DYNAMIC EDUCATION ZONE
Your one-stop shop for CE credits.Stay Updated with Portfolio Manager Webcasts!
Never miss out — access all our webcasts and featured courses directly by clicking below.
Important notice:
The Education Zone will be closed on January 2, 2026, for maintenance and to prepare for new 2026 content.
Upcoming Schedule: Portfolio Manager & Practice Management Webcasts
January 2026
Thu, Jan 8 @ 2:00 PM
The Year Ahead: What’s Next for the Economy?
Marc André Gaudreau, Jeffery Cleveland & James Orlando
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Thu, Jan 15 @ 2:00 PM
The Active Advantage: Global ETF Strategies for Evolving Markets
David Fingold & Peter Rozenberg
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Thu, Jan 22 @ 2:00 PM
Unlocking Premiums in 2026
Damian Hoang & Derek Bastien
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Thu, Jan 29 @ 2:00 PM
New Era of Alternatives – From Niche to Necessity
Richard Lee & Nick Stogdill
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Your complete education toolbox
Earn your CE credits, easy as 1 2 3
STEP 1
Choose a CE course, launch it, and complete it with a minimum view time of 30 minutes and a 70% passing grade.
STEP 2
View your CE Certificate, within 2 hrs of completion if status is not 'pending'
STEP 3
View or download your CE certificate.
Advance your career with esteemed designations!
Looking to add a new financial designation this year? Start your journey from education to designation with our respected partners.
Register through the Education Zone and enjoy substantial discounts on your chosen program.
Don’t miss out on this opportunity to elevate your career!
MFA-PTM Designation Program
Knowledge Bureau
Certified Executor Advisor (CEA)
Canadian Institute of Certified Executor Advisors
Elder Planning Counselor (EPCTM)
Canadian Initiative for Elder Planning Studies