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: 15h
How to Earn Your CE Credits?
This is a simple 3 step process 1. Watch all 15 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 - 15 Financial Planning credits * Advocis - 15 IAFE Approved credits * FSRA - 15 FSRA Approved credits * ICS - 15 Life Insurance credits * ICM - 15 Life Insurance credits & acceptable to many other organizations.
Curriculum
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1
2023 Financial Planner: Intermediate Theme Pack - 15 Credits
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(Included in full purchase)
Financial Planner: Intermediate Theme Pack Overview
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(Included in full purchase)
The Rules Governing CE Credits
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(Included in full purchase)
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2
1 - Building an Evolving Financial Planning Practice - Alan Hoffman, CE-credits.ca
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Exit Surveys for your Presenters
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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3
2 - The Foresters Advantage - Zainab Sheikh, CPP Foresters
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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4
3 - Protecting your Clients from Financial Disaster - Larry Hoover, Louis Meier Insurance Broker
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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5
4 - The NEW Beneva Savings and Investments Solutions - Harley Kizner, Beneva
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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6
5 - Debt Management for Wealth Advisors - Stephanie Holmes-Winton, CacheFlo
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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7
6 - Giving Grief a Voice - Julie Derks, Inspirational Healing
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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8
7 - Empire LIfe Segregated Funds Sweet Spots - Ian Kerr, Empire Life
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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9
8 - Mortality Reality (Before) - Greg Barnsdale, Do Not Ignore Your Mortality
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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10
Welcome to Part 2
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(Included in full purchase)
Break Time
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(Included in full purchase)
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11
9 - A Client Looks at Advisor Value - Robert Gignac, Rich is a State of Mind
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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12
10 - Safety in Numbers - Shawn Redford, Beneva
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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13
11 - Accelerating Client Wealth and Your Assets Under Management - Gordon Stein, Cashflow Cookbook
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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14
12 - Disability Estate Planning for 1 in 10 Canadians - Ken Pope & Dianne Verano, K Pope Law
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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15
13 - Supporting Families in Transition Through Separation and Divorce - Linda Cartier, Academy of Financial Divorce Specialists
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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16
14 - C.I. Insurance: Common Challenges and Solutions - Zainab Sheikh, CPP Foresters
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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17
15 - Tips and Traps for Choosing an Executor - Jim Kibble, Ontario Estate Consulting Solutions
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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18
Congratulations
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(Included in full purchase)
Congratulations!
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(Included in full purchase)
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 Financial Planner: Intermediate Theme Pack - 15 Credits
Enhance your expertise! Join the Financial Planner: Intermediate Theme Pack for 10+ years’ advisors. Gain valuable insights, earn CE Credits easily—just watch, no quizzes required! Join to explore new information. Click “Start Theme Pack Now” to get started!
$225.00