Bundle Presentation Overview:

Want to learn more about this Bundle? See the agenda for Part 1 here! Combined presentation time:  7h

MFDA Bundle: Part 2

7 CE Credits

MFDA Bundle: Part 3

7 CE Credits

MFDA Bundle: Part 4

7 CE Credits

How to Earn Your CE Credits?

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 - 26 Financial Planning credits &                          2 Professional Responsibility credits * Advocis - 26 IAFE Approved credits &                     2 IAFE Approved Ethics Credits * MFDA - 20 Professional Development credits &                  6 Business Conduct Non-Ethics credits &                  2 Business Conduct Ethics credits * CSI - 20 Professional Development credits &              8 Compliance credits * FSRA - 28 FSRA Approved credits * ICS - 28 Life Insurance credits * ICM - 28 Life Insurance credits & acceptable to many other organizations.

Curriculum

8 Chapters · 21 Lessons

  1. 1

    2022 MFDA Bundle - Part 1 of 4 - 7 CE Credits

    1. (Included in full purchase)

      MFDA Bundle Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

  2. 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. 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. 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. 5

    4 - Your Entire Wealth Management Business - Jordan Rosenberg, Croft Financial

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 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. 7

    6 - Estate Planning Gems - 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

  8. 8

    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.

2024 MFDA Bundle - Part 1

Ready to meet your MFDA CE requirements? Enroll now in this comprehensive 4-part bundle, earn 28 CE credits, and get unlimited access to CE-Now.ca for the rest of the year.  Start now and stay ahead in your professional growth—join the bundle today!

$349.00

Start Bundle Now