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 Credits?

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 - 26 Financial Planning credits &                          2 Professional Responsibility credits * Advocis - 26 IAFE Approved credits &                     2 IAFE Approved Ethics Credits * MFDA - 20 Professional Development credits &                  6 Business Conduct Non-Ethics credits &                  2 Business Conduct Ethics credits * CSI - 20 Professional Development credits &              8 Compliance credits * FSRA - 28 FSRA Approved credits * ICS - 28 Life Insurance credits * ICM - 28 Life Insurance credits & acceptable to many other organizations.

Curriculum

9 Chapters · 26 Lessons

  1. 1

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

    1. (Included in full purchase)

      MFDA 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 - Supporting Your Clients Through Aging Life Transitions - Marc Seguin, Advocacy in Aging

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Choosing the Best Process for Separating Families - Linda Cartier & Gail Belchior, Academy of Financial Divorce Specialists

    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 - AML, FINTRAC, & That Great Big Thing - Matt McGuire, The AML Shop

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    5 - 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

  7. 7

    6 - Add $10M Under Management with Existing Clients - Barry Gordon, Gordon Downsizing & Estate Services

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  8. 8

    7 - Beneficiary Designation Essentials - Kathryn Bennett, Desjardins Financial

    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 MFDA Bundle - Part 1

Ready to meet your MFDA CE requirements? Enroll now in this comprehensive 4-part bundle, earn 28 CE credits, and get unlimited access to CE-Now.ca for the rest of the year.  Start now and stay ahead in your professional growth—join the bundle today!

$369.00 / year

Start Bundle Now