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How to Earn Your CE Credit?
This is a simple 3 step process 1. Watch the full presentation video 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 presentation:
* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Business Conduct Non-Ethics credit (in bundles/packs) * CSI - 1 Compliance credits (in bundles/packs) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.
Curriculum
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1
Probategeist: When Estate Plans get Massacred
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Introduction and Instructions
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The Rules Governing CE Credits
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Presentation Overview
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Presentation Video
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Presenter Resourses
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About the Presenter: Mark O'Farrell
Mark is CEO of the Canadian Institute of Certified Executor Advisors, current board Chair of the Certified Executor Advisor Network (CEAN), a member of Advocis (The Financial Advisors Association of Canada), the Society of Trust and Estate Practitioners (STEP), the Canadian Association of Gift Planners (CAGP), and a past member of the Conference for Advanced Life Underwriting (CALU). He has been speaking about estate issues and the important role of executors for more than 30 years.
Probategeist: When Estate Plans get Massacred
Ready to help your clients avoid estate planning mistakes? Join our course to learn from high-profile estate failures, uncover what went wrong, and gain the insights needed to guide your clients toward better planning. Click “Enroll Now” to get started!
$20.00