Education Centre

Access our Continuing Education Centre for CE accredited content.

Easily locate earned certificates from Mackenzie Investments, meet our high performing teams, and discover webinar events and courses from our thought leaders as well as from the Canadian Institute of Financial Planning (CIFP).

You will find accredited content from the following governing bodies: IIROC, IAFE, FP Canada, CSF, and AIC.

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

Tax & Estate Planning

Easily locate earned certificates from Mackenzie Investments, meet our high performing teams, and discover webinar events and courses from our thought leaders as well as from the Canadian Institute of Financial Planning (CIFP).

How to help clients be more comfortable using tax slips and tax reporting obligations.

Discusses how to help your business owner client build wealth tax strategies efficiently.

Tools and best practices to assist in retaining and increasing advisor book of business around transitioning wealth.

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

Covers all aspects of establishing and maintaining an RDSP.

Discusses pension income spitting based on types of eligible pension income.

This module takes you through the benefits of individual pension plans and Retirement Compensation Agreements.

Income tax implications on the sale or transfer of property.

Tax planning strategies for U.S. persons living in Canada.

How building philanthropy into a business can benefit not only the community but also the tax benefits of the business.

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

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

Portfolio and Investment Strategies

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

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

Playback of webinar: learn about diversification and its benefits.

How building philanthropy into a business can benefit not just community but the tax benefits of the business.

Playback of webinar: learn how Mackenzie’s SRI solutions can meet the needs of clients looking to invest in change.

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

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

Regulatory Affairs

Playback of webinar: learn about the impact to advisors, dealers and investors regarding the CSA published reforms.

Playback of webinar: hear expert perspective on the CSA & OSC announcement of its intention to ban or restrict DSC and LL.

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

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

Anti-money laundering and terrorist financing provided by CIFP.

Compliance and sales & trading conduct provided by CIFP.

KYC and risk management provided by CIFP.

Ethics for securities professionals provided by CIFP.

Retirement Strategies

Tools and best practices to assist in retaining and increasing advisor book of business around transitioning wealth.

Covers all aspects of establishing and maintaining an RDSP.

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.

Discusses pension income spitting based on types of eligible pension income.

Income tax implications on the sale or transfer of property.

Market Updates

Playback of webinar: hear top portfolio managers discuss insights on positioning clients’ portfolios.