The knowledge and education you need to be successful
Manulife Securities understands your time is valuable and your business is most successful when you're seeing and talking to clients. But to run a successful practice, you also need to allocate time to maintain your accreditation and stay current in terms of your knowledge base. Manulife Securities simplifies these requirements by making a number of resources available to you.
Manulife Securities' highly-rated Investment Forum is our premiere education and networking conference which takes place annually in a major Canadian location.
Educational workshops, a roster of top keynote speakers and representatives from Manulife and leading fund company sponsors are all available over a three-day period. This is every advisor's opportunity to meet and network face-to-face with industry experts, advisors from across the country, and representatives from Canada's top echelon fund companies who also provide product information and topical learning sessions.
Manulife Securities' annual educational roadshow, Advisory Services Business Forums, is a series of one-day sessions offered in selected geographic locations across Canada.
Open to all registered advisors of Manulife Securities, Advisory Services Business Forums has two purposes: it's designed to provide advisor-focused sessions relevant to your day-to-day business and, at the same time, help you to achieve your business and financial objectives.
Manulife Securities offers two-day Professional Development Workshops for new advisors and assistants at its head office to assist you and your support staff in transitioning to the dealer.
You can count on Manulife Securities to provide relevant, up-to-date resources and training material for our core applications, online and electronic tools and reference guides that support your practice and daily client and account servicing needs.
By increasing your knowledge, you're investing in your business. And to help you obtain the CE credits you require to maintain your designations and meet regulatory proficiency requirements, Manulife Securities offers advisors online continuing education through Repsource. Manulife's CE Centre is available online 24 hours a day, 7 days a week, to make it possible for you to complete courses at your own pace and preferred time.
The CE Centre provides access to a variety of support material and information and the "My Plan" feature allows you to create and track your individual development plan. CE credits are listed by governing body, jurisdiction and category. Certificates can be downloaded from the site upon course completion.
Knowing that you want quick and concise information to help support your needs, the Training Centre offers content according to the specific needs, duties and responsibilities of business owners, advisors, assistants and administrative support staff.