Bundle Presentation Overview:

Want to learn more about this Bundle? See the agenda for Part 1 here! Combined presentation time: 8h

CLU/FSRA Bundle: Part 2

7 CE Credits

CLU/FSRA Bundle: Part 3

8 CE Credits

CLU/FSRA Bundle: Part 4

7 CE Credits

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 8 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 - 28 Financial Planning credits &                           2 Professional Responsibility credits * Advocis - 28 IAFE Approved credits &                     2 IAFE Approved Ethics Credits * FSRA - 30 FSRA Approved credits * ICS - 30 Life Insurance credits * ICM - 30 Life Insurance credits & acceptable to many other organizations.

Curriculum

10 Chapters · 27 Lessons

  1. 1

    2021 CLU/FSRA Bundle - Part 1 of 4 - 8 CE Credits

    1. (Included in full purchase)

      CLU/FSRA Bundle Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

  2. 2

    1 - Professional Responsibility Applied 2021 - Alan Hoffman, CE-credits.ca

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - Social Selling Secrets for Advisors - Adam Hussey, Blendable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Professional Planning & Collaboration Platform - Ali Qureshi, SideDrawer

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  5. 5

    4 - Real World Risks and Vulnerabilities of Investments and Insurance Products to Money Laundering - Gene DiMira & Matt McGuire, The AML Shop

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    5 - Financial Planning Opportunities Utilizing Reverse Mortgages - Andrew Cairns, HomeEquity Bank

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - Equimax: Term Riders and EDO Limits - David Hutchison, Equitable Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  8. 8

    7 - The 6 Buckets of Estate Planning & Dual Will Workshop - Jim Kibble, Ontario Estate Consulting Solutions

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    8 - Attracting More Ideal Clients During a Pandemic - April-Lynn Levitt, The Personal Coach

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  10. 10

    Request Access To Part 2

    1. (Included in full purchase)

      Request Access to Part 2

Alan Hoffman

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 CLU/FSRA Bundle - Part 1

Enroll in this comprehensive bundle to meet all CE requirements for the CLU Designation, Ontario & BC Life Licenses, and CFP Certification. Complete 4 curated parts and secure a full 30 CE Credits. Plus, enjoy unlimited access to CE-Now.ca's On Demand courses for the rest of the year—at no extra cost! Start now and stay ahead in your professional growth—join the bundle today!

$349.00

Start Bundle Now