The knowledge and education you need to be successful
Manulife Wealth 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 Wealth simplifies these requirements by making a number of resources available to you.
Manulife Wealth' 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.
Advisory Services Business Forums
Manulife Wealth's 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 Wealth, 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 Wealth offers a digital onboarding program consisting of a series of online live sessions backed by a suite of self-serve training materials that focuses on learning about our tools, technologies, key business processes with a focus on onboarding clients and their accounts into Manulife Wealth and compliance regulations and requirements.
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 Wealth 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 Corner offers content according to the specific needs, duties and responsibilities of business owners, advisors, assistants and administrative support staff.