Continuing Education

An Investment in Knowledge Pays the Best Interest – Benjamin Franklin

The financial services and insurance industries are constantly changing – products, portfolios, risk management, technology and even regulatory changes.

Continuing education assists Peter to stay abreast of the latest changes in industry rules and regulations and provides instruction on new products and planning techniques.  The financial industry does regulate some continuing education requirements every year, but Peter continually goes above the minimum industry standards.

Below is a list of Peter’s courses for the 2017 year only.

  • Making the most of Capital Markets’ Investment Research Offering
  • A Global Perspective for Global Investing
  • Rethinking Residential Real Estate:  Moving Beyond a Home
  • Act Three:  What Does the Final Act of this Economic Expansion Hold for Investors
  • Advisory Services Update
  • What’s Ahead in the Half Return World
  • Help Your Clients Uncover the Truth
  • The Seven Deadly Sins of Estate Planning
  • A Deliberately Different Approach to Global Investing
  • How Segregated Funds Can Help
  • Uncovering Opportunities in U.S. equities & an Active Approach to Dividend Investing
  • Searching for Yield Across the Globe & Adding Credit to Increase Yield
  • Changing the Customer Journey – A New Approach to Underwriting
  • Insurance Industry Update
  • Leveraging Tax and Estate Planning
  • Tax Update – The Big Picture
  • What You Wanted to Know About Underwriting
  • Tax Issues to be Aware of
  • Future Ready Financial Advisor
  • Client Acquisition
  • Where You are Now, Where are You Going
  • Inflection Point
  • Bye Bye Taxes
  • Important Tax Changes
  • Living Benefits Can Help to Determine Estate Planning Needs
  • AIC Overview & Update
  • Facing Change
  • A Comfortable and Efficient Strategy for Creating Retirement Income
  • Challenges and Solutions
  • Risks Worth Taking
  • Value of Advice
  • Managing Tax Risk
  • Own and Fund a Life Insurance Policy for Optimal Tax
  • Large Case Solutions You Didn’t Know to Look for
  • Industry & Marketing Trends
  • Brown Rainbows, Phone Chargers and Old School Agendas
  • Data and the Underwriter
  • Private Company Tax Planning
  • Postmortem Planning
  • Tax & Legal Update – Recent Developments and Impacts
  • Living Benefits Protection in the Corporate Market
  • If I were your Actuary

 

 

Below is a list of Peter’s courses for the 2018 year so far.

  • It is So good It’s Bad
  • Discovering Hidden Gems
  • Manulife Underwriting: We’re Here for You
  • Should My Business Own Living Benefits Solutions
  • Tax Update – After the 2018 Budget, Where are We Now?
  • Where to Own and Fund a Life Insurance Policy for Optimal Tax Results
  • The Large Case Solutions You didn’t Know to Look for
  • Industry & Marketing Trends
  • Data and the Underwriter
  • Private Company Tax Planning In Depth
  • Global Outlook 2018