejudice and encourage inclusion and diversity in our new remote environment.

Reading List:
Title: Reducing Implicit Prejudice
Author: Calvin K. Lai, Kelly M. Hoffman and Brian A. Nosek
Source: Social and Personality Psychology Compass

Title: Sustaining and strengthening inclusion in our new remote environment
Author: Diana Ellsworth, Ruth Imose, Stephanie Madner, and Rens van den Broek
Source: McKinsey & Company

CE Credits: 1 (upon successful completion of quiz)

Registration Fee:
Member: $15.00 (plus taxes)
Non-member: $25.00 (plus taxes)

Bundle Registration Fee (includes all 4 modules):
Member: $75.00 (plus taxes)
Non-member: $120.00 (plus taxes)

 

Registration opens on April 22, 2021

Module 2: Planning: Pivot to the New Reality

Learning Objective: To consider how financial advisors and financial planners can help their clients (with a focus on individuals and small business owners) pivot to the new reality, take action, and revise their financial plans while keeping sight of their goals.

Reading List: 
Title: How entrepreneurs are adapting to the pandemic
Author: Sylvia Ratte and Isabelle Bouchard
Source: BDC

Title: Knowledge Bureau 2020 Fall Economic Report
Source: Knowledge Bureau

CE Credits: 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: $75.00 (plus taxes)
Non-member: $120.00 (plus taxes)

 

Registration opens on April 22, 2021

Module 3: Customized Solutions for Managing Risk

Learning Objective: An exploration of how financial advisors and financial planners can continue to help clients (with a focus on individuals and small business owners) reach their financial goals while taking decisive action to mitigate risk.

Reading List:
Title
: Get the Most from the Canada & Quebec Pension Plans by Delaying Benefits
Authors: Bonnie-Jeanne MacDonald, PhD, FCIA, FSA, National Institute on Ageing, Ryerson University
Source: National Institute on Ageing, Ryerson University and FP Canada

CE Credits: 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: $75.00 (plus taxes)
Non-member: $120.00 (plus taxes)

 

Registration opens on April 22, 2021

Module 4: Deeper Connections in a Virtual World

Learning Objective: Embracing new ways of staying connected with clients to meet their shifting support needs while fostering the ongoing development of a trust-based relationship.

Reading List:
Title
: Meet the next-normal consumer
Author: Victor Fabius, Sajal Kohli, Sofia Moulvad Veranen, and Bjorn Timelin
Source: McKinsey & Company

Title: How COVID-19 has pushed companies over the technology tipping point – and transformed business forever
Author: McKinsey & Company

CE Credits: 1 (upon successful completion of quiz)

Registration Fee:
Member: $15.00 (plus taxes)
Non-member: $25.00 (plus taxes)

Bundle Registration Fee (includes all 4 modules):
Member: $75.00 (plus taxes)
Non-member: $120.00 (plus taxes)

 

Registration opens on April 22, 2021

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