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
Savings & Retirement: email@example.com