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Free Financial Education Webcasts

The Canadian Securities Institute (CSI) is releasing a number of free webinars to the general public in support of financial literacy month.

The Canadian Securities Institute (CSI) – the Canadian organization providing Canadians with financial education and licensing exams – is releasing a number of free webinars to the general public in support of financial literacy month.

I’ve listed the free upcoming and previous (replays available) webcasts below. Click here to register.

MANAGING MONEY AND DEBT WISELY

Date: November 4, 2020
Duration: 60 minutes
Time: 12:00 pm to 1:00 pm EST
Cost: Free

Build a solid foundation of financial knowledge to make the most of your income, meet financial commitments and make wise spending decisions. Know how to track expenses and budget to feel more in financial control.

PLANNING & SAVING FOR THE FUTURE

Date: November 17, 2020
Duration: 60 minutes
Time: 12:00 pm to 1:00 pm EST
Cost: Free

Understand how to set objectives, identify paths, and take concrete steps to achieve your life and financial goals—such as education, retirement, and more. Develop an understanding of financial products and service options.

PREVENTING AND PROTECTING AGAINST FRAUD AND FINANCIAL ABUSE

Date: November 24 2020
Duration: 60 minutes
Time: 12:00 pm to 1:00 pm EST
Cost: Free

Be aware of the signs to watch out for, learn how to minimize the risks and know what to do if you are a victim. Anyone can fall prey to financial fraud. New scams frequently emerge to target people resulting in financial loss.

CANADIAN BANKS WEBINAR

Date: October 21, 2020
Duration: 60 minutes
Time: 11:00 am to 12:00pm EST
Cost: Free

This webinar will uncover the critical factors in steering a leading North American bank through turbulent times. It will identify the strengths of Canadian banks and discuss the key developments in risk management.

PROJECT FINANCE AND INFRASTRUCTURE BRIEFING: THE IMPACT OF COVID-19

Date: October 19, 2020
Duration: 60 minutes
Time: 2:00pm to 3:00pm EST
Cost: Free

This webinar explains the multiple ways by which the coronavirus pandemic has affected the project finance and infrastructure sector including unprecedented traffic declines, continuing negative impact on projects in construction and a weakening credit quality of sub-sovereign off-takers.

CANADIAN HOUSING OUTLOOK: UPWARD CLIMB

Date: September 23, 2020
Duration: 60 minutes
Cost: Free

As remote working has become the norm, more Canadians are opting for home-ownership outside of congested cities, furthered by the Bank of Canada’s mortgage rate cuts. This webinar discusses emerging risks and opportunities in the Canadian housing market, including highly localized findings from our neighbourhood and city / town-level forecasts.

SUPPORT BUSINESS RECOVERY WHILE MANAGING CREDIT RISK

Date: September 16, 2020
Duration: 60 minutes
Cost: Free

During this webinar, we will examine the steps lenders must take so they can support their clients’ rebuilding efforts while managing their own risk exposure, focusing in on cash flow, working capital and projections. We will also explore the risks most likely to persist as the economy recovers, the impact of an uneven recovery on various sectors, and the impact of government stimulus.

CANADA—SOVEREIGN AND PROVICIAL WEBINAR

Date: July 9, 2020
Duration: 60 minutes
Cost: Free

Canada and its provinces face significant deficits, large increases in debt, and a prolonged recovery from the pandemic’s unprecedented shock. Join the Moody’s Sovereign team as they discuss their view on credit pressure in Canada.

NAVIGATING PROBLEM LOANS AND SME CREDIT RISK DURING THE PANDEMIC

Date: June 30, 2020
Duration: 60 minutes
Cost: Free

In this webinar, we’ll address the macroeconomic impact of the pandemic, how SMEs in particular have been impacted, and what skills lenders will need to appropriately assess business viability and, ultimately, repayment capacity.

IMPACT OF CORONAVIRUS ON CANADIAN STRUCTURED FINANCE

Date: June 15, 2020
Duration: 60 minutes
Cost: Free

This webinar will discuss the impact of COVID-19 on the Canadian Structured Finance sector. It will cover topics including Credit card ABS, Auto ABS, RMBS, Covered Bonds and ABCP.

HOW TO BECOME YOUR CLIENT’S FINANCIAL ARCHITECT

Date: May 7, 2020
Duration: 45 minutes
Cost: Free

This webinar focuses on the importance of collaborating with clients during this unprecedented time and beyond. We will discuss the tools you need to become your client’s Financial Architect, reinforcing your value to existing clients and helping to attract others.

BEHAVIORAL ECONOMICS: INVESTING DURING A CRISIS

Date: April 29, 2020
Duration: 60 minutes
Cost: Free

Decades of social science research indicate that we are poor planners, fickle savers and self-destructive investors, and much of the reason lies in how we process information and make decisions. This webinar focuses on how to become better financial architects for clients by understanding the behavioral challenges while making financial decisions, especially in times of crisis.

HOW ARE YOU DOING? HOW ARE YOUR CLIENTS DOING? – ADVISOR TOWNHALL

Date: April 7, 2020
Duration: 60 minutes
Cost: Free

Advisors are on the front lines, and under tremendous pressure, to deal with the expectations and stresses of clients during this unprecedented time. This webinar talks about how advisors can navigate these challenging times and get through this crisis. It also prepares them for the opportunities in its aftermath.

Register here for any of the above upcoming webcasts or webcast replays.

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