Education Centre

Access our Continuing Education Centre for CE accredited content.

Easily locate earned certificates from Mackenzie Investments, meet our high performing teams, and discover webinar events and courses from our thought leaders as well as from the Canadian Institute of Financial Planning (CIFP).

You will find accredited content from the following governing bodies: IIROC, IAFE, FP Canada, CSF, and AIC.

This tool is restricted to only those advisors whose Dealers have provided express consent.

Tax & Estate Planning

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Access our Tax & Estate Planning courses

Easily locate earned certificates from Mackenzie Investments, meet our high performing teams, and discover webinar events and courses from our thought leaders as well as from the Canadian Institute of Financial Planning (CIFP).

Figuring out income tax slips

How to help clients be more comfortable using tax slips and tax reporting obligations.

 

Passive investing in a corporation

Discusses how to help your business owner client build wealth tax strategies efficiently.

 

Intergenerational planning

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

 

ETF Taxation

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

Saving for a secure future: The Mackenzie RDSP

Covers all aspects of establishing and maintaining an RDSP.

Pension income splitting 

Discusses pension income spitting based on types of eligible pension income.

Pension plans and retirement compensation agreement

This module takes you through the benefits of individual pension plans and Retirement Compensation Agreements.

Succession planning involving real estate

Income tax implications on the sale or transfer of property.

Americans in Canada

Tax planning strategies for U.S. persons living in Canada.

Incorporating philanthropy in your business

How building philanthropy into a business can benefit not only the community but also the tax benefits of the business.

Retirement Income

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

Additional 19 courses

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

Portfolio and Investment Strategies

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Access our Portfolio and Investment Strategies courses

Easily locate earned certificates from Mackenzie Investments, meet our high performing teams, and discover webinar events and courses from our thought leaders as well as from the Canadian Institute of Financial Planning (CIFP).

Why ETFs

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

 

ETF Taxation

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

 

TOBAM webinar

Playback of webinar: learn about diversification and its benefits. 

 

Incorporating philanthropy in your business

How building philanthropy into a business can benefit not just community but the tax benefits of the business.

SRI investing webcast fall 2019

Playback of webinar: learn how Mackenzie’s SRI solutions can meet the needs of clients looking to invest in change.

Retirement Planning

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

Additional 6 courses

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

Regulatory Affairs

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Access our Regulatory Affairs courses

Easily locate earned certificates from Mackenzie Investments, meet our high performing teams, and discover webinar events and courses from our thought leaders as well as from the Canadian Institute of Financial Planning (CIFP).

CSA regulatory reforms

Playback of webinar: learn about the impact to advisors, dealers and investors regarding the CSA published reforms.

 

CSA & OSC announcement on DCS

Playback of webinar: hear expert perspective on the CSA & OSC announcement of its intention to ban or restrict DSC and LL.

 

Ethical conduct for CFP professionals part 1

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

 

Ethical conduct for CFP professionals part 2

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

 

Anti-money laundering and terrorist financing

Anti-money laundering and terrorist financing provided by CIFP.

 

Compliance and sales & trading conduct

Compliance and sales & trading conduct provided by CIFP.

 

KYC and Risk Management

KYC and risk management provided by CIFP.

 

Ethics for securities professionals

Ethics for securities professionals provided by CIFP.

 

Retirement Strategies

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Access our Retirement Strategies courses

Easily locate earned certificates from Mackenzie Investments, meet our high performing teams, and discover webinar events and courses from our thought leaders as well as from the Canadian Institute of Financial Planning (CIFP).

Intergenerational Planning

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

 

Saving for a secure future: The Mackenzie RDSP

Covers all aspects of establishing and maintaining an RDSP.

 

Retirement Income

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

 

Pension plans and retirement compensation agreements

This module takes you through the benefits of individual pension plans and Retirement Compensation Agreements.

 

Pension income splitting

Discusses pension income spitting based on types of eligible pension income.

 

Succession planning involving real estate

Income tax implications on the sale or transfer of property.

 

Market Updates

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Mackenzie fees and mutual fund investing: the facts

Playback of webinar: hear top portfolio managers discuss insights on positioning clients’ portfolios.