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 9 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 - 8 Financial Planning & 2 Professional Responsibility credits * Advocis - 8 IAFE Approved & 2 Ethics credits * MFDA - 3 Professional Development & 5 Business Conduct                   & 2 Business Conduct Ethics credits * CSI - 3 Professional Development & 7 Compliance credits * FSRA - 10 FSRA Approved credits * ICS - 10 Life Insurance credits * ICM - 10 Life Insurance credits & acceptable to many other organizations.

Curriculum

12 Chapters · 32 Lessons

  1. 1

    2023 Ethics, Compliance + Practice Mgmt Theme Pack - 10 Credits

    1. (Included in full purchase)

      Ethics, Compliance & Practice Management Theme Pack Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

  2. 2

    1 - Professional Responsibility Applied! 2023 - 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. 3

    2 - 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

  4. 4

    3 - 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

  5. 5

    4 - WOW! Client Review Meetings - April Levitt, The Personal Coach

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    Welcome to Part 2

    1. (Included in full purchase)

      Break Time

  7. 7

    5 - The Need for a Chartered Financial Divorce Specialist - Linda Cartier, 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

  8. 8

    6 - The Productive Practice - Wendy Brookhouse, Black Star Wealth

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    7 - Building an Evolving Financial Planning Practice - 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

  10. 10

    8 - Taking the Next Step in your 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

  11. 11

    9 - A Client Looks at Advisor Value - Robert Gignac, Rich is a State of Mind

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    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 Ethics, Compliance, & Practice Management Theme Pack - 10 Credits

The Ethics, Compliance, & Practice Management theme pack offers advisors 5+ years in the field essential insights for a more ethical, efficient practice. Earn CE Credits easily—just watch, no quizzes needed! Click “Start Theme Pack Now” to get started!

$170.00

Start Theme Pack Now