EDUCATION ZONE

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DYNAMIC EDUCATION ZONE

Your one-stop shop for CE credits.

It’s Time to Fulfill Your Year-End Continuing Education Requirements

Education Spotlight

Report from the AI Frontlines: How Advisors Are Actually Using ChatGPT (LIVE Q&A)

December 17 | 2 pm ET

Join us for this exclusive follow-up session where we'll explore how advisors have transformed their practices using AI in the last six months. This session is specifically designed for advisors who attended our initial AI webcast, as well as those looking to quickly catch up on proven AI implementation strategies.

Register now

Year-End Tax Planning 2024

November 12 | 2 pm ET

Join us for an exclusive webcast with our special guest Evelyn Jacks, President of Knowledge Bureau, and moderator David Portal, VP, Systemized Solutions, Dynamic Funds. Gain valuable insights and practical advice to help you navigate your clients’ evolving tax landscape with confidence.

Replay

Capitalizing on the Structural Shift in Alternative Investing

October 31 | 2 pm ET

Join us as Vice President & Portfolio Manager Richard J. Lee and Portfolio Manager Nick Stogdill outline one of their key investment themes on the structural shift taking place in how corporations are accessing capital and where this is creating opportunities in alternative investing.

Replay

The Good and the Bad of Options-Based ETFs

October 23 | 2 pm ET

Join us for a national webcast with Vice President & Senior Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien as they take a closer look at the landscape of options-based ETFs including covered calls ETFs, highlighting some of the advantages and disadvantages of the various strategies.

Replay

Access over 100 free CE credits anytime, anywhere

Explore our diverse offering of online courses and webcasts – all designed to enhance your skills, and keep you at the forefront of the financial services industry:

Portfolio Manager Webcasts (13 CE Credits)

Gain valuable insights from our respected Portfolio Managers.

View webcasts

Snapshots™ Life Event Courses (31 CE Credits)

Get the knowledge you need to guide clients through various life stages.

View Snapshots™ courses

Compliance Courses (14 Compliance Credits & 6 Professional Responsibility)

Stay up to date on crucial regulatory issues.

View Compliance courses

Insurance Zone Courses (22 CE Credits)

Deepen your insurance knowledge.

View Insurance courses

Practice Management Courses (14 CE Credits)

Learn industry best practices and tax strategies to grow your business.

View Practice Management courses

Elder Planning Counselor Designation Program (EPC) (32 CE Credits)

Specialize in serving an aging clientele and become an EPC Advisor.

View EPC courses

3 reasons to visit the Education Zone

Extensive Content

We offer an extensive selection of online CE courses – all in one centralized location. Created by industry educators, our CE courses cover a wide range of critical finance subjects, including:

  • Accredited PM Webcasts from Dynamic’s thought leaders;
  • Snapshots Life Events; plus
  • A wide range of Insurance, Compliance and Practice Management content.

Enhanced User Experience

We’ve redesigned the Education Zone to enhance your learning experience, making it more interactive, intuitive and engaging than ever before. New features include:

  • Streamlined navigation;
  • Centralized access to CE certificates;
  • Improved content display; and
  • Live French closed captioning for seamless comprehension.

Respected Education Partners

Designed in partnership with respected educators, our courses are designed to help you stay current with ever-changing regulatory requirements, market conditions and many more.

  • The Knowledge Bureau
  • Canadian Initiative for Elder Planning Studies
  • Canadian Institute of Certified Executor Advisors
  • Horsesmouth
  • Point.Shift

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