Education is important. Sun Life Global Investments is offering our entire suite of CE accredited recorded events to help you learn more about our robust product lineup. View our entire suite of CE accredited recorded events in one convenient location.
How do I obtain my CE credits after watching an event video replay?
- Choose from a variety of event videos below that we’ve hosted over the course of the year.
- Watch for the duration of the video and click the link at the end of the video to complete a 10-question quiz. Note: you must score 60% or better on the quiz within two tries.
- Once you submit your quiz for an approved event, your CE credit certificate will be emailed to you within a maximum of 4 weeks. For our events that are pending approval your CE credit certificate will be emailed to you within 8-10 weeks once approved.
If you’ve already attended one of our events live for the full duration, you should have received your CE credits. If not, we may be in the process of issuing your credits. Attendees can only receive accreditation once per event.
Questions?
If you have questions about your CE credit status or which event you should attend, email our Wealth Distribution Team or reach out to your Sun Life Wealth Sales Director.
For investment professional use only. These virtual events are intended for an advisor audience only and may not be suitable for retail investors. Distribution or reproduction without prior permission from SLGI Asset Management Inc. is prohibited.
Upcoming Events
Library of event video replays:
- Insights & education events
- Product knowledge events
- FAQ
Sun Life Segregated Funds Forum - Simplifying complex wealth transfer goals using segregated funds.
- Original Airdate: May 10, 2023
- Accreditation expiry date:
- Speaker: Sogol Clark, Wealth Sales Director, Sun Life Global Investment, Dan Price, Director Advanced Planning, Sun Life Global Investments, Jeff MacCune, Investment Product Specialist, MFS Investment Management
- Host: Mike Brown, Regional Vice President, Central Canada, Sun Life Global Investments
- Sun Life Global Investments Duration: 2 hours
- CE Credit(s): Pending approval
Join us as we discuss:
- New resources, tools and thought leadership articles to help grow and simplify your business, as well as provide insights on todays market environment.
- Case Studies with our Directors of Advanced Planning, highlighting the contract structure and how it can be used to attain your clients’ retirement and wealth transfer goals.
- Industry insights with opportunities and ideas on how to target client needs.
- An overview of our “All in One” Sun GIF Solutions segregated fund contract structure as well as, the benefits it offers both you and your clients.
- Fund Highlight: Sun GIF Solutions MFS Diversified Income Fund - A multi-asset, income-oriented, global balanced portfolio, with Jeff MacCune Associate Director, Investment Product Specialist, MFS Investment Management.
Outlook 2023
- Original Airdate: January 12, 2023
- Accreditation expiry date:
- Speaker: Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions, SLGI Asset Management Inc.
- Host: Christine Tan, Portfolio Manager, Sun Life Global Investments
- Sun Life Global Investments Duration: 1 hour
- CE Credit(s): Pending approval
Join us as we discuss:
- When will inflation, peak and what will central banks do next?
- Will we see a recession 2023, and if so, how severe?
- Fixed income: from new normal back to old normal?
- Equities: downside earnings risk. Seek quality for now.
- China reopening – what are the risks and opportunities?
Sun Life Segregated Funds Forum
More ways to help you grow your business and protect your Clients
- Original Airdate: June 1, 2022
- Accreditation expiry date:
- Speaker: Steven Nuna, Wealth Sales Director, Sun Life Global Investments, Lori Clements, Director Advanced Planning, Sun Life Global Investments, Peter Fox, Senior Vice President – Business Development & Client Services, KBI Global Investors
- Host: Michael Brown, Regional Vice President, Central Canada
- Sun Life Global Investments Duration: 2 hour
- CE Credit(s): Alberta Insurance Council- 2, Insurance Council of British Columbia- 2, Insurance Council of Manitoba- 2, Insurance Council of Saskatchewan- 2, FSCO/FSRA (Ontario) - 2, Québec - La Chambre- 1, 1, The Institute (Advocis) -2, FP Canada – 1, IIROC- 1.25
What are the market opportunities and risks right now?
- Original Airdate: May 24, 2023
- Accreditation expiry date: May 24, 2024
- Speaker: Robert Almeida, Global Investment Strategist, MFS Investment Management
- Duration: 1 hour
Here’s what you’ll learn:
- Sun Life MFS Diversified Income fund: a multi-asset, income-oriented, global balanced portfolio that provides monthly income solutions for your clients.
- How to navigate today's market volatility
- A diversified approach to investing
Sustainable Investing: What's in it for you?
- Original Airdate: April 19, 2023
- Accreditation expiry date: April 19, 2024
- Speaker: Christine Tan, Portfolio Manager, SLGI Asset Management Inc, Jenifer Rush, Head of Responsible Investing, Sun Life Global Investments, Sabine Duchesne, Vice President - Business Development & Client Services, KBI Global Investors
- Duration: 1 hour
Here’s what you’ll learn:
Tune in as Christine Tan, Portfolio Manager, SLGI Asset Management Inc. moderates a panel with Sabine Duchesne, Vice President, Business Development Europe, KBI Global Investors and Jenifer Rush, Head of Responsible Investing & Manager Research, Sun Life Global Investments. They'll discuss:
- Sustainability and integrating ESG in investing decisions.
- How to balance the short term versus the longer term sustainability of a business.
The $1 trillion-dollar opportunity* – how to take advantage of the looming intergenerational wealth transfer
- Original Airdate: March 8, 2023
- Accreditation expiry date:
- Speaker: Oricia Smith, President, SLGI Asset Management Inc. & Senior Vice-President, Investment Solutions, Sun Life Canada, Alison Campbell, Director, Business Development, Sun Life Consulting
- Duration: 1 hour
Here’s what you’ll learn:
- Intergenerational wealth planning is one of the biggest opportunities in the industry currently. What does this mean for your business? How prepared are you for this?
- How to facilitate family conversations to manage the transfer of wealth.
- How to become a trusted family advisor.
Fixed Income: A return to Bonds in 2023?
- Original Airdate: February 22, 2023
- Accreditation expiry date:
- Speaker: Eugene Lundrigan, President, SLC Management Canada and Head of Institutional Business SLC Management Randall Malcolm, Senior Managing Director, SLC Management Canada
- Duration: 1 hour
Here’s what you’ll learn:
- An outlook on today’s markets
- Challenges in the Canadian corporate bond market
- SLC Management’s approach to investing
Sun Life Global Investments Webcast Series: Sun Life MFS Diversified
Income Webcast
- Original Airdate: November 15, 2022
- Accreditation expiry date:
- Speaker: Rob Almeida, Chief Investment Strategist, MFS Investment Management
- Host: John Killeen, Vice-President, Head of Investment Distribution, Sun Life Global Investments
- Duration: 1 hour
Here’s what you’ll learn:
- It invests in six distinct income-generating asset classes
- Rob carefully optimizes the targeted mix and adds disciplined shifts
- Security selection in each asset class is backed by highly experienced teams at MFS
FAQ
How long will it take to get my CE Credits for an event I attended?
Distribution of CE Credits can take 8 to 10 weeks after you’ve completed your test.
How many credits are each event worth?
Credit amount will vary from each event. Each province will also distribute differently.
How do I know which events I should/can attend?
If you have questions about your CE credit status or which event you should attend, email the Wealth Distribution Team.
*CE credits are pending approval.
SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs).
© SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors, 2021. SLGI Asset Management Inc. and Sun Life Assurance Company of Canada are members of the Sun Life group of companies. All rights reserved.