The Learning Centre
Equitable® is pleased to offer Path to Invest, a self-serve Continuing Education (CE) accredited presentation platform for advisors.
Whether you want to learn more about the financial services industry or how responsible investment solutions can fit into a client’s overall financial well-being, Path to Invest has what you're looking for.
It’s a one stop shop with 15 accredited presentations on a variety of topics. All with a video tutorial, short quiz, and resource links for more information.
To get started, email equitablesrmarketing@equitable.ca.
Questions about the Path to Invest? Contact your Director, Investment Sales.
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
| Title | Summary | Presentation Date | Credit Expiry | Number of Credits | |
|---|---|---|---|---|---|
| Equitable Master Class webcast featuring Rob Kochel from Invesco |
Discover how it’s surprisingly simple to manage clients. Contrary to most client retention models that are intensive and time consuming, the Golden Hour model aims to deliver maximum benefit at a truly implementable level. |
April 10, 2024 | 60 minutes | TBD | TBD |
| Equitable Life Active Balanced Portfolios – a unique investment opportunity |
Find out how the Equitable Asset Management Group uses quantitative investing to uncover often overlooked investment opportunities to build the Equitable Life Active Balanced Portfolios. |
March 20, 2024 | 60 minutes | TBD | TBD |
| How to get clients past their thinking blind spots |
Join us for an informative discussion led by Dr. Ryan Murphy, head of Morningstar’s global Behavioural insights in how you can get clients past their thinking blind spots. |
February 15, 2024 | 60 minutes | February 15, 2027 | 1.0 |
| Take the helm in 2024 with insights from leading investment experts |
Find out what our panel of leading investment experts are saying about the markets and how they are positioning their portfolios. Learn about the themes and forces driving markets and where there are opportunities. |
January 24, 2024 | 60 minutes | Jan 24, 2025 | 1.0 |
|
Equitable presents how payout annuities can contribute to an overall retirement strategy. |
November 22, 2023 | 60 minutes | Nov 23, 2025 | 1.0 | |
| Equitable Master Class |
Building Your Business in the Retirement Income Market featuring Daryl Diamond, Chief Retirement Income Strategist, Dynamic Funds |
October 25, 2023 | 60 minutes | October 25, 2026 | 1.0 |
| First Home Savings Account Webcast |
Join us for the Equitable Life® First Home Savings Account (FHSA) webcast to learn who is eligible, contribution limits, making withdrawals, how FHSA compares to an RSP and TFSA, practical applications |
September 27, 2023 | 60 minutes | June 30, 2026 | 1.0 |
| Equitable Life Webcast Series featuring Equitable Life Dynamic Asia Pacific Equity Fund Select |
Benjamin Zhan and Bruce Zhang will discuss the Equitable Life Dynamic Asia Pacific Equity Fund Select along with the fund's people, philosophy, process and performance. |
June 14, 2023 | 60 minutes | June 14, 2024 | 1.0 |
| Equitable Life Master Class Webcast: The Personal Coach featuring April-Lynn Levitt, CFP |
Join Equitable Life and guest speaker, April-Lynn Levitt, CFP, Business Coach, The Personal Coach, to learn how to be compliant in today’s environment and create client-focused review meetings. |
May 31, 2023 | 60 minutes | N/A | N/A |
| Equitable Life webcast series presents Mackenzie Investments featuring Arup Datta |
Arup will discuss Equitable Life Mackenzie Emerging Markets Fund Select along with the fund's people, philosophy, process and performance. |
April 26, 2023 | 60 minutes | April 26, 2024 | 0.5 |
| Equitable Master Class | The First Word on ESG | February 8, 2023 | 60 minutes | February 8, 2026 | 1.0 |
| Kickoff to 2023 | Equitable Life is pleased to present Robert Gignac, author of the book ““Rich is a State of Mind”. | January 18, 2023 | 90 minutes | January 18, 2026 | 1.0 |
- ADVOCIS - 60 days
- Alberta Accreditation Committee (AAC) / Alberta Insurance Council (AIC) - 60 days
- Chambre de la sécurité financière (CSF) - 30 days
- Insurance Council of Manitoba (ICM) - 60 days
- Insurance Councils of Saskatchewan - 60 days
Life: cecredits_life@equitable.ca
Savings & Retirement: cecredits_sr@equitable.ca