The Learning Centre
Equitable Life® is pleased to offer the Path to Invest 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 are 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.
Get started on your Path to Invest now.
Questions about the Path to Invest? Contact your Regional Investment Sales Manager
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
| Credit Expiry | Number of Credits | ||||
|---|---|---|---|---|---|
|
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