Upcoming Webinars

Our resources are available free of cost for all CSI designation holders in good standing.

Registration for webinars closes at 11:59 pm one day prior to the date of the webinar.

Preventing and Protecting Against Fraud and Financial Abuse

Date: November 24 2020
Duration: 60 minutes
Time: 12:00 pm to 1:00 pm EST
Cost: Free

Be aware of the signs to watch out for, learn how to minimize the risks and know what to do if you are a victim. Anyone can fall prey to financial fraud. New scams frequently emerge to target people resulting in financial loss.

Preparing an Estate for Simplicity using Life Insurance

Date: TBD
Duration: 60 minutes
Time: 12:00pm to 1:00pm EST
Cost: Subscription Based

Life Insurance is vital to solving problems related to estate planning. This session will illustrate real-life situations financial advisors face when using life insurance as a simple estate planning tool. Among the highlights: reviewing funding estate taxes and estate equalization early in a client relationship, which can be invaluable.

Long Term Caring: Aging Issues for Today and Tomorrow

Date: TBD
Duration: 60 minutes
Time: 12:00pm to 1:00pm EST
Cost: Subscription Based

This session will help advisors understand the client experience, while providing insights to attendees who are dealing with their own elder care concerns. Advisors will learn to better serve their clients by understanding the home and community care landscape, and their processes and costs to access services. Planning is a key message.

Estate Planning Conversations

Date: TBD
Duration: 60 minutes
Time: 12:00pm to 1:00pm EST
Cost: Subscription Based

This session is designed to help financial advisors hold productive estate planning conversations and understand when to involve other professionals. Advisors will learn which questions will help clients open up about key issues, such as choosing an executor, dealing with blended families and caring for financially vulnerable children.

Webinar Recordings

Planning & Saving for the Future

Date: November 17, 2020
Duration: 60 minutes
Time: 12:00 pm to 1:00 pm EST
Cost: Free

Understand how to set objectives, identify paths, and take concrete steps to achieve your life and financial goals—such as education, retirement, and more. Develop an understanding of financial products and service options.

Managing Money and Debt Wisely

Date: November 4, 2020
Duration: 60 minutes
Time: 12:00 pm to 1:00 pm EST
Cost: Free

Build a solid foundation of financial knowledge to make the most of your income, meet financial commitments and make wise spending decisions. Know how to track expenses and budget to feel more in financial control.

Canadian Banks Webinar

Date: October 21, 2020
Duration: 60 minutes
Time: 11:00 am to 12:00pm EST
Cost: Free

This webinar will uncover the critical factors in steering a leading North American bank through turbulent times. It will identify the strengths of Canadian banks and discuss the key developments in risk management.

Project Finance and Infrastructure Briefing: The Impact of Covid-19

Date: October 19, 2020
Duration: 60 minutes
Time: 2:00pm to 3:00pm EST
Cost: Free

This webinar explains the multiple ways by which the coronavirus pandemic has affected the project finance and infrastructure sector including unprecedented traffic declines, continuing negative impact on projects in construction and a weakening credit quality of sub-sovereign off-takers.

Canadian Housing Outlook: Upward Climb

Date: September 23, 2020
Duration: 60 minutes
Cost: Free

As remote working has become the norm, more Canadians are opting for home-ownership outside of congested cities, furthered by the Bank of Canada's mortgage rate cuts. This webinar discusses emerging risks and opportunities in the Canadian housing market, including highly localized findings from our neighbourhood and city / town-level forecasts.

Support Business Recovery while Managing Credit Risk

Date: September 16, 2020
Duration: 60 minutes
Cost: Free

During this webinar, we will examine the steps lenders must take so they can support their clients' rebuilding efforts while managing their own risk exposure, focusing in on cash flow, working capital and projections. We will also explore the risks most likely to persist as the economy recovers, the impact of an uneven recovery on various sectors, and the impact of government stimulus.

Canada—Sovereign and Provicial Webinar

Date: July 9, 2020
Duration: 60 minutes
Cost: Free

Canada and its provinces face significant deficits, large increases in debt, and a prolonged recovery from the pandemic's unprecedented shock. Join the Moody's Sovereign team as they discuss their view on credit pressure in Canada.

Navigating Problem Loans and SME Credit Risk During the Pandemic

Date: June 30, 2020
Duration: 60 minutes
Cost: Free

In this webinar, we'll address the macroeconomic impact of the pandemic, how SMEs in particular have been impacted, and what skills lenders will need to appropriately assess business viability and, ultimately, repayment capacity.

IMPACT OF CORONAVIRUS ON CANADIAN STRUCTURED FINANCE

Date: June 15, 2020
Duration: 60 minutes
Cost: Free

This webinar will discuss the impact of COVID-19 on the Canadian Structured Finance sector. It will cover topics including Credit card ABS, Auto ABS, RMBS, Covered Bonds and ABCP.

How To Become Your Client's Financial Architect

Date: May 7, 2020
Duration: 45 minutes
Cost: Free

This webinar focuses on the importance of collaborating with clients during this unprecedented time and beyond. We will discuss the tools you need to become your client's Financial Architect, reinforcing your value to existing clients and helping to attract others.

Behavioral Economics: Investing During a Crisis

Date: April 29, 2020
Duration: 60 minutes
Cost: Free

Decades of social science research indicate that we are poor planners, fickle savers and self-destructive investors, and much of the reason lies in how we process information and make decisions. This webinar focuses on how to become better financial architects for clients by understanding the behavioral challenges while making financial decisions, especially in times of crisis.

How Are You Doing? How Are Your Clients Doing? – Advisor Townhall

Date: April 7, 2020
Duration: 60 minutes
Cost: Free

Advisors are on the front lines, and under tremendous pressure, to deal with the expectations and stresses of clients during this unprecedented time. This webinar talks about how advisors can navigate these challenging times and get through this crisis. It also prepares them for the opportunities in its aftermath.

Preventing Financial Abuse of Older Adults

Date: February 11, 2020
Duration: 60 minutes
Cost: Subscription Based

This session will provide advisors with an overview of financial abuse specific to older adults, and demonstrate, through the use of case studies, the legal options and approaches to empowering older adults and preventing victimization.

Understanding the Complexities of Elder Abuse

Date: January 28, 2020
Duration: 60 minutes
Cost: Subscription Based

Finance professionals who engage with senior clients play a critical role in recognizing the warning signs of abuse and can offer support to seniors at-risk or experiencing abuse. Advisors will learn the complexities of elder abuse by reviewing case studies to better understand key issues that may become apparent in their daily practice.

Starting the Conversation

Date: January 14, 2020
Duration: 60 minutes
Cost: Subscription Based

This session provides perspective on the challenges that encompass aging and will offer solutions for preparedness. There is a critical need to give thought to realistic life plans surrounding aging, having meaningful conversations, and helping to facilitate better outcomes for this important time in everyone's lives.

The changing face of retirement advice

Date: December 12, 2019
Duration: 60 minutes
Cost: Subscription Based

The picture of retirement has changed from a generation ago. Today, increasing numbers of clients are embracing the concept of “the modern elder”. This session discusses how that affects later life planning - and how the advisor can become a catalyst, educator and coach for clients entering this new phase of life.

Projects

Financial Health for Seniors

Supporting our designation holders to serve senior clients and their families better.

Trade Like a Pro

New course by Lloyd Williams, endorsed by CSI, to equip advisors to manage assets like professional traders.