Welcome to AGF's education hub for investment professionals. Register for the hub to gain access to courses on topics such as:
- Product knowledge
- Investment concepts
- Financial planning, including estate and tax planning
All sessions are eligible for Continuing Education (CE) credits. Note that some may be pending accreditation approval.
To qualify for your certificate, you must attend for the duration of the session and answer 6 of 10 quiz questions correctly. You will receive your certificate by email.
For more information about other CE credits available, visit AGF.com (login required). Please direct any questions to cecredits@agf.com.
Featured
Personal Tax Preparation Planning: Advisors' Virtual Tax Preparation Companion
Power of Attorney and Trusted Contact Person: Financial Advisor Essentials
Table for One: Single-Income Planning Through Death or Divorce
Tax-efficient planning is important to your client, and this course helps you get organized so you can provide it.
Gain a better understanding of these two key roles that affect clients. Encouraging your client to name a power of attorney (PoA) for property and a trusted contact person (TCP) promotes effective estate management and mitigates financial exploitation, respectively.
Help your single clients achieve financial autonomy. Nine out of 10 women will find themselves solely responsible for their own finances at some point in their lives — some because of divorce or a spouse’s death. Financial advisors play a key role in helping these clients regroup, embrace their new role as sole decision makers and thrive as a result of proper financial planning.
