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Continuing Education / Professional Development

A commitment to professional development helps financial advisors to provide the best possible advice to their clients. Continuing education can help you stay current on financial products, investment strategies and industry regulations. IFSE offers several courses for financial advisors to satisfy their CE requirements. These courses may also interest others in the industry seeking to enhance their professional development. Click on any of the CE courses below to find out more.

Exchange-Traded Funds CourseSegregated FundsTax-Efficient InvestingLeveraging for InvestmentsEthics and Professional Practice (Civil Code)Ethics and Professional Practice (Common Law)Ethics and Standard of ConductNavigating the Regulatory EnvironmentUnderstanding Your Business Conduct ResponsibilitiesGetting Qualified and RegisteredKnowing Your Suitability ObligationsAvoiding Prohibited PracticesLeverage Suitability Course and Case StudyOpening New AccountsConflict of Interest Course and Case StudyBuilding Education SavingsGifting InvestmentsInvesting within Life EventsMillennials – Debt Management StrategiesRetirement: Registered PlansAnti-Money Laundering and Terrorist Financing (AMLTF) 101Anti-Money Laundering and Terrorist Financing (AMLTF) 201First Home Savings Accounts (FHSAs)