CE Accredited Courses

You will find CE accredited courses from Mackenzie’s thought leaders as well as courses from the Canadian Institute of Financial Planning (CIFP). These courses are designed to help you stay current with the ever-changing regulatory requirements, market conditions, investor needs, and help you grow your business and personal knowledge on a variety of topics.

Find accredited content from the following governing bodies: IIROC, IAFE, FP Canada, CSF, and AIC, and easily locate earned certificates from Mackenzie Investments.

This tool is restricted to only those advisors whose Dealers have provided express consent.

Tax & Estate Planning

Learn about the types of distributions you can expect from an ETF and the related tax consequences.

Learn more about the role you can play in helping your clients support the causes that are important to them.

This module discusses the RDSP and its benefits. Learn about what goes into wills, trust, and estate planning.

Help your clients be more comfortable using tax slips and their tax reporting obligations.

This module takes you through the benefits of Individual Pension Plans and Retirement Compensation Agreements.

This module discusses how to help your business owner client build wealth tax strategies efficiently.

This module covers all aspects of establishing and maintaining an RDSP.

Help your clients through the decision-making process when jobs are lost or when retirement milestones are reached.

This module takes you through some of the key considerations regarding a severance.

Mackenzie, in partnership with Canadian Institute of Financial Planning (CIFP), offers an additional 19 Tax & Estate Planning courses.

Portfolio and Investment Strategies

Dispel some of the most common ETF myths and learn about some ETF best trading practices.

Learn more about the role you can play in helping your clients support the causes that are important to them.

Hear from our ETF experts as they discuss the current state of the ETF market in 2020, product evolution and global outlook.

Learn about the types of distributions you can expect from an ETF and the related tax consequences.

Examine the future of the standard 60/40 balanced portfolio and learn how to navigate the complexity of the Fixed Income landscape.

This module discusses working with clients to develop their retirement plan.

Learn how Mackenzie’s SRI solutions can meet the needs of clients looking to invest in change.

Learn about diversification and its benefits.

Learn how a meaning allocation can help achieve better client outcomes over the long term.

Learn about this headline grabbing space and gain insights into positioning environmental and gender-based investing into your client’s portfolios.

Mackenzie, in partnership with Canadian Institute of Financial Planning (CIFP), offers an additional 6 investment courses

Market Updates

2020 has been defined by volatile markets and unpredictable headlines. Hear top portfolio managers discuss insights on global macro trends, the economy and global equity markets.

This module shares an analysis of the changing global landscape and provides insights on how to play the 2021 global recovery across equity and fixed income markets.

Building your Business

Understand how to use LinkedIn as a business building tool, how to differentiate yourselves from your competitors and how to prospect using social media.

Regulatory Affairs

A discussion of the evolving regulatory landscape in 2020 and beyond.

Anti-Money Laundering and Terrorist financing provided by CIFP.

Compliance and Sales and trading conduct provided by CIFP.

Hear expert perspective on the CSA & OSC 2019 announcement of its intention to ban or restrict DSC and LL.

Learn about the impact to advisors, dealers and investors regarding the CSA published reforms in 2019.

Ethical Conduct for CFP Professionals – set 1 provided by CIFP.

Ethical Conduct for CFP Professionals – set 2 provided by CIFP.

Ethics for securities Professionals provided by CIFP.

Know your Client and Risk Management provided by CIFP.

Retirement Strategies

This module discusses working with clients to develop their retirement plan.

This module takes you through the benefits of Individual Pension Plans and Retirement Compensation Agreements.

This module covers all aspects of establishing and maintaining an RDSP.

A look at various employer-sponsored pension plans that are available to employees, provided by CIFP.