Unlimited CE Plan
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Products
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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.
$35
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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.
$20
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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.
$20
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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.
$20
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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.
$20
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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
$20
FAQ
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How do I choose the best package for my needs?
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Why would I choose the Unlimited CE Plan?
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What is a Bundle?
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What is a Theme Pack?
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What is a Variety Pack?