CE Accredited Courses

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

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ETF Taxation

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

Charitable Giving Workshop

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

 

Disability Planning

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

 

ETF Taxation

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

Figuring out income tax slips

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

Individual Pension Plans and Retirement Compensation Agreements

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

Passive Investing in a Corporation

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

Saving for a Secure Future: The Mackenzie RDSP

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

Severance and Pension Planning

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.

Intergenerational Planning

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

Incorporating Philanthropy in your Business

Learn how building philanthropy into a business can benefit not just the community but the business as well.

Additional 19 courses

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

Portfolio and Investment Strategies

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Why ETFs

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

Charitable Giving Workshop

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

 

ETF Experts: Capitalizing on ETF Growth

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

 

ETF Taxation

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

Portfolio Construction: The Future of 60/40

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

Retirement Workshop

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

SRI Investing 2019

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

TOBAM: Maximum Diversification

Learn about diversification and its benefits.

Understanding Alts and Compliance

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

Why ETFs

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

Incorporating Philanthropy in your Business

Learn how building philanthropy into a business can benefit not just the community but the business as well.

Making your business credible in the Sustainable Investing World

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

Additional 6 courses

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

Market Updates

Market Outlook October 2020

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.

2021 Market Outlook

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

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Advisors are Social

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

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Regulatory Overview 2020

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

Anti-Money Laundering and Terrorist Financing

Anti-Money Laundering and Terrorist financing provided by CIFP.

Compliance and Sales and Trading Conduct

Compliance and Sales and trading conduct provided by CIFP.

CSA & OSC Announcement on DSC

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

CSA Regulatory Reforms

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

Ethical Conduct for CFP® Professionals – Scenario Set I

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

Ethical Conduct for CFP® Professionals – Scenario Set II

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

Ethics for Securities Professionals

Ethics for securities Professionals provided by CIFP.

Know your Client and Risk Management

Know your Client and Risk Management provided by CIFP.

Regulatory Overview 2020

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

Retirement Strategies

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Retirement Workshop

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

Individual Pension Plans and Retirement Compensation Agreements

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

Intergenerational Planning

Find tools and best practices to assist in retaining and increasing your book of business around transitioning wealth.

Retirement Workshop

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

Saving for a secure future: The Mackenzie RDSP

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

Employer Sponsored Pension Plans

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