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 - 8 Professional Development &                   1 Business Conduct credits * CSI - 8 Professional Development & