2022 CFP Bundle (Part 1 of 4) - 25 CE Credits

This bundle is built with the CFP Designations CE Requirements in mind. This bundle has been pre-set with presentations and CE Credits that will provide all CE Credits required by FP Canada for the CFP Designation. In addition, CE Requirements for the QAFP will also be met with this bundle. This bundle is divided into 4 parts and you must complete all 4 Parts to earn the full 25 CE Credits in this bundle. This is Part 1 of 4. Purchasing this bundle automatically enrolls you in the Unlimited CE Plan, which gives you full access to CE-Now.ca for the remainder of the calendar year, which allows you to access any On Demand courses that you would like at no additional charge.

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 6 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

8 Chapters · 21 Lessons

1
2022 CFP Bundle - Part 1 of 4 - 7 CE Credits
1. (Included in full purchase)
  CFP Bundle Overview
2. (Included in full purchase)
  The Rules Governing CE Credits
2
1 - Professional Responsibility Applied! 2022 - 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
2 - RRSP Discrimination Against High Income Earners - Clark Steffy, RBC Group Advantage & Muneer Feeroze, Cdn Benefits Assoc
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
4
3 - Cash Flow Strategies for Retired Clients - Stephanie Holmes-Winton, CacheFlo
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
5
4 - Your Whole Life Advantage - Mike Liem, Canada Protection Plan Foresters
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
6
5 - Planning Strategies - 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
6 - Preventing Disaster: The Hidden Weakness in Your Clients Insurance Program - Larry Hoover, Louis Meier Insurance Broker
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
8
Request Access To Part 2
1. (Included in full purchase)
  Request Access To Part 2

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.