Unlimited CE Plan
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Products
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Increase Your Retirement Income by 10% Risk Free
CourseDiscover how MyGoals platform transforms financial planning! Provide more value to clients with comprehensive, up-to-date plans that highlight the need for regular reviews and adjustments. Enhance your advisory role today!
$20
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AML Measures Made Simple
CourseThis presentation transforms compliance from a burden into an ally, helping you protect both your clients and your practice. Learn how to make compliance a tool for better service and safeguarding against risks.
$20
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The Productive Practice
CourseCOVID transformed financial planning with new tech tools that boost efficiency and client convenience. This presentation explores how to integrate these innovations into your practice, keeping you ahead of client expectations.
$20
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Be Transformational
CourseDiscover a new opportunity in your business by helping clients navigate the challenging task of being an estate executor. Think differently to assist in the transfer of wealth across generations.
$20
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Empire Life Segregated Funds Sweet Spots
CourseDiscover 5 powerful ways segregated funds can enhance your clients' estate plans, going beyond simple MER comparisons. Help clients execute their estate plans for maximum benefit to their families.
$20
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Disability Estate Planning for 1 in 10 Canadians
Course1 in 10 families has a child living with a disability. This presentation explores essential legal planning with Ken Pope to ensure lifelong care and protection for these children, offering peace of mind for their families.
$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?