Choose ANY Bundle, Webcast, Theme Pack, or Presentation to earn ALL of your CE Credits in 2025. Expires Jan 1st, 2026
2025 Unlimited CE Plan includes
Here are all the courses that are included:
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All Courses, Bundles
NEW! 2024 CLU/FSRA Bundle (Part 1 of 4) - 30 CE Credits
CoursePart 1 of 4. This bundle meets CLU + FSRA CE requirements (Ethics, IAFE) and includes 30 credits across 4 parts. Enrollment includes the Unlimited CE Plan until Jan 1 of next year. Access any other On Demand courses at no extra cost!
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All Courses, Bundles
NEW! 2024 MFDA Bundle (Part 1 of 4) - 28 CE Credits
CoursePart 1 of 4. This bundle meets MFDA CE requirements (PD, BC, BC-E) and includes 28 credits across 4 parts. Enrollment includes the Unlimited CE Plan until Jan 1 of next year. Access any other On Demand courses at no extra cost!
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All Courses, Bundles
NEW! 2024 CFP Bundle (Part 1 of 4) - 25 CE Credits
Course2024 CFP Bundle Part 1 of 4. Earn 25 CE Credits for CFP and QAFP requirements with this 4-part bundle. Enrollment includes the Unlimited CE Plan until Jan 1 of next year. Access any other On Demand courses at no extra cost!
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All Courses, Bundles
NEW! 2024 AIC Life Bundle - 15 CE Credits
CourseThis bundle is built with the AIC Alberta Life License CE Requirements in mind. This bundle has been pre-set with presentations and CE Credits that will provide all CE Credits required by AIC for the Alberta Life License.
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All Courses, Bundles
NEW! 2024 AIC A&S Bundle - 10 CE Credits
CourseThis bundle is built with the AIC Alberta A&S License CE Requirements in mind. This bundle has been pre-set with presentations and CE Credits that will provide 10 CE Credits required by AIC for the Alberta Life License.
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All Courses, On Demand Webcasts
NEW! 2024 OD Webcast - Ocean Edition - 15 CE Credits
CourseWatch the great presentations in the Ocean Edition that provides you with new and relevant information your business needs for 2024 and beyond! Earn 15 CE Credits on your own schedule from the convenience of your home or office and any device.
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All Courses, On Demand Webcasts
NEW! 2024 OD Webcast - Mountain Edition - 15 CE Credits
CourseWatch the great presentations in the Mountain Edition that provides you with new and relevant information your business needs for 2024 and beyond! Earn 15 CE Credits on your own schedule from the convenience of your home or office and any device.
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All Courses, On Demand Webcasts
NEW! 2024 OD Webcast - Forest Edition - 15 CE Credits
CourseWatch the great presentations in the Forest Edition that provides you with new and relevant information your business needs for 2024 and beyond! Earn 15 CE Credits on your own schedule from the convenience of your home or office and any device.
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All Courses, On Demand Webcasts
NEW! 2024 OD Webcast - Desert Edition - 15 CE Credits
CourseWatch the great presentations in the Desert Edition that provides you with new and relevant information your business needs for 2024 and beyond! Earn 15 CE Credits on your own schedule from the convenience of your home or office and any device.
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All Courses, Theme Packs
NEW! 2024 Financial Planner: Intermediate Theme Pack - 15 CE Credits
CourseThis Theme Pack offers seasoned advisors (10+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.
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All Courses, Theme Packs
NEW! 2024 Financial Planner: Advanced Theme Pack - 15 CE Credits
CourseThis Theme Pack offers seasoned advisors (15+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.
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All Courses, Theme Packs
NEW! 2024 Ethics, Compliance & Practice Mgmt Theme Pack - 15 CE Credits
CourseThe Ethics, Compliance, + Practice Management Theme Pack offers advisors 5+ years in the field essential insights for a more ethical, efficient practice. Earn CE Credits easily—just watch, no quizzes needed!
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All Courses, Theme Packs
NEW! 2024 Planning for Clients Under 50 Theme Pack - 15 CE Credits
CourseThe Planning for Clients Under 50 theme pack equips advisors (5+ years) with essential insights and strategies for younger clients. Earn CE Credits effortlessly—just watch, no quizzes required!
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All Courses, Theme Packs
NEW! 2024 Planning for Clients Over 65 Theme Pack - 15 CE Credits
CourseThe Planning for Clients Over 65 theme pack offers seasoned advisors (10+ years) vital insights into the evolving needs of aging clients. Earn CE Credits effortlessly—just watch, no quizzes required!
