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1. [pdf] FHSA to RSP/RIF Conversion
2. [pdf] Daily/Guaranteed Interest Account Advisor Guide
3. Advisor Guide
4. Financial planning concepts & tools
5. Online CE Credit Courses
6. [pdf] Application for Fundserv Contract (segregated funds only) - Dealer and Advisor
7. Group - COVID-19 Group Benefits Updates

   As the coronavirus (COVID-19) continues to spread, it’s important that you have the most up-to-date information about how it impacts you, your clients and their plan members. To help, we have created a COVID-19 Updates page on EquiNet, our secure advisor site. There you will find links to past editions of our eNews, as well as the most up to date FAQ. Please check back often. We will continue to provide timely updates on any developments that impact our clients and their plan members or their benefits coverage.

   Open our EquiNet COVID-19 Updates page

8. Financial planning concepts & tools
9. Introducing Path to Invest for learning and earning CE credits Equitable Life is pleased to introduce Path to Invest, our self-serve Continuing Education 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. 
   
   
   
   A few important notes before you get started. 
   PLEASE USE CHROME to get the best online experience as elements of the platform may not display correctly in other browsers.
    
   To get started on your Path to Invest:
   • • Click Equitable Life Education site
   • • Use the email address that you received this email to login.
   • • Your password is Equitable
   • • This link is specifically for your use only. Please do not share this link.
   Earning CE credits with Path to Invest is easy. 
   1. Select a module.
   2. Watch the entire video presentation.
   3. Complete the quiz and receive a passing grade.
   Once you’ve successfully completed the requirements, your personalized CE certificate will automatically be available to download.
    
   Check out Path to Invest and start learning and earning CE credits today. 
   
   Questions? Contact your Regional Investment Sales Manager to get started on your Path to Invest today!
    
   ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
   
   Posted June 14, 2023