Help your clients be more comfortable using tax slips and their tax reporting obligations.
Discover expert knowledge and sound strategies to support your learning and CE credits needs.
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
Portfolio and Investment Strategies
Building your Business
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
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