CE Courses

Leveraged Investing


This course will provide you with a solid base of understanding about leverage – what it is, how to take advantage of leveraged investment opportunities, and how to avoid its pitfalls in order to determine how and whether your clients can benefit from its use.

Leveraged investing is a powerful strategy employed by investors, some of whom see tremendous success by magnifying their investment returns – and some of whom suffer serious losses. Topics covered include:

  • The role of loans in leveraged investing;
  • How leverage works in the context of a margin account;
  • The use of leverage in life insurance products;
  • Risks of leveraging;
  • Methods of reducing risk;
  • How to assess client suitability for leveraged investing.

Format: Online

No. of Pages: 42 pages

BC CE Credits: 4 hours

AB CE Credits: 4 hours Life

SK CE Credits: 4 hours

MB CE Credits: 4 hours ***

ON CE Credits: 4 hours

CFP®: 4

*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50. Please refer to https://www.icm.mb.ca/files/Renewal_2018/Renewal_2018/FAQs_for_website_for_renewal_-_updated_March_2018.pdf for more information.