Actionable Training
Always be up to date with the newest tools and procedures.
Earn Certifications
Ensure your knowledge and skills are recognized.
Get Support
On our procedures, tools, services and partners.
What's new
October 16th 2025 Webinar – MyPEAK Konnect Standalone Investor Profile Questionnaire
50 minutes session about our new Standalone Investor Profile Questionnaire module within MyPEAK Konnect
Success stories from a PEAK Advisor with Al Kimber
40 minutes session from Al Kimber, a PEAK Advisor, who shares his success story
July 17th 2025 – LinkedIn Sales Navigator Webinar
40 minutes session about LinkedIn Sales Navigator with Shinae Lemrise of LinkedIn
May 22nd 2025 Webinar – MyPEAK Konnect new features
50 minutes session about our new workflow and requests module within PEAK Konnect
Our Most Popular Courses
Follow your assigned mandatory training, or register for extra available training.
PEAK Investments Services | Internal platforms
No CE credits are offered for this course.
Explore the many internal platforms offered by PEAK, such as our public website (www.peakgroup.com), MyPEAKOnline (MPO), PEAK Advisor and PEAK University.
PEAK Tools & support
No CE credits are offered for this course.
Explore the different tools and support teams PEAK offers to assist you.
PEAK Securities | Internal platforms
No CE credits are offered for this course.
Explore the many internal platforms offered by PEAK, such as our public website (www.peakgroup.com), MyPEAKOnline (MPO), PEAK Advisor and PEAK University.
Client focus reform | Conflicts of interests
No CE credits are offered for this course.
Training of July 8th 2021 on managing conflicts of interests.
MyPEAKonline | Our new client interface
No CE credits are offered for this course.
Explore the new MyPEAKonline client interface
PEAK Compliance | Vulnerable persons
This course is under review by regulators to be accredited. Once approved, CE credits will be granted.
Explore the new PEAK KYC form, launching in early 2022. Learn all there is to know about handling vulnerable persons accounts.
Univeris Transactionnal
No CE credits are offered for this course.
Learn our electronic processes for Univeris. With this course you will be fully autonomous on Univeris. Learn how to open and update clients accounts, place orders and much more. This course also covers our operational procedures and documents management.
PEAK Compliance | New KYP rules and Suitability
This course is under review by regulators to be accredited. Once approved, CE credits will be granted.
Explore the new PEAK KYP regulations that start on January 1st 2022. Learn all there is to know about clients accounts suitability.
PEAK Compliance | Marketing and titles
This course is under review by regulators to be accredited. Once approved, CE credits will be granted.
Explore the new regulation regarding the use of professional titles.
Making the Most of Social Media
No CE credits are offered for this course.
Watch our webinar and learn how to maximize your usage of social media platforms to develop your business practice.
Akila 2.0 – Operational Procedures
External tools & partners
No CE credits are offered for this course.
Explore the different platforms and services our partners offer.
Winfund transactional training
No CE credits are offered for this course.
Learn our electronic processes for Winfund. With this course you will be fully autonomous on Winfund. Learn how to open and update clients accounts, place orders and much more. This course also covers our operational procedures and documents management.
Portfolio Aid Training Webinar
No CE credits are offered for this course.
Watch the Portfolio Aid Webinar recording of May 5th 2022 in which we demonstrate how to use our KYP monitoring tool, Portfolio Aid.
Using PEAK University
No CE credits are offered for this course.
Learn how to use and navigate PEAK University.
Prospera (fee-based accounts) – Tips for optimizing your book
No CE credits are offered for this course.
Learn how to use fee-based accounts to benefit your clients and yourself.
New tools webinar – September 2022
No CE credits are offered for this course.
Watch Compliance Webinar recording of September 27th 2022 in which we demonstrate our newly available tools.
PEAK Compliance | Confidentiality Incidents
This course does not give CE credit.
This training is mandatory and covers regulations around confidentiality incidents.
Tax reporting 101
No CE credits are offered for this course.
Watch our webinar and learn how to maximize your usage of social media platforms to develop your business practice.
PEAK Compliance | Liquid Alternative Funds
No CE credits are offered for this course.
Learn how alternative liquid funds are handled at PEAK.
