Desjardins Advisor Series | Learn more about corporate planning and earn CE credits

Business Development November 14, 2022

Having a solid understanding of business owners, including their unique needs and challenges, is what helps Desjardins stand out from the competition. That's why we've created the Desjardins Advisor Series with 6 online training sessions available on demand. The content was specially designed to help you improve your ability to offer business owners the best solutions for their needs.

You'll gain valuable insights into key corporate planning issues and how to raise these topics when talking to clients about risk management and business continuation planning.

With unique content in a flexible format, the Desjardins Advisor Series gives you the chance to power your knowledge about business planning while earning up to 7.5 continuing education (CE) credits.

3 reasons to register:

  • Power your general knowledge about how to serve business clients
  • Fit learning into your schedule thanks to pre-recorded content available on demand
  • Complete 7.5 hours of learning and earn CE credits

Here's an overview of each session:

SessionsKey topicsDuration
1Small business market overview 1 h
2Understanding a corporate client's financial information 2 h
3Fundamentals of corporate taxation 1 h
4Key elements of life insurance taxation 1 h
5Accessing life insurance cash values 1.5 h
6Buy/sell agreements – The advisor's role in succession planning 1 h

How to register

The Desjardins Advisor Series is available online, on demand. For detailed information or to register for one or more sessions, go to the Training page.


Contact your Desjardins Insurance regional sales director.

Business Development