Advanced Learning Modules

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The Update 2020 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 2020 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, 2021

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: Market Uncertainty and Client Behaviour

Learning Objective: Learn to successfully navigate through market uncertainty by working closely with your clients and understand their behaviour.

Reading List:
Title: Business Outlook Survey
Author/Source: Bank of Canada

Title: Making the Money Last
Author: David Don Ezra
Source: C.D. Howe Institute

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 SOON

Module 2: Strategies for Clients who are Retired or Planning for Retirement

Learning Objective: To consider the strategies for clients who are retired or planning for retirement.

Reading List: 
Title: 8,000 Days Workbook
Source: MIT AgeLab and Hartford Funds, 2017

Title: An Analysis of the Economic Circumstances of Canadian Seniors
Author: Richard Shillington
Source: Broadbent Institute

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 SOON

Module 3: Estate Planning for Small Business Owners

Learning Objective: To explore various strategies for small business owners and understand how to apply them to aid clients with planning in a tax efficient way.

Reading List:
Title: Deep Technical: Tax on Split Income (TOSI) – Selected Topics
Author: Megan Ni and Ryan Palmer
Source: KPMG, November 21, 2019

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 SOON

Module 4: The Emotionally Intelligent Advisor

Learning Objective: To consider the impact an Advisor’s emotional intelligence has on the development of the Advisor-Client relationship.

Reading List:
Title: Emotional Intelligence: Implications for Personal, Social, Academic, and Workplace Success
Author: Marc Brackett, Susan E. Rivers, and Peter Salovey, Yale University
Source: Social and Personality Psychology Compass, 2011 Blackwell Publishing Ltd.

Optional:
Title: Mini Emotional Intelligence Test and Workbook
Author: Dennis Ghyst, PhD. and Brent Darnell
Source: Ghyst and Associates and Brent Darnell International

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 SOON

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