Bundle Presentation Overview:

Want to learn more about this Bundle? Click the video to the left to get an overview! Combined presentation time: 8h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 8 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 - 28 Financial Planning credits &                           2 Professional Responsibility credits * Advocis - 28 IAFE Approved credits &                     2 IAFE Approved Ethics Credits * MFDA - 13 Professional Development credits &                  2 Business Conduct Ethics credits * CSI - 13 Professional Development credits &              2 Compliance credits * FSRA - 30 FSRA Approved credits * ICS - 30 Life Insurance credits * ICM - 30 Life Insurance credits & acceptable to many other organizations.

Curriculum

10 Chapters · 29 Lessons

  1. 1

    CLU/FSRA Bundle - 2024 Presentations - Part 1 of 4 - 8 CE Credits

    1. (Included in full purchase)

      CLU/FSRA Bundle Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

    3. (Included in full purchase)

      Welcome to Part 1

  2. 2

    1 - Cash Flow Planning for Business Owners, Stephanie Holmes-Winton, CacheFlo

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - T100, Solutions 100, & Winning Business with Par - Mike Liem, Empire Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 -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

  5. 5

    4 - How Selling Underground Furniture Morphed into the Mortality Mindset Movement - 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)

      Presenter Resourses

    4. (Included in full purchase)

      Break Time

  6. 6

    5 - Next Generation Planning - David Hutchison, Equitable Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - ivari Universal - Josie Malandrino, ivari

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  8. 8

    7 - 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

  9. 9

    8 - 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

  10. 10

    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 CLU/FSRA Bundle - Part 1

Enroll in this comprehensive bundle to meet all CE requirements for the CLU Designation, Ontario & BC Life Licenses, and CFP Certification. Complete 4 curated parts and secure a full 30 CE Credits. Plus, enjoy unlimited access to CE-Now.ca's On Demand courses for the rest of the year—at no extra cost! Start now and stay ahead in your professional growth—join the bundle today!

$369.00 / year

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