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All Courses, Theme Packs
NEW! 2024 Financial Advisor: Level 1 Theme Pack - 10 CE Credits
CourseThe Financial Advisor: Level 1 theme pack is ideal for advisors with 5 years or less experience. Gain insights into foundational insurance solutions and earn CE Credits easily—just watch engaging presentations, anytime, anywhere, and on any device.
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All Courses, Theme Packs
NEW! 2024 Financial Planner: Intermediate Theme Pack - 10 CE Credits
CourseThe Financial Planner: Intermediate Theme Pack is perfect for advisors with 10+ years of experience. Gain fresh insights to better serve your clients and earn CE Credits easily—just watch, no quizzes required!
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All Courses, Theme Packs
NEW! 2024 Planning for Business Owners Theme Pack - 10 CE Credits
CourseThe Planning for Business Owners theme pack is ideal for seasoned advisors (10+ years). Gain valuable insights to address complex needs of business owner clients. Earn CE Credits easily—just watch, no quizzes required
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All Courses, Theme Packs
NEW! 2024 High Net Worth Client Planning Theme Pack - 10 CE Credits
CourseThe High Net Worth Client Planning theme pack is perfect for experienced planners (10+ years). Gain advanced strategies to meet complex needs of affluent clients and earn CE Credits effortlessly—just watch, no quizzes required!
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All Courses, Theme Packs
NEW! 2024 Estate Planning Theme Pack - 10 CE Credits
CourseThe Estate Planning theme pack is ideal for advisors with 10+ years of experience. Gain advanced insights to help clients craft effective estate plans. Earn CE Credits effortlessly—just watch, no quizzes required!
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All Courses, Theme Packs
NEW! 2024 Financial Advisor: Level 1 Theme Pack - 5 CE Credits
CourseThe Financial Advisor: Level 1 theme pack is ideal for advisors with 5 years or less experience. Gain insights into foundational insurance solutions and earn CE Credits easily—just watch engaging presentations, anytime, anywhere, and on any device.
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All Courses, Theme Packs
NEW! 2024 Financial Planner: Advanced Theme Pack - 5 CE Credits
CourseThis Theme Pack offers seasoned advisors (15+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.
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All Courses, Theme Packs
NEW! 2024 Planning for Business Owners Theme Pack - 5 CE Credits
CourseThe Planning for Business Owners theme pack is ideal for seasoned advisors (10+ years). Gain valuable insights to address complex needs of business owner clients. Earn CE Credits easily—just watch, no quizzes required
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All Courses, Theme Packs
NEW! 2024 High Net Worth Client Planning Theme Pack - 5 CE Credits
CourseThe High Net Worth Client Planning theme pack is perfect for experienced planners (10+ years). Gain advanced strategies to meet complex needs of affluent clients and earn CE Credits effortlessly—just watch, no quizzes required!
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All Courses, Theme Packs
NEW! 2024 Investment Planning Theme Pack - 5 CE Credits
CourseThe Investment Planning theme pack is perfect for advisors with 5+ years of experience. Gain insights to help clients make smarter investment decisions. Earn CE Credits effortlessly—just watch, no quizzes required!
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All Courses, Unique Presentations
NEW! Professional Responsibility Applied! 2024
CourseThis case study-based presentation provides the annual update on the Professional Responsibility of Financial Advisors across the industry. This presentation provides the 2 mandatory Professional Responsibility credits CFPs require.
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All Courses, Unique Presentations
NEW! Is Strategic Philanthropy Part of Your Clients' Estate Planning
CourseThis presentation on strategic philanthropy emphasizes educating clients on integrating charitable giving into estate planning. It covers tax-efficient strategies, including life insurance, and aligning giving with passions to create lasting impact.
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All Courses, Unique Presentations
NEW! Beneficiary Designation Essentials
CourseDiscover the complexities of beneficiary designations in Canadian life insurance. Learn how jurisdiction, ownership, and laws impact these critical choices, revealing their true significance beyond the basics.
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All Courses, Unique Presentations
NEW! The Mortgage Tsunami and the Average Household
CourseRising interest rates could cause mortgage payments to spike 44% by 2027, straining households. Financial planners should help clients review income, expenses, and mortgage options, including refinancing or extending amortization.
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All Courses, Unique Presentations
NEW! Financial Planning: Optimize Advise & Succeed
CourseThis platform integrates tax, accounting, and math to optimize savings, withdrawals, and financial plans in minutes. It addresses risks like longevity and inflation, offering precise, tailored advice to improve advisor efficiency and client satisfact
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All Courses, Unique Presentations
NEW! The Recipe for Success
CourseThis presentation tackles the frustration of clients saying "I can't afford it" despite your efforts. It offers practical strategies and easy recipes to help clients reduce expenses and free up cash for their financial plans.
