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: 5h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 5 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 - 5 Financial Planning credits * Advocis - 5 IAFE Approved credits * MFDA - 5 Professional Development credits * CSI - 5 Professional Development credits * FSRA - 5 FSRA Approved credits * ICS - 5 Life Insurance credits * ICM - 5 Life Insurance credits & acceptable to many other organizations.

Curriculum

7 Chapters · 19 Lessons

  1. 1

    2023 High Net Worth Client Planning Theme Pack - 5 Credits

    1. (Included in full purchase)

      High Net Worth Client Planning Theme Pack Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

  2. 2

    1 - Accelerating Client Wealth and Your Assets Under Management - Gordon Stein, Cashflow Cookbook

    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 - 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

  5. 5

    4 - Surprising Reverse Mortgage Trends in HNW Planning - Andrew Cairns, HomeEquity Bank

    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

    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 High Net Worth Client Planning Theme Pack - 5 Credits

Elevate your expertise! Join the High Net Worth Client Planning theme pack to master advanced strategies for affluent clients. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!

$95.00

Start Theme Pack Now