Unlimited CE Plan
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Products
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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.
$95
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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
$95
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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!
$95
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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!
$95
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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
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?
Address common questions ahead of time to save yourself an email.
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What is a Theme Pack?
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What is a Variety Pack?