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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 Professional Development credit (in bundles/packs) * CSI - 1 Professional Development 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
Prenuptial & Postnuptial Agreements
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(Included in full purchase)
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: Sarah Balram
Empowering Canadians to Triumph through Life's Transitions, Sarah Balram is a beacon of resilience and transformation. As a Certified Financial Planner (CFP) specializing in marriage, divorce, and business, Sarah's mission is clear: to guide her clients through the turbulent waters of change and help them emerge stronger, wealthier, and wiser. As the visionary force behind Flip My Life, Sarah has earned acclaim for her innovative and holistic financial planning solutions. Her expertise as a Certified Divorce Financial Analyst (CDFA) and a Certified Financial Divorce Specialist (CFDS) equips her to deftly navigate the complex financial landscapes of divorce and separation, ensuring her clients emerge with their financial futures intact. Sarah's passion lies in not just safeguarding wealth, but in cultivating it, nurturing it, and watching it flourish. Through strategic partnerships and a holistic approach, she addresses every facet of her clients' financial concerns, empowering them to embrace their financial destinies with confidence and clarity.
About the Presenter: Reh Bhanji
Reh Bhanji, CFP, CLU is a National Best Practice Leader with Desjardins and has been instrumental in coaching sales teams across Canada to reach new levels of sales performance. Reh has been employed with Desjardins Insurance for over 20 Years. He has been a Platform Speaker at the 1st Canada Sales Congress in Toronto, Canada. You can catch Reh, hosting The Discovery Series Webcasts & Discovery Series Unplugged Podcast where some of the best sales ideas are shared with Top Performing Advisors in the industry!!!
Prenuptial & Postnuptial Agreements
Ready to enhance your financial planning strategies? Join our course to learn how to incorporate Prenuptial and Postnuptial agreements into your client conversations, preserving assets and strengthening relationships. Click “Enroll Now” and add powerful value to your practice!
$20.00