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CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

  1. 1

    Empire Life First Home Savings Account

    1. (Included in full purchase)

      Introduction and Instructions

    2. (Included in full purchase)

      The Rules Governing CE Credits

    3. (Included in full purchase)

      Presentation Overview

    4. (Included in full purchase)

      Presentation Video

    5. (Included in full purchase)

      Presenter Resourses

Alan Hoffman

About the Presenter: Ian Kerr

Ian brings extensive investment knowledge and experience to the advisor partnership. His responsibilities are to advisors in the MGA and National Accounts distribution channels. Among these responsibilities are providing education on investment product offerings and ongoing enhancements, with a focus on assisting in the building of quality investment practices. Ian holds a B.Sc. Finance from Alabama State University, where he attended on a golf scholarship. Ian is a past board member with the Herbie Fund through the Hospital for Sick Kids. Currently, he is a member and past chairperson of the Proud Partners Golf committee where all proceeds go toward supporting the construction of the new Mackenzie Health hospital in Vaughan, Ontario.

Empire Life First Home Savings Account

Want to help clients grow assets and address income leakage? Join our course to learn how Empire Life's FHSA and innovative strategies can enhance your practice, build stronger client relationships, and create efficient portfolios. Click “Start Course Now” to get started!

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