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.
Upcoming Schedule: Portfolio Manager & Practice Management Webcasts
July 2025
July 17
Are Your Portfolios Built for Tomorrow? – Craig Maddock and Wesley Blight
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July 24
The Case for Canada: Value, Stability, and Growth – Don Simpson, Eric Mencke and Rory Ronan
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August 2025
August 13
Protecting Seniors: Navigating Fraud, Exploitation and Online Threats – Mike Englert
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August 19
Reducing U.S. Risk with Defensive Global Equities – Ryan Nicholl
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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.
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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