The Learning Centre

The Learning Centre





Continuing Education Credits
Fidelity Investments Canada Equitable Life welcomes David Tulk, Portfolio Manager, and Ilan Kolet, Institutional Portfolio Manager from Fidelity Investments Canada®, who will highlight the Fidelity Tactical Asset Allocation Portfolios.  June 9, 2021 60 minutes Pending
Mackenzie Ivy Global Balanced Join your host Joseph Trozzo, Investment Sales Vice President and Matt Moody, Vice President, Portfolio Manager, Mackenzie Ivy Team and Dagmar-Rose Pagel, Product Manager  April 21, 2021 60 minutes Yes
Equitable Asset Management Group Please join us to hear David Irwin discuss the state of markets today, what key risks investors are focused on, and how the Equitable Life Active Segregated Fund lineup is positioned. March 24, 2021 60 minutes Yes
Franklin Bissett
Group of Funds
Equitable Life welcomes Les Stelmach, Senior Vice President, Portfolio Manager Franklin Bissett Investment Management and Ryan Crowther, Vice President, Portfolio Manager, Franklin Bissett Investment Management. February 24, 2021 60 minutes Yes
Invesco Global Companies Fund Equitable Life welcomes Kimberley West, Senior Client Portfolio Manager for Invesco Canada’s International Companies Fund. West will be joined by Ryan Diamant, Senior Product Manager, Invesco Canada. January 28, 2021 60 minutes Yes

Do you have clients looking for growth but are concerned about taking on too much risk?

Learn about the value of investing in high-quality businesses and how taking a broader approach to fixed income investing can deliver the balanced solution your clients are looking for. December 2, 2020 60 minutes Yes
Equitable Life presents “Payout Annuities – An opportunity to provide guaranteed income” Often misunderstood by investors, payout annuities can be a great option for producing guaranteed income. October 28, 2020 70 Minutes Yes

Equitable Life presents Dynamic Funds featuring David L. Fingold

With the upcoming U.S. election, and the ongoing coronavirus pandemic, the challenges and uncertainty of today’s global market can create doubt for investors.  October 2020 70 minutes Yes

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Equitable Life issues CE certificates to participants based on the timelines set out by the accreditation bodies:
  • 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
Please note, these timelines are effective from the time the training activity has been given and may not be applicable for every presentation. If you have any questions about your CE certificate, please use one of the following email addresses:

Savings & Retirement:



Why advisors look to Equitable Life


Getting to know EZcomplete, Equitable’s online application


What is a Retirement Savings Plan?


The value of Equitable Life’s EZcomplete online application for Pivotal Select


What is a segregated fund?


The Equitable Life Investment Advantage


Which investment mix is right for me?