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All Courses, Unique Presentations
NEW! Building a High Net Worth Practice
CourseReady to take your career to the next level? This presentation shows you how to unlock your full potential without needing special education or secret strategies. Learn from Randy and transform your business for lasting success!
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All Courses, Unique Presentations
NEW! Expert Navigation & Personalized Healthcare Solutions
CourseThis presentation addresses the disparities in Canada's healthcare system, highlighting long wait times versus expedited care for athletes. Kevin shares insights on advocating for your health, and how to navigate your personal healthcare experience.
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All Courses, Unique Presentations
NEW! Cash Flow Planning for Business Owners
CourseThis presentation equips you with insights to help business owners make data-driven decisions, boost their business, and secure their future through effective financial planning, enhancing both your client's success and your own professional profile.
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All Courses, Unique Presentations
NEW! Add $10M Under Management with Existing Clients
CourseThe presentation highlights the significance of home equity and real estate strategies aging clients. It covers seniors' changing housing needs, downsizing challenges, & strategies involving adult children in decision-making.
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All Courses, Unique Presentations
NEW! Painting the Picture of Grief
CourseThis presentation explores the emotional and practical challenges when tragedy strikes. Learn how to guide clients, friends, or family through the initial shock and healing process with understanding and compassion.
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All Courses, Unique Presentations
NEW! Capital Gains Changes: Impacts and Tax Planning Opportunities for Donations & CCPCs
CourseThis presentation offers strategies to help families facing financial challenges avoid worst-case scenarios. With Foresters member benefits and the lowest premiums in the industry, you can provide crucial coverage that makes a real difference.
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All Courses, Unique Presentations
NEW! Capital Gains Changes: Impacts and Tax Planning Opportunities for Canadian Individuals
CourseThis presentation covers recent changes to capital gains taxation in Canada, including higher inclusion rates, a $250,000 exemption, AMT changes, and tax planning strategies for high-net-worth individuals.
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All Courses, Unique Presentations
NEW! Divorce Financial Planning
CourseThis presentation highlights the importance of divorce financial planning, focusing on the "three T's" model: Transform (financial literacy), Transition (asset management), and Thrive (long-term planning), with an emphasis on collaboration and early
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All Courses, Unique Presentations
NEW! Do Not Ignore Your Mortality
CourseThis presentation emphasizes proactive end-of-life planning, focusing on reducing stress, minimizing taxes and fees, and ensuring clear communication and documentation among family, healthcare, and funeral professionals.
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All Courses, Unique Presentations
NEW! How Selling Underground Furniture Morphed into the Mortality Mindset Movement
CourseDeath is inevitable, but how you prepare matters. This presentation inspires meaningful conversations about estate planning, highlighting Greg's story and his book as essential tools for guiding your clients and loved ones.
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All Courses, Unique Presentations
NEW! The Psychology Of Retirement
CourseThis presentation goes beyond retirement income calculations, helping clients explore the purpose and challenges of retirement. Learn how to address these issues early for a more fulfilling retirement experience.
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All Courses, Unique Presentations
NEW! Prenuptial & Postnuptial Agreements
CourseThis presentation shows how Prenuptial and Postnuptial agreements can improve client relationships, preserve assets, and enhance financial planning. Learn how to integrate these agreements into your conversations for stronger client outcomes.
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All Courses, Unique Presentations
NEW! Business Owner and Professional Corporate Solutions Using the RCA & IPP
CourseThe presentation explores the rising popularity of Retirement Compensation Arrangements and Individual Pension Plans as tax-efficient tools for business owners, covering their benefits, drawbacks, and strategies for minimizing tax liabilities.
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All Courses, Unique Presentations
NEW! Executor Myth Busters Workshop
CourseThis presentation debunks common myths about wills, estates, and the role of Executors. Learn how to guide clients in creating the right wills and start meaningful conversations to help them plan for the future.
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All Courses, Unique Presentations
NEW! Are Your Clients 1 Accident Away From Financial Disaster
CourseLearn how common P+C insurance myths can derail your clients' financial plans. Discover how a simple policy audit can prevent costly issues and ensure your clients have the right coverage when they need it most.
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All Courses, Unique Presentations
NEW! AML, FINTRAC, & That Great Big Thing
CourseLearn how organized crime is targeting the financial services industry with account takeovers and money laundering through life insurance and investments. Stay informed on warning signs and protect yourself and your clients.
