The Learning Centre

Cam-video-still.pngEquitable® 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

Duration

Credit Expiry Number of Credits

Payout Annuities

Equitable highlights payout annuities. We will talk about life annuities, product features, taxation and the benefits that payout annuities can bring to a client’s retirement plan.

November 27, 2024 60 minutes Nov 24, 2026 1.0
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 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
Equitable 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:

Life Insurance: cecredits_life@equitable.ca 
Savings & Retirement: cecredits_sr@equitable.ca