Archives: Courses

TDF course

Target date funds: A leading investment strategy for group retirement plans

As Canada’s first low-fee, digital group retirement platform that supports plan members for life, Common Wealth Retirement has partnered with BlackRock® on a streamlined and research-supported investment strategy designed to deliver the best possible risk-adjusted returns to help plan members grow their retirement wealth. Listen to our extended interview with Farzan Qureshi, Director, Retirement Solutions, …

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CW CAP Guidline Recommendations

Aligning to new CAP guideline recommendations

Change is on the horizon for group retirement advisors and plan sponsors. Canada’s top financial services regulators have made several recommendations to improve the CAP Guidelines – recommendations that follow global trends and have received broad community support. Learn how Common Wealth aligns with recommendations to help your clients future proof their retirement benefits. Total …

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CW 101

CW 101: Expanding the retirement benefits opportunity through innovation

Attracting and retaining top talent is a challenge for small and medium-sized businesses in today’s labour market, and adding workplace retirement benefits to their total compensation package can help employers gain a competitive edge. After completing this course, you’ll be able to explain: The business drivers for group retirement The gaps in the retirement landscape and …

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CW 102

CW 102: Selling and supporting group retirement plans

You’ll leave this course with a greater understanding of the Common Wealth sales process and the experience your clients can expect, from prospecting, to plan design, contracting and employee onboarding. ​ Common Wealth’s customer journey ​ The employer onboarding experience​ Prospecting and renewal strategies  Total course time: 15 minutes​ CE Credits are accepted by the Institute for Advanced Financial …

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