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All Courses, Unique Presentations
NEW! Canada Life My Par Gift
CourseThe presentation introduces a charitable giving product that simplifies donations with a single tax-deductible premium, enhancing donor-charity relationships and tax efficiency while offering flexible options.
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All Courses, Unique Presentations
NEW! How To Sell a Lobster
CourseLearn how to help clients maximize their wealth and create a lasting legacy. Join our course to explore wealth transfer strategies and family dynamics, and become the catalyst for their financial success. Enroll today!
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All Courses, Unique Presentations
NEW! Probategeist: When Estate Plans get Massacred
CourseThis presentation examines high-profile estate failures, revealing what went wrong and how it could have been avoided. Learn valuable lessons to avoid complacency and engage clients in meaningful estate planning discussions.
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All Courses, Unique Presentations
NEW! IPP / RCA - What's Changed?
CourseThis presentation introduces IPP and RCA plans as tax-advantaged savings options for high-income Canadians. Learn how these plans work, their benefits, and how to start the conversation with clients to maximize their savings.
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All Courses, Unique Presentations
NEW! Empire Life First Home Savings Account
CourseThis presentation highlights strategies to address asset growth and income leakage in RRSPs, introducing Empire Life's First Home Savings Account (FHSA) as a solution to backfill RIF payments and appeal to younger clients.
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All Courses, Unique Presentations
NEW! Next Generation Planning
CourseExplore how juvenile policy sales can enhance your practice. Shift the focus from "insurance on the child" to "insurance for the child" and equip clients to gift a secure future for the next generation.
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All Courses, Unique Presentations
NEW! What's Going to Happen to Our Child After We've Gone?
CourseThe presentation covers comprehensive planning for parents of children with disabilities, focusing on financial assistance, legal issues, and navigating benefits. Key topics included tax credits, eligibility criteria, trusts, and asset management.
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All Courses, Unique Presentations
NEW! Building Strong Client Connections with Your Brand
CourseThis presentation highlights the importance of building a strong brand for financial advisors, focusing on effective communication, defining ideal clients, creating emotional connections, and targeting a focused audience for long-term success.
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All Courses, Unique Presentations
NEW! The Shocking Uses of Reverse Mortgages
CourseDiscover how Reverse Mortgages can be a powerful financial strategy for both average and high-net-worth clients, offering flexibility, market risk protection, and income stability in retirement. Prepare to be shocked!
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All Courses, Unique Presentations
NEW! Group Benefits' Perfect Storm
CourseThis presentation addresses frustrations with traditional group benefits, highlighting issues for business owners, HR specialists, and employees. Discover new trends and options that provide clarity and eliminate annual premium increases.
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All Courses, Unique Presentations
NEW! Choosing the Best Process for Separating Families
CourseThis presentation highlights the challenges of clients facing divorce and introduces a proactive role for financial advisors. Linda and Gail offer alternatives to court that can ease the emotional and financial impact on clients.
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All Courses, Unique Presentations
NEW! Supporting Your Clients Through Aging Life Transitions
CourseThis presentation explores when to revisit a client's financial plan, emphasizing the evolving needs of aging clients. It introduces a 3 allotment approach to reshape asset and income discussions for meaningful impact.
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All Courses, Unique Presentations
NEW! Estate Planning: Plan Like the Wealthy
CourseThis presentation reveals how wealthy families pass on wealth while minimizing estate taxes and probate. Learn strategies used by high-net-worth clients that can also benefit those with more modest assets, helping them plan like the wealthy.
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All Courses, Unique Presentations
NEW! Making a Suitable Sale
CourseThe CLHIA's updated needs-based sales approach includes four steps: prospecting, fact-finding, proposal building, and implementation. It highlights segregated funds' benefits, client-tailored guarantees, and the importance of disclosure and tools.
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All Courses, Unique Presentations
NEW! Discovering Insurance Needs
CourseEstate planning is crucial for all clients, not just the wealthy. Learn how to reduce taxes, simplify asset transfer, and ask key questions. RBC offers flexible life insurance solutions, including joint last-to-die policies and deposit options.
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All Courses, Unique Presentations
NEW! Master Your Mindset
CourseThis presentation highlights how mindset shapes business growth. It explores "above the line" vs. "below the line" thinking, showing how positive mindsets boost creativity and success, while limiting beliefs hold you back.
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All Courses, Unique Presentations
NEW! Kid Start: Why Life Insurance for Children?
CourseThis presentation highlights the benefits of life insurance for children and future generations, focusing on tax-deferred growth, wealth transfer strategies, and the potential for significant policy value growth over time.
