Presentation Preview:
Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 8m
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
Discovering Insurance Needs
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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: Anna Tsepelis
Anna has been in the financial services space for over fifteen years, always having gravitated towards the estate planning process, risk management and helping families and businesses preserve their wealth, while supporting brokers in Ontario. Anna’s educational background includes an Honours Bachelor of Arts from the University of Toronto and CLU and CHS designations. She lives in Toronto with her husband Edmund and her dog, Bailey.”
Discovering Insurance Needs
Don't wait to plan your client's estate. Start the conversation today about reducing taxes and simplifying asset transfer. Explore RBC's flexible life insurance solutions to protect their legacy and secure their future. Click “Enroll Now” to get started!
$20.00