On Demand Webcast Presentation Preview:

Want to learn more about this On Demand Webcast? See the Agenda 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 14 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 OD Webcast:

* FP Canada - 13 Financial Planning & 2 Professional Responsibility credits * Advocis - 13 IAFE Approved & 2 Ethics credits * FSRA - 15 FSRA Approved credits * ICS - 15 Life Insurance credits * ICM - 15 Life Insurance credits & acceptable to many other organizations.

Curriculum

17 Chapters · 65 Lessons

  1. 1

    2023 On Demand Webcast - Holiday Edition - 15 CE Credits

    1. (Included in full purchase)

      Holiday Edition OD Webcast Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

    3. (Included in full purchase)

      Welcome to Part 1

  2. 2

    1 - 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)

      Outro / Intro

    4. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - In Sync with Your Client Ahead of Life Transitions - Marc Seguin, Advocacy in Aging

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Outro / Intro

    4. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - 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)

      Outro / Intro

    4. (Included in full purchase)

      Presenter Resourses

  5. 5

    4 - Improving Employee Financial Health - Stephanie Holmes-Winton, CacheFlo

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Intro

    3. (Included in full purchase)

      Presentation Video

    4. (Included in full purchase)

      Outro / Intro

    5. (Included in full purchase)

      Presenter Resourses

  6. 6

    5 - Simple Fast + Easy with Stability - Mike Liem, Empire Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Outro / Intro

    4. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - AML Measures Made Simple - Matt McGuire, The AML Shop

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Intro

    3. (Included in full purchase)

      Presentation Video

    4. (Included in full purchase)

      Outro / Intro

    5. (Included in full purchase)

      Presenter Resourses

  8. 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)

      Outro / Intro

    4. (Included in full purchase)

      Presenter Resourses

  9. 9

    Welcome to Part 2

    1. (Included in full purchase)

      Welcome to Part 2

  10. 10

    8 - 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)

      Outro / Intro

    4. (Included in full purchase)

      Presenter Resourses

  11. 11

    9 - Legacy Planning Using the 1-Pay Strategy - David Hutchison, Equitable Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Outro / Intro

    4. (Included in full purchase)

      Presenter Resourses

  12. 12

    10 - 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)

      Outro / Intro

    4. (Included in full purchase)

      Presenter Resourses

  13. 13

    11 - 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)

      Intro

    3. (Included in full purchase)

      Presentation Video

    4. (Included in full purchase)

      Outro / Intro

    5. (Included in full purchase)

      Presenter Resourses

  14. 14

    12 - CI Insurance: Common Challenges & Solutions - Zainab Sheikh, CPP Foresters

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Outro / Intro

    4. (Included in full purchase)

      Presenter Resourses

  15. 15

    13 - The NEW Beneva Savings and Investment Solutions - Harley Kizner, Beneva

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Intro

    3. (Included in full purchase)

      Presentation Video

    4. (Included in full purchase)

      Outro / Intro

    5. (Included in full purchase)

      Presenter Resourses

  16. 16

    14 - Mortality Reality (After) - Greg Barnsdale, Do Not Ignore Your Mortality

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Outro / Intro

    4. (Included in full purchase)

      Presenter Resourses

  17. 17

    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 On Demand Webcast  Holiday Edition

Don’t miss out! Join the 2023 On Demand Webcast - Holiday Edition. Earn 15 CE Credits on your schedule, anywhere, on any device. Click 'Start Webcast Now' now to register and elevate your expertise!

$225.00

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