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All Courses, Unique Presentations
NEW! Top Reasons to Choose Empire Life GIF
CourseThis presentation highlights how segregated funds offer lower risk, tax savings through probate bypass, and strong investment returns. Learn how to guide clients beyond basic comparisons, offering them powerful estate planning benefits.
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All Courses, Unique Presentations
NEW! T100, Solutions 100, & Winning Business with Par
CourseLearn how Empire Life Permanent Insurance offers top-rated coverage with cash value, giving your clients flexibility, protection, and budget-friendly solutions for their retirement and family needs.
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All Courses, Unique Presentations
NEW! When I Say Disability Insurance
CourseThis presentation highlights the importance of disability insurance, addressing LTD misconceptions and gaps in coverage. It emphasizes advisors’ role in helping clients understand LTD details and the need for individual disability insurance.
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All Courses, Unique Presentations
NEW! Treating Your Clients Fairly
CourseThis presentation emphasizes treating customers fairly in insurance and finance, highlighting good faith, clear communication, personalized recommendations, accurate disclosures, and the protection of personal information.
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All Courses, Unique Presentations
NEW! Modernizing Your Healthcare Insurance
CourseThis presentation highlights the decline of the Canadian healthcare system and offers a solution for better, timely care. Learn how you and your clients can access quality healthcare, get treatment faster, and live healthier lives.
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All Courses, Unique Presentations
NEW! The Beneva Playbook
CourseBeneva offers a range of products, including Term Plus (life, disability, critical illness), Universal Life (1% bonus, child insurability), and flexible Pillar Series Disability. They focus on value-added benefits and competitive underwriting.
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All Courses, Unique Presentations
NEW! The Holy Grail of Personal Health Insurance Information
CourseThis presentation explores Personal Health Insurance plans and their role in clients' financial security. Learn how to incorporate these plans into your discussions to better serve clients and address their needs—without focusing on commissions.
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All Courses, Unique Presentations
NEW! The $1 Trillion Wealth Transfer That Wasn't
CourseThis presentation explores the history of wealth transfer, family dynamics, and human behavior. Learn how to help clients maximize their wealth today while ensuring they leave a lasting legacy for future generations.
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All Courses, Unique Presentations
NEW! Start the CI Conversation
CourseThis presentation highlights the growing need for critical illness insurance in Canada, addressing rising survival rates, financial hardship, declining CI sales, and the importance of personalized insurance in comprehensive financial planning.
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All Courses, Unique Presentations
NEW! Success Stories in the Upper Market
CourseThis presentation covers the evolution of permanent insurance, focusing on UL and whole life, tax advantages, client needs, and product specifics like Beneva’s guaranteed variable life for better estate planning.
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All Courses, Unique Presentations
NEW! Incorporating Canada Life Annuities
CourseThe presentation focuses on the importance of estate planning, responsible inheritance management, and the tax advantages of annuities, especially for clients in transitional life stages using customizable annuity contracts.
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All Courses, Unique Presentations
NEW! Strategies to Help Protect the Family Home
CourseThis presentation offers strategies to help families facing financial challenges avoid worst-case scenarios. With Foresters member benefits and the lowest premiums in the industry, you can provide crucial coverage that makes a real difference.
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All Courses, Unique Presentations
NEW! Rethinking How We Talk About Life Insurance
CourseThis presentation explores how insurance can offer more than coverage. Discover Life Insurance options from Canada Protection Plan and Foresters Financial, highlighting benefits that enhance value without straining budgets.
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All Courses, Unique Presentations
NEW! Your Whole Life Advantage
CourseThis presentation covers affordable life insurance options, competitive pricing, charitable giving opportunities, and member benefits from Foresters Financial, including reduced premiums for smokers and access to exclusive events.
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All Courses, Unique Presentations
NEW! The Estate Enhancement Option
CourseThis presentation covers tax-efficient estate planning with life insurance, highlighting the Forester Advantage Plus policy's lifetime coverage, tax-free benefits, and member perks like grants and scholarships for added value.
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All Courses, Unique Presentations
NEW! ivari Universal
CourseDiscover the new options and flexibility in modern Universal Life policies. Learn how ivari's Universal Life offers more cash value and permanent coverage, plus tools to bring extra value to your clients.
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All Courses, Unique Presentations
NEW! The Life Insurance Business and YOU
CourseThis presentation helps advisors transition from salespeople to trusted, altruistic family advisors. Learn key lessons from seasoned professionals to discover your true purpose and impact in the industry.