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11	FINANCIAL & RETIREMENT PLANNING BY LYNN BISCOTT Revisiting Goals Retirement visions in retrospect Add to Reading List Source URL: www.advocis.ca Language: English - Date: 2014-09-04 15:28:31 Finance Aging Financial services Retirement Economics Financial adviser Planning Pension Investment Personal finance Business
12	Microsoft Word[removed]Submission to IIROC re Proficiency Assurance Model v3 Add to Reading List Source URL: www.advocis.ca Language: English - Date: 2014-11-18 12:34:47 Financial adviser Investment Industry Regulatory Organization of Canada Canadian securities regulation LLQP Insurance Financial economics Investment Finance
13	EDITOR’S LETTER FORUM BY DEANNE GAGE Add to Reading List Source URL: www.advocis.ca Language: English - Date: 2014-11-10 10:36:12 CLU Programming language theory Business Software engineering Personal finance Professional certification in finance Finance Financial planner Financial adviser
14	COVER STORY[removed]Investing OUTLOOK It’s been six years since the start of Add to Reading List Source URL: www.advocis.ca Language: English - Date: 2014-11-10 10:36:12 Valuation Stock selection criterion P/E ratio Inflation Euro Earnings growth Economic growth Economy of the United States Gross domestic product Economics Financial ratios Fundamental analysis
15	FORUM FROM THE ARCHIVES 100 Add to Reading List Source URL: www.advocis.ca Language: English - Date: 2014-11-10 10:36:12 Finance Financial institutions Institutional investors Annuity Financial adviser Life annuity Financial services Life insurance Toronto-Dominion Bank Financial economics Investment Insurance
16	The Final Word True financial literacy equals more access to advisors BY GREG POLLOCK “ Professional financial Add to Reading List Source URL: www.advocis.ca Language: English - Date: 2014-11-10 10:36:11 Financial adviser Literacy Financial literacy Human behavior Information literacy Financial planner Economics Education Financial Literacy Month
17	WEALTH MANAGEMENT BY MICHAEL CALLAHAN AND DEREK DEDMAN Advisor Psychology How advisors’ behaviour changed after the 2008 financial crisis Add to Reading List Source URL: www.advocis.ca Language: English - Date: 2014-11-11 13:13:51 Finance Investment Anxiety disorders Posttraumatic stress disorder Stress Financial Advisor Financial adviser Psychiatry Medicine Abnormal psychology
18	INVESTING 16 FORUM NOVEMBER / DECEMBER 2014 What Add to Reading List Source URL: www.advocis.ca Language: English - Date: 2014-11-10 10:36:12 Actuarial science Finance Financial services Personal finance Asset allocation Financial risk Retirement Interest rate Financial adviser Financial economics Investment Economics
19	AdvocisNews Association Updates and Events Sound Advice Fact Sheet Add to Reading List Source URL: www.advocis.ca Language: English - Date: 2014-11-10 10:36:12 Economy of Canada Financial Advisor Financial economics Business Money Finance Financial adviser Investment
20	TAX & ESTATE PLANNING BY JAMIE GOLOMBEK Year-end Strategies Planning for tax savings now helps a client’s bottom line in the spring Add to Reading List Source URL: www.advocis.ca Language: English - Date: 2014-11-10 10:36:11 Registered Retirement Savings Plan Capital gains tax Tax Public economics Government Finance Income tax in the United States Taxation in Canada Banking in Canada Tax-Free Savings Account