2023 CLU/FSRA Bundle (Part 1 of 4) - 30 CE Credits

This bundle is built with the CLU Designation and FSRA Ontario Life License CE Requirements in mind. This bundle has been pre-set with presentations and CE Credits that will provide all CE Credits required by Advocis for the CLU Designation, as well as the Ontario & BC Life Licenses. In addition, CE Requirements for the CFP 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 30 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? Click the video to the left to get an overview! Combined presentation time: 8h

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 - 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

9 Chapters · 25 Lessons

1
CLU/FSRA Bundle - 2023 Presentations - 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
1 - Professional Responsibility Applied! 2023 - Chuck Gallagher & Alan Hoffman, CE-credits.ca
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Exit Surveys for your Presenters
4. (Included in full purchase)
  Presenter Resourses
3
2 - Term Plus: Protecting the Present & Plan for the Future - Barry Rubin, Beneva
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
4
3 - Keyperson Critical Illness Insurance - Kathryn Bennett, Desjardins Financial
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
5
4 - Protecting your Clients from Financial Disaster - 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
6
5 - The Foresters Advantage - Zainab Sheikh, CPP Foresters
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
7
6 - Trends with Benefits: Part Deux - Adam Hussey, Blendable
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
8
7 - Tips and Traps for Choosing an Executor - 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
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.