Bundle Presentation Overview:
Want to learn more about this Bundle? See the agenda for Part 1 here! Combined presentation time: 7h
CFP Bundle: Part 2
7 CE Credits
CFP Bundle: Part 3
7 CE Credits
CFP Bundle: Part 4
4 CE Credits
How to Earn Your CE Credit?
This is a simple 3 step process 1. Watch all 7 presentation videos 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!
CE Credits provided by all 4 Parts of the Bundle:
* FP Canada - 23 Financial Planning credits & 2 Professional Responsibility credits * Advocis - 23 IAFE Approved credits & 2 IAFE Approved Ethics Credits * FSRA - 25 FSRA Approved credits * ICS - 25 Life Insurance credits * ICM - 25 Life Insurance credits & acceptable to many other organizations.
Curriculum
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1
2021 CFP Bundle - Part 1 of 4 - 7 CE Credits
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(Included in full purchase)
CFP Bundle Overview
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(Included in full purchase)
The Rules Governing CE Credits
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(Included in full purchase)
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2
1 - Professional Responsibility Applied 2021 - Alan Hoffman, CE-credits.ca
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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3
2 - Social Selling Secrets for Advisors - Adam Hussey, Blendable
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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4
3 - Professional Planning & Collaboration Platform - Ali Qureshi, SideDrawer
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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5
4 - Real World Risks and Vulnerabilities of Investments and Insurance Products to Money Laundering - Gene DiMira & Matt McGuire, The AML Shop
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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6
5 - Financial Planning Opportunities Utilizing Reverse Mortgages - Andrew Cairns, HomeEquity Bank
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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7
6 - Equimax: Term Riders and EDO Limits - David Hutchison, Equitable Life
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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8
7 - The 6 Buckets of Estate Planning & Dual Will Workshop - Jim Kibble, Ontario Estate Consulting Solutions
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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9
Request Access To Part 2
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(Included in full purchase)
Request Access To Part 2
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(Included in full purchase)
About your MC: Alan Hoffman
Alan began his career in 1996 as a Financial Advisor with London Life. Since 2012, Alan Hoffman and CE-credits.ca has been working to create Continuing Education that actually provides Canada’s Financial Advising community with content that is truly relevant and useful within their practices. Through CE-Now.ca, they provide advisors with easy on demand access to earn their CE Credits the way they prefer, through webcasts, bundles, theme packs, and a library of over 450 presentations to learn from. Today, CE-credits.ca is the #1 CE Provider in Canada.
2021 CFP Bundle - Part 1
Enroll in this all-in-one bundle to fulfill your CFP and QAFP CE requirements with ease. Complete 4 parts to earn the full 25 CE Credits. Start now and stay ahead in your professional growth—join the bundle today!
$349.00