eBook: Dividend Investing Primer
October 9, 2024
This eBook offers a detailed primer on dividend investing, emphasizing its importance as a strategy for achieving long-term financial goals. Presented by the Middlefield Group, the course explores why dividend stocks are a critical component of total returns, and how they can provide a steady stream of income, hedge against inflation, and offer tax efficiencies.
Take the course Read the Primer
Accreditation Details
Accreditation body |
Competency |
Credits |
|---|---|---|
| CIRO Cycle 10 | Compliance | — |
| Professional Development | 0.5 | |
| FP Canada | Professional Responsibility | — |
| Product Knowledge | 0.5 | |
| Practice Management | — | |
| Financial Planning | — | |
| MFDA (2023-2025) | Professional Development | 0.5 |
| Business Conduct – Non-Ethics | — | |
| Business Conduct – Ethics | — |
Course Type: |
||
Passing Grade: |
5/6 (83%) |
eBook: Global Real Estate Investing Primer
October 9, 2024
This course provides advisors with an expansive overview of the global real-estate sector. Presented by the Middlefield Group, this eBook will help advisors understand important trends impacting real estate, the advantages of real estate equity in a portfolio, tax advantages, inflation hedging, stable earnings and diversification.
Take the course Read the Primer
Accreditation Details
Accreditation body |
Competency |
Credits |
|---|---|---|
| CIRO Cycle 10 | Compliance | — |
| Professional Development | 0.5 | |
| FP Canada | Professional Responsibility | — |
| Product Knowledge | 0.5 | |
| Practice Management | — | |
| Financial Planning | — | |
| MFDA (2023-2025) | Professional Development | 0.5 |
| Business Conduct – Non-Ethics | — | |
| Business Conduct – Ethics | — |
Course Type: |
||
Passing Grade: |
7/9 (78%) |
eBook: Healthcare Primer
October 9, 2024
This course provides advisors with an expansive overview of healthcare investing. Presented by the Middlefield Group, advisors will learn about the powerful long-term trends driving growth in healthcare, healthcare’s performance in different market cycles and Middlefield’s strategies for the healthcare industry.
Take the course Read the Primer
Accreditation Details
Accreditation body |
Competency |
Credits |
|---|---|---|
| CIRO Cycle 10 | Compliance | — |
| Professional Development | 0.5 | |
| FP Canada | Professional Responsibility | — |
| Product Knowledge | 0.5 | |
| Practice Management | — | |
| Financial Planning | — | |
| MFDA (2023-2025) | Professional Development | 0.5 |
| Business Conduct – Non-Ethics | — | |
| Business Conduct – Ethics | — |
Course Type: |
||
Passing Grade: |
5/6 (83%) |
Video: Building Wealth with Public Real Estate
September 12, 2023
In this course, advisors will learn all about wealth building with public real estate investing. Topics include the merits of owning public REITs, a real estate market update, and areas of real estate that have high growth potential.
Accreditation Details
Accreditation body |
Competency |
Credits |
|---|---|---|
| The Institute/IAFE | Ethics | — |
| Financial Planning | 0.75 | |
| FP Canada | Professional Responsibility | — |
| Product Knowledge | 0.75 | |
| CIRO Cycle 10 | Professional Development | 0.75 |
| Compliance | — |
Course Type |
Passing Grade |
|
| Video | 7/10 (70%) |
