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Equitable Master Class webcast featuring Susan Silma
You’re invited to our next Equitable® Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.
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?
Join us for an informative discussion on how to do just that, led by Susan Silma, a lawyer and former regulator with deep experience in the financial services industry. Susan is passionate about humanizing and simplifying the client and advisor experience.
Learn more!
Shannon Labby
Investment Sales Vice President,
Equitable
Susan Silma
Speaker and Author
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
Date posted: May 22, 2024 -
Build more meaningful connections with help from Equitable and Franklin Templeton Academy
Equitable® Savings & Retirement and Franklin Templeton Academy have teamed up with two On-Demand webcasts that can easily fit into any summer schedule.
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.
Jenn Louth, Senior Learning Consultant, will discuss how advisors can incorporate emotional intelligence into their practice to foster deeper client relationships.
Register to watch
The Intergenerational Divide
It’s critical to develop meaningful relationships with valued clients’ families, loved ones, and heirs.
Presented by Jocelyn Duncan, Learning Consultant, this session is designed to help you build a bridge with the next generation and equip you with tools and resources.
Register to watch
Join your host, Joseph Trozzo, Investment Sales Vice President, Equitable, along with the Franklin Templeton Academy this summer to learn how you can foster deeper client relationships and more meaningful connection in your practice.
Continuing Education Credits
These webcasts have been accredited for 1 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only.
Date posted: July 17, 2024 -
Reframing retirement with help from Equitable and the Franklin Templeton Academy
Equitable® Savings & Retirement and Franklin Templeton Academy have teamed up again with two pre-recorded On-Demand webcasts that can help you reframe retirement goals and planning discussions with clients.
Rethinking Retirement Income
The traditional view of retirement income assumes clients will need a specific percentage of their annual pre-retirement income through their senior years. In this session you will learn how our notions of retirement have changed over the years, the difference between the traditional and goals-based planning approaches, and how we can help you implement a goals-based retirement income planning strategy.
Register to watch
Ethics of Aging
According to Statistics Canada, by 2036, Canadians aged 65 and older are estimated to represent 24% of our total population. In this session, you will learn about challenges that come with aging, helping clients prepare for the worst, and identifying and handling elder financial abuse.
Register to watch
Join your host, Joseph Trozzo, Investment Sales Vice President, Equitable, along with guest speaker Jocelyn Duncan, Senior Learning Consultant with the Franklin Templeton Academy, to reframe retirement and help clients develop a strategic retirement mindset.
Continuing Education Credits
These webcasts have been accredited for 1 Life continuing education (CE) credit for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only.
Date posted: December 19, 2024 - Life Insurance Replacement Disclosure Forms (LIRD)
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Sharpen your skills with Equitable’s Path to Invest summer learning modules
Want to stay ahead, bring more value to clients, and earn Continuing Education (CE) credits?
Equitable® now offers new online summer modules to help you grow your financial knowledge. These self-paced Path to Invest modules are available on our ON24 platform. You can learn on your own schedule and earn CE credits with ease.
Whether you want to boost your investment skills or have better client conversations, these courses are here to support your growth.
The first module, Index Investing, explores the basics of index investing, how it compares to active management, and how using indexes can help diversify client portfolios.
The second module, Saving for a Home with Equitable, equips you with strategies and tools to guide clients through the homebuying journey, including insights on savings vehicles, intergenerational wealth transfers, and mortgage planning.
Each course is approved by the Alberta Insurance Council and the Insurance Council of Manitoba. You will earn 1 CE credit for each course after passing the quiz.
Start learning today! Visit our Learning Centre to begin.
If you have any questions, reach out to your Director, Investment Sales. When we work together, success is mutual.
Continuing Education Credits
To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by the licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
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