DYNAMIC EDUCATION ZONE

Your one-stop shop for CE credits.

It’s Time to Fulfill Your Year-End Continuing Education Requirements

Education Spotlight

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Global Fixed Income Opportunities in a Geopolitically Evolving World

February 27 | 2 pm ET

Join portfolio manager Eric Souders as we celebrate the 3 year anniversary of the Dynamic Global Fixed Income Fund, a simple way to add the diversification benefits of global bonds to your portfolio. Dynamic Global Fixed Income Fund gives clients access to a truly active fixed income diversifier backed by a team with over 40 years of industry experience.

Register now

Beyond the Giants: The U.S. Mid-Cap Opportunity

February 13 | 2 pm ET

With equity markets being increasingly driven by a concentrated set of names, investors are looking for opportunities that offer both portfolio diversification and a catalyst to unlock value. The ushering in of a new U.S. administration with an 'America first' policy and a focus on deregulation stands to be a major benefit to U.S. companies that generate the majority of their revenues domestically. In this environment, no segment of the market stands to benefit more than U.S. mid-caps given their domestic focus.

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The Power of Innovation and Disruption

January 29 | 2 pm ET

Join us for an insightful webcast hosted by Noah Blackstein Vice President and Senior Portfolio Manager, where we will explore the Dynamic Active Innovation and Disruption ETF (DXID and DXID.U). We’ll discuss the Fund's investment process and unique focus on innovative and disruptive companies, particularly those harnessing the power of artificial intelligence (AI) across various industries.

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Strategic Philanthropy Adds High Value in 2025

January 22 | 2 pm ET

Join us for a compelling and insightful webcast that will equip you with the skills to facilitate impactful charitable giving discussions and strategically enhance your client interactions. Many clients don’t raise the topic of philanthropy, and advisors often feel it’s none of their business, are uncomfortable with the subject matter, or are unsure of the tax consequences. This webcast will explore the transformative potential of integrating philanthropic strategies into your advisory services.

Replay

Access over 100 free CE credits anytime, anywhere

Explore our diverse offering of online courses and webcasts – all designed to enhance your skills, and keep you at the forefront of the financial services industry:

Portfolio Manager Webcasts (13 CE Credits)

Gain valuable insights from our respected Portfolio Managers.

View webcasts

Snapshots™ Life Event Courses (31 CE Credits)

Get the knowledge you need to guide clients through various life stages.

View Snapshots™ courses

Compliance Courses (14 Compliance Credits & 6 Professional Responsibility)

Stay up to date on crucial regulatory issues.

View Compliance courses

Insurance Zone Courses (22 CE Credits)

Deepen your insurance knowledge.

View Insurance courses

Practice Management Courses (14 CE Credits)

Learn industry best practices and tax strategies to grow your business.

View Practice Management courses

Elder Planning Counselor Designation Program (EPC) (32 CE Credits)

Specialize in serving an aging clientele and become an EPC Advisor.

View EPC courses

3 reasons to visit the Education Zone

Extensive Content

We offer an extensive selection of online CE courses – all in one centralized location. Created by industry educators, our CE courses cover a wide range of critical finance subjects, including:

  • Accredited PM Webcasts from Dynamic’s thought leaders;
  • Snapshots Life Events; plus
  • A wide range of Insurance, Compliance and Practice Management content.

Enhanced User Experience

We’ve redesigned the Education Zone to enhance your learning experience, making it more interactive, intuitive and engaging than ever before. New features include:

  • Streamlined navigation;
  • Centralized access to CE certificates;
  • Improved content display; and
  • Live French closed captioning for seamless comprehension.

Respected Education Partners

Designed in partnership with respected educators, our courses are designed to help you stay current with ever-changing regulatory requirements, market conditions and many more.

  • The Knowledge Bureau
  • Canadian Initiative for Elder Planning Studies
  • Canadian Institute of Certified Executor Advisors
  • Horsesmouth
  • Point.Shift

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