The Learning Centre

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.



Presentation Date


Credit Expiry Number of Credits

Payout Annuities

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
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: