Theme Pack Presentation Overview:
Want to learn more about this Theme Pack? Click the video to the left to get an overview! Combined presentation time: 10h
How to Earn Your CE Credits?
This is a simple 3 step process 1. Watch all 10 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 this Theme Pack:
* FP Canada - 10 Financial Planning credits * Advocis - 10 IAFE Approved credits * MFDA - 7 Professional Development credits * CSI - 7 Professional Development credits * FSRA - 10 FSRA Approved credits * ICS - 10 Life Insurance credits * ICM - 10 Life Insurance credits & acceptable to many other organizations.
Curriculum
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1
2024 Planning for Business Owners Theme Pack - 10 CE Credits
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(Included in full purchase)
Planning for Business Owners Theme Pack Overview
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(Included in full purchase)
The Rules Governing CE Credits
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(Included in full purchase)
Welcome to Part 1
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(Included in full purchase)
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2
1 - Cash Flow Planning for Business Owners, Stephanie Holmes-Winton, CacheFlo
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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3
2 - T100, Solutions 100, & Winning Business with Par - Mike Liem, Empire Life
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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4
3 - The Psychology Of Retirement - Mike Drak, Booming Encore
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
Break Time
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(Included in full purchase)
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5
4 - Business Owner and Professional Corporate Solutions Using the RCA & IPP - Clark Steffy & Muneer Feeroze, Canadian Benefits Associates
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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6
5 - ivari Universal - Josie Malandrino, ivari
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
Break Time
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(Included in full purchase)
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7
Welcome to Part 2
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(Included in full purchase)
Welcome to Part 2
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(Included in full purchase)
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8
6 - Success Stories in the Upper Market - Chris Paterson, Beneva
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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9
7 - Group Benefits' Perfect Storm - Adam Hussey, Blendable
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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10
8 - Expert Navigation & Personalized Healthcare Solutions - Kevin Brady, Advica Health
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
Break Time
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(Included in full purchase)
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11
9 - Capital Gains Changes: Impacts and Tax Planning Opportunities for Donations & CCPCs - Jay Goodis, Tax Templates
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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12
10 - IPP / RCA - What's Changed? - Clark Steffy, Canadian Benefits Associates
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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13
Congratulations
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(Included in full purchase)
Congratulations
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(Included in full purchase)
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 Planning for Business Owners Theme Pack - 10 Credits
Take your expertise to the next level! Join the Planning for Business Owners theme pack to master strategies for complex client needs. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!
$170.00