Building an Evolving Financial Planning Practice

What does the financial plan you provide to your clients look like? Do you still doodle it on a napkin, or give them color coded file folders, or has your business evolved to provide a Comprehensive Financial Planning binder? The financial planning business has changed significantly over the past 27 years, and there is still more to change into the future. This presentation examines how to use the information a client provides to us in a much more revealing way. Many in the industry have said that we need to "Know Your Client" in order to provide the appropriate financial planning recommendations. This presentation takes knowing your client to the next level. Full presentation time: 56m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 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 this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Professional Development credit (in MFDA bundle) * CSI - 1 Professional Development credit (in MFDA bundle) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Building an Evolving Financial Planning Practice
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Alan Hoffman

Alan began his career in 1996 as a Financial Advisor with London Life. After 5 years, he moved into the MGA network, where he built an AGA mentoring 25 advisors on advanced financial planning concepts. Alan’s career took an unexpected turn in 2012 after being selected for a CE audit by FSRA’s predecessor FSCO. At this time, Alan sold his practice, and opened CE-credits.ca. 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 their main on demand site CE-Now.ca, they provide advisors with easy access to earn their CE Credits the way they prefer, through live webcasts, on demand bundles, and a library of over 350 on demand presentations to earn from. Today, CE-credits.ca is the #1 CE Provider in Canada, providing over 150,000 CE Credits to the industry in 2022.