Advanced Learning Modules

Advanced Learning Modules

CLU Update 2024 Website Banner

The Update 2024 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 2024 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 all four module quizzes
  • Have online access to the Advanced Learning Modules until March 31, 2025

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 all modules.



Module 1: AI in Finance: Striking the Right Mix

Learning Objective: Navigating the technological landscape for financial planning practices – understanding generative and responsible artificial intelligence in the Canadian financial industry.

Reading List:

Title: A Canadian Perspective on Responsible AI
Source: Office of the Superintendent of Financial Institutions

Title: The state of AI in 2023: Generative AI’s breakout year
Source: McKinsey

Module 2: Building Tax Legislation Awareness

Learning Objective: Building tax legislation awareness, capital gains and charitable donations, the silent targets of the AMT reforms, and how inflation is increasing the tax burden.

Reading List:

Title: Double the Pain: How Inflation Increases Tax Burdens
Authors: William B.P. Robson and Alexandre Laurin
Source: C.D. Howe Institute

Title: Capital Gains and Charitable Donations: The Silent Targets of Federal AMT Reforms
Authors: Alexandre Laurin and Nicholas Dahir
Source: C.D. Howe Institute

Module 3: Balancing Priorities for Client-Centric Success

Learning Objective: Understanding the values and priorities of the next generation of clients.

Reading List:

Title: Values & Priorities of Millennials in Canada
Source: FP Canada Research Foundation and The Decision Lab

Title: 2024 global insurance outlook
Source: Deloitte Center for Financial Services

Module 4: Outliving the Money

Learning Objective: Developing a deeper understanding of the client and their wishes to optimize retirement income security and retirement drawdown choices.

Reading List:

Title: Strengthening Retirement Income Security: Fairer Tax Rules and More Options Needed
Authors: Alexandre Laurin and George Turpie
Source: C.D. Howe Institute

Title: Retirement Drawdown Choices: RRIF, TFSA and Non-Registered Accounts
Source: FP Canada Research Foundation

CE Credit: 8 (upon successful completion of all four modules and quizzes)


Registration Fee: 

  • Member: $110.00 (plus taxes) 
  • Non-member: $150.00 (plus taxes)