We are happy to present the full range of online group training courses available this quarter on Investia Learning (How to Register?).
*NEW* AWD – Complex Calculations Simply Explained
This session is designed for those looking to deepen their understanding of the tax implications of systematic withdrawals (AWDs) in registered accounts and be able to calculate the distribution of funds (gross and net of tax) as well as specific withholding tax amounts.
*NEW* Internal Transfers – From Basic to Advanced Scenarios
This session is designed for those looking to gain a better understanding of internal transfers, the applicable codifications and forms.
Nominee Fee-Based Account Program – The PureFees System
This session provides an opportunity to become familiar with the PureFees Nominee Fee-Based Account Management System. This includes creating and editing fee groups, assigning accounts and fee calculation methods and validating the configurations using the reports available.
The Benefits of XPRESSuite (Part I) – Account and Plan Creation
This training is intended for those who want to master AccountXPRESS in order to benefit from a simplified process for creating clients and plans. It will demonstrate, among other things, how you can quickly create accounts that meet regulatory and operational requirements as soon as you have completed their entry.
The Benefits of XPRESSuite (Part II) – Transaction Entry
This course is designed for those who want to increase their proactivity by using the integrated transactional supervision in OrderXPRESS. The focus will be on verifying the suitability of transactions and sharing the Fund Fact sheet before submitting transactions, as well as generating pre-populated forms.
Model Portfolios and Risk and Objective (R&O) Calculator
This session is designed for those who wish to learn more about creating model portfolios in Univeris. What's more, an Excel sheet will be shared with you at the end of the session, so you can ensure that the portfolios created are suitable.
Continuing Education(CE) Credits
Note that our online group trainings are in the process of being accredited by CIRO. The CSF does not offer CE credits for training activities lasting less than one (1) hour.
Should you have any questions or wish to share feedback about the learning centre, please email us at learning@investia.ca.
