The Learning Centre
Equitable® is pleased to offer Path to Invest, a self-serve Continuing Education (CE) accredited presentation platform for Equitable 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:
-
• Click the URL to the Equitable Education site: https://equitable-life-education.teachable.com/
-
• Your email address that is contracted with Equitable is your Username
-
• Once your email is registered on Path to Invest platform, you will receive a one-time code each time you log in using your email as your username.
Use Chrome as your browser for the best user experience.
For any difficulties accessing the site, Equitable advisors can 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 | |
|---|---|---|---|---|---|
| Join your Equitable Savings & Retirement Operations team for valuable tips and tricks |
Join your host, Shannon Labby, Investment Sales Vice President, Equitable, along side Heather Boniface, Director, Client & Partner Operations, Lisa Zidar and Lisa Litt, Product Owners, Savings & Retirement Digital Experience |
October 30, 2024 | 60 minutes | N/A | N/A |
| Mark Schmehl from Fidelity Investments talks special situations and global innovators with Equitable |
Mark Schmehl, Portfolio Manager from Fidelity Investments Canada, who will highlight the Special Situations and Global Innovators fund portfolios. |
September 25, 2024 | 60 minutes | September 25, 2025 | 0.5 |
| Equitable webcast: Reaction to Reason |
Emotional intelligence is the capacity to be aware of, control, and express one's emotions, and to handle interpersonal relationships judiciously and empathetically. |
On-Demand | 60 minutes | May 14, 2027 | 1.0 |
| Equitable webcast: The Intergenerational Divide |
It’s critical to develop meaningful relationships with valued clients’ families, loved ones, and heirs. |
On-Demand | 60 minutes | May 14, 2027 | 1.0 |
| Equitable Master Class webcast featuring Susan Silma |
Navigating regulatory compliance and changes as an advisor can be challenging and overwhelming at times. Just imagine how clients feel. Wouldn’t it be nice to be able to transform regulatory compliance into meaningful client engagement? |
June 5, 2024 | 60 minutes | June 5, 2027 | 1.0 |
| Franklin Templeton: Is it time to revisit bonds? |
For insights on the impacts of interest rates and inflation movement on bond portfolios and how to navigate during this time of uncertainty. |
May 8, 2024 | 60 minutes | May 8, 2025 | 0.50 |
| 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 | April 10, 2027 | 1.0 |
| 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 | March 20, 2025 | 1.0 |
| 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® 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 Master Class | The First Word on ESG | February 8, 2023 | 60 minutes | February 8, 2026 | 1.0 |
| Kickoff to 2023 | Equitable 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 Insurance: cecredits_life@equitable.ca
Savings & Retirement: cecredits_sr@equitable.ca