This website is published by CI Investments Inc. It is provided as a general source of information and should not be considered personal investment advice or an offer or solicitation to buy or sell securities.
Ce site Internet est publié par Placements CI. Il est fourni à titre d’information générale et ne devrait pas être considéré comme un conseil de placement personnel ou une offre ou sollicitation à acheter ou vendre des titres.
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Client education is an effective way for you to provide additional support to your clients. The presentations and tools in this section will help you educate your clients to manage their emotional reactions to the markets, avoid common investment mistakes and be better prepared for their eventual retirement.
Please Note: The advisor versions of the following presentations can be found on the Financial Leadership or Resource page.
Presentations
Some of the presentations below have accompanying notes. To view the notes, select the PDF or select the PPT and then “Save” to download the file to your computer and open it with PowerPoint. If you select PPT and “Open”, the presentation will play in slideshow mode. Clicking on the slide with your mouse will advance the slides with animation.
Mindful Investing (MI) client Version
This presentation will show you how to manage investors' emotional reactions to the markets and help them avoid common investment mistakes. It includes suggested speaker notes.
PPT | PDF
New Retirement Realities (SS) client Version
This presentation provides a look at the new realities of retirement and how the changing retirement experience will impact investors.
PPT | PDF
