Theme Pack Presentation Overview:

Want to learn more about this Theme Pack? Click the video to the left to get an overview! Combined presentation time: 10h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 10 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 this Theme Pack:

* FP Canada - 10 Financial Planning credits * Advocis - 10 IAFE Approved credits * MFDA - 8 Professional Development & 1 Business Conduct credits * CSI - 8 Professional Development & 1 Compliance credits * FSRA - 10 FSRA Approved credits * ICS - 10 Life Insurance credits * ICM - 10 Life Insurance credits & acceptable to many other organizations.

Curriculum

13 Chapters · 35 Lessons

  1. 1

    2023 Planning for Business Owners Theme Pack - 10 Credits

    1. (Included in full purchase)

      Planning for Business Owners Theme Pack Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

  2. 2

    1 - Building a Better Business - Mike Liem, CPP Foresters

    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. 3

    2 - Be Transformational - Mark O'Farrell, CICEA

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - The Impact of Separation & Divorce on Businesses - Linda Cartier & Gail Belchior, Academy of Financial Divorce Specialists

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  5. 5

    4 - 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

  6. 6

    5 - 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

  7. 7

    Welcome to Part 2

    1. (Included in full purchase)

      Break Time

  8. 8

    6 - Improving Employee Financial Health - 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

  9. 9

    7 - Protecting your Clients from Financial Disaster - Larry Hoover, Louis Meier Insurance Brokers

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  10. 10

    8 - AML Measures Made Simple - Matt McGuire, AML Shop

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  11. 11

    9 - Increase Your Retirement Income by 10% Risk Free - Raphi Zaionz, MyGoals

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    10 - 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

  13. 13

    Congratulations

    1. (Included in full purchase)

      Congratulations!

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.

2023 Planning for Business Owners Theme Pack - 10 Credits

Take your expertise to the next level! Join the Planning for Business Owners theme pack to master strategies for complex client needs. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!

$170.00

Start Theme Pack Now