Bundle Presentation Overview:

Want to learn more about this Bundle? Click the video to the left to get an overview! Combined presentation time: 7h

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch all 7 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 all 4 Parts of the Bundle:

* FP Canada - 23 Financial Planning credits &                          2 Professional Responsibility credits * Advocis - 23 IAFE Approved credits &                     2 IAFE Approved Ethics Credits * MFDA - 13 Professional Development credits &                  3 Business Conduct Non-Ethics credits &                  2 Business Conduct Ethics credits * CSI - 13 Professional Development credits &             5 Compliance credits * FSRA - 25 FSRA Approved credits * ICS - 25 Life Insurance credits * ICM - 25 Life Insurance credits & acceptable to many other organizations.

Curriculum

9 Chapters · 26 Lessons

  1. 1

    CFP Bundle - 2024 Presentations - Part 1 of 4 - 7 CE Credits

    1. (Included in full purchase)

      CFP Bundle Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

    3. (Included in full purchase)

      Welcome to Part 1

  2. 2

    1 - The Recipe for Success - Gordon Stein, Cashflow Cookbook

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - Rethinking How We Talk About Life Insurance - Monica Rehal, CPP Foresters

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Group Benefits' Perfect Storm - Adam Hussey, Blendable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

    4. (Included in full purchase)

      Break Time

  5. 5

    4 -Expert Navigation & Personalized Healthcare Solutions - Kevin Brady, Advica Health

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    5 - Are Your Clients 1 Accident Away 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

  7. 7

    6 - The Shocking Uses of Reverse Mortgages - 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

  8. 8

    7 - Building a High Net Worth Practice - Randy Taylor, Taylormade Leadership

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    Request Access To Part 2

    1. (Included in full purchase)

      Request Access to Part 2

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.

2024 CFP Bundle - Part 1

Enroll in this all-in-one bundle to fulfill your CFP and QAFP CE requirements with ease. Complete 4 parts to earn the full 25 CE Credits. Plus, get unlimited access to CE-Now.ca’s On Demand courses for the rest of the calendar year at no extra charge! Start now and stay ahead in your professional growth—join the bundle today!

$369.00 / year

Start Bundle Now