The premier CE destination for Canada's financial and insurance professionals

Alternative Investments

An ebook compilation exploring the evolving role of alternatives in modern portfolios.

Once the domain of institutional and other sophisticated investors, advisors are now recommending a variety of alts to retail investors around the world. The diversification offered by these investments can add significant value in a market environment in which stocks and bonds are so highly correlated.

Due diligence is a must, however. Advisors need to know their product as well as they know their client as the alts universe is a complex one. This ebook provides a practical overview.

Sponsored by CMI Financial Group

The ABCs of Multi-Asset Credit: Maximizing income potential across market cycles

Looking for dynamic ways to access income for your clients? This webinar replay explores how multi-asset credit strategies work, why they matter, and how they can help you capture diverse income opportunities across global credit markets.

 

CIRO-ID, CIRO-MFD, and FP Canada credits for this course are pending

Tune Out the Noise

Tune Out the Noise is a documentary film about a group of unlikely upstarts who crossed paths at the University of Chicago in the middle of the 20th century, just as computers were first being used to analyze data. That serendipitous, monumental shift enabled them to develop, and then apply, research that turned Wall Street upside down, from its ineffectual investing methods to how those were sold to the public.

It’s a story about how finance became a science and challenged the traditional methods of investing. That, in turn, led to the invention of index funds, the founding of Dimensional Fund Advisors—an investment firm dedicated to implementing the science—and the evolution of client-focused financial advice. These advances have benefited generations of investors.

You will be redirected to an external site to view the course. After completing the course, please return to this page to take the test and claim your CE certificate.