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 Webcasts
March 2026
Thu, March 5 @ 2:00 PM
Are You Ready for a Smarter, More Integrated Portfolio Approach?
Wesley Blight & Craig Maddock
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Tues, March 10 @ 2:00 PM
Dynamic Private Assets: Legitimately diversified and evergreen to enhance portfolio outcomes.
Byron Monaghan
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Thu, March 12 @ 2:00 PM
Dispersion & Diversification: Actively Searching for the Right Opportunities
Darren Marco, Payden & Rygel
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Thu, March 26 @ 2:00 PM
Faster Innovation and Disruption with AI as the Propellant
Noah Blackstein
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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.
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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