CE Central

Bridgehouse CE Central offers a “central” location for all your CE credit needs. Here you’ll find our most recent CE-accredited webcasts (available on demand) and you can also sign up for our upcoming webcasts. Remember to check out the resources available with each webcast and download your CE credit certificate at the end of each session.

 

Need to check-in on your credits for the cycle?

Click the Track Your Credits button to view your recent activity and download your certificates. Be sure to use the email address that you registered for the webcast with to access your own personal dashboard.

 

If you have any questions about our content or upcoming webcasts, contact your regional sales team.

Value Opportunities in Global Small Cap

Brandes Investment Partners
Mark Costa, CFA
Pending
Original air date: April 20, 2023
Credit expires:

T. Rowe Price Global Allocation Fund: A World of Opportunities

T. Rowe Price
Charles Shriver, CFA
Toby Thompson, CFA
Matthew Ko, CFA
Pending
Original air date: February 23, 2023
Credit expires: February 23, 2025

Graham Course: Session 3

Brandes Investment Partners
Marsha Otto
Bryan Barrett
Matt Johnson
Advocis (1) FP Canada (1) IIROC (1) CSF (1)
Original air date: On Demand
Credit expires: December 9, 2024

Graham Course: Session 2

The Brandes Center at UC San Diego
Bob Schmidt
Brandes Investment Partners
Matt Johnson
Advocis (1) FP Canada (1) IIROC (1) CSF (1)
Original air date: On Demand
Credit expires: December 9, 2024

Graham Course: Session 1

Brandes Investment Partners
Rhonda Berger
Matt Johnson
Advocis (1) FP Canada (1) IIROC (1) CSF (1)
Original air date: On Demand
Credit expires: December 9, 2024

The Future of the Value Cycle

Brandes Investment Partners
Brent Fredberg
Pending
Original air date: November 30, 2022
Credit expires:

Technology Insights: Panel Q&A

Brandes Investment Partners
Brent Fredberg
GQG Partners
Steve Smigie
Lazard Asset Management
Christopher P. Whitney, CFA
Advocis (1) FP Canada (1)
Original air date: October 26, 2022
Credit expires:

Lazard: The Power of Compounders

Lazard Asset Management
Barnaby Wilson, CFA
Advocis (1) FP Canada (1)
Original air date: September 22, 2022
Credit expires:

Quality-Focused Growth to Navigate Inflation, Geopolitics and Economic Cycles

GQG Partners
Rajiv Jain
Advocis (1) FP Canada (1)
Original air date: June 23, 2022
Credit expires: June 22, 2024

Energy: Panel Discussion

GQG Partners
Chulantha De Silva
Brandes Investment Partners
Chris Duncan, CFA
Sionna Investment Managers
Aleksy Wojcik, CFA
Advocis (1) FP Canada (1)
Original air date: May 25, 2022
Credit expires: May 24, 2024

At the Helm: Value Investing in Canada

Sionna Investment Managers
Kim Shannon, CFA
Jackie Au, CFA
Advocis (1) FP Canada (1)
Original air date: February 24, 2022
Credit expires: February 23, 2024

Value Investing Leadership: Q&A with Brent Woods

Brandes Investment Partners
Brent Woods, CFA
IIROC (.75) Advocis (1) FP Canada (1)
Original air date: January 27, 2022
Credit expires: January 26, 2024

GQG Partners: Navigating Ever-Changing Markets

GQG Partners
Rajiv Jain
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: November 17, 2021
Credit expires: November 16, 2023

Brandes EM Value: Where, When & How

Brandes Investment Partners
Louis Lau, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: October 20, 2021
Credit expires: October 19, 2023

Lazard: Compounding Through the Pandemic and Beyond

Lazard Asset Management
Louis Florentin-Lee
Barnaby Wilson, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: September 22, 2021
Credit expires: September 21, 2023

Quality on Sale: Market Opportunities with GQG Partners

GQG Partners
Brian Kersmanc
Josh Snyder, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: June 23, 2021
Credit expires: June 22, 2023

Tapping into Value Across Canada & Beyond

Sionna Investment Managers
Stephen Jenkins, CFA
Jackie Au, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: May 06, 2021
Credit expires: May 05, 2023

Back to Business: Value Opportunities Across the Spectrum

Brandes Investment Partners
Brian Matthews, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: April 07, 2021
Credit expires: April 06, 2023

Compounders: The Road Ahead

Lazard Asset Management
Barnaby Wilson, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: March 04, 2021
Credit expires: March 03, 2023

Morningstar Managed Investments: Market Outlook & Positioning 2021

Morningstar Managed Investments Program
Michael Keaveney, MSc., CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: February 04, 2021
Credit expires: February 03, 2023

GQG Partners: Global Quality Growth

GQG Partners
Rajiv Jain
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: November 19, 2020
Credit expires: November 18, 2022

Identifying Compounders in International Markets

Lazard Asset Management
Louis Florentin-Lee
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: July 23, 2020
Credit expires: July 22, 2022

Integrate with Morningstar Using Multi-Asset Portfolios

Morningstar Managed Investments Program
Michael Keaveney, MSc., CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: July 16, 2020
Credit expires: July 15, 2022

Lazard: Asset Allocation in Uncertain Times

Lazard Asset Management
Jai Jacob
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: June 25, 2020
Credit expires: June 24, 2022

Brandes: A Closer Look at Emerging Markets

Brandes Investment Partners
Gerardo Zamorano, CFA
Louis Lau, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: June 11, 2020
Credit expires: June 10, 2022

Opportunities, Outlook and Oil: a panel discussion with Sionna

Sionna Investment Managers
Kim Shannon, CFA, MBA
Stephen Jenkins, CFA
Marlena Zabielska, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: April 23, 2020
Credit expires: April 22, 2022

Morningstar Managed Investments Program

Morningstar Managed Investments Program
Michael Keaveney, MSc., CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: February 27, 2020
Credit expires: February 26, 2022

Lazard Global Compounders Fund

Lazard Asset Management
Louis Florentin-Lee
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: January 23, 2020
Credit expires: January 22, 2022

The Case for Canada: Sionna Market Outlook

Sionna Investment Managers
Kim Shannon, CFA, MBA
Marian Hoffmann, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: December 12, 2019
Credit expires: December 11, 2021

Value Opportunities in Emerging Markets

Brandes Investment Partners
Louis Lau, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: September 26, 2019
Credit expires: September 25, 2021

Lazard Global Managed Volatility Fund

Lazard Asset Management
Peter Kashanek, MBA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: June 19, 2019
Credit expires: June 18, 2021

Morningstar Managed Investments Program

Morningstar Associates Inc.
Michael Keaveney, MSc., CFA & Robert Miehm, MBA, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: May 22, 2019
Credit expires: May 21, 2021

High Conviction Investment Opportunities

Sionna Investment Managers
Teresa Lee, CFA & Marlena Zabielska, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: April 18, 2019
Credit expires: April 17, 2021

Brandes Value Opportunities in 2019

Brandes Investment Partners
Brian Matthews, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: February 13, 2019
Credit expires: February 12, 2021

Lazard Global Compounders

Lazard Asset Management
Barnaby Wilson, CFA
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: January 31, 2019
Credit expires: January 30, 2021

Covid Keepers: Mental Health Insights for Advisors & Their Clients

Adam Wiseman
Pending
Original air date: July 28, 2022
Credit expires: July 27, 2024

Train the Investor Brain 3.0: Building an Inflation-Resistant, Long-Term Client Mindset

Brandes Institute
Bob Schmidt
Pending
Original air date: March 31, 2022
Credit expires: March 30, 2024

Trusted Contact Person (TCP): Who, Why & How

Bridgehouse Asset Managers
Carol Lynde
Adam Wiseman
Arthur Fish
Tyler Fleming
IIROC (1) Advocis (1) FP Canada (1) CSF (1)
Original air date: November 3, 2021
Credit expires: November 2, 2022

Module 7: Communication and Self-Care in a Screen-Based World

Canadian Mental Health Association – Toronto
Adam Wiseman
Bridgehouse Asset Managers
Samantha Hill
IIROC (1) Advocis (1) FP Canada (1)
Original air date: May, 27, 2020
Credit expires: May, 26, 2022

Train the Investor Brain 2.0

Bob Schmidt
IIROC (1) Advocis (1) FP Canada (1) CSF (1)
Original air date: March 12, 2020
Credit expires: March 11, 2022

Morningstar: Mining For Goals

Morningstar Inc.
Samantha Lamas
IIROC (1) Advocis (1) FP Canada (1) CSF (1)
Original air date: October 23, 2019
Credit expires: October 22, 2021

Mental Health Experts: News & Tips for Your Practice (Mental Health Module 6)

Canadian Mental Health Association – Toronto
Adam Wiseman
Canadian Mental Health Association – Toronto
Anne Ferguson, MD, FRCP
Borden Ladner Gervais LLP, Arthur Fish
IIROC (1) Advocis (1) FP Canada (1) CSF (1)
Original air date: August 28, 2019
Credit expires: August 27, 2021

Care For Your Clients Without Burning Out (Mental Health Module 5)

Canadian Mental Health Association – Toronto
Adam Wiseman
IIROC (1) FP Canada (1)
Original air date: July 10, 2019
Credit expires: July 9, 2021

Working Through Client Roadblocks–Tips & Strategies (Mental Health Module 4)

Canadian Mental Health Association – Toronto
Adam Wiseman
IIROC (1) Advocis (1) FP Canada (1) CSF (1)
Original air date: March 20, 2019
Credit expires: March 19, 2021

Balance, Boundaries & Burnout (Mental Health Module 3)

Canadian Mental Health Association – Toronto
Adam Wiseman
IIROC (.75) Advocis (1) FP Canada (1) CSF (1)
Original air date: September 18, 2018
Credit expires: September 17, 2020

Tough Discussion Skills & Client Tools (Mental Health Module 2)

Canadian Mental Health Association – Toronto
Adam Wiseman
IIROC (1) Advocis (1) FP Canada (1) CSF (1)
Original air date: July 18, 2018
Credit expires: July 17, 2020

Info, Red Flags & Client Tools (Mental Health Module 1)

Canadian Mental Health Association – Toronto
Adam Wiseman
IIROC (1) Advocis (1) FP Canada (1) CSF (1)
Original air date: June 6, 2018
Credit expires: June 5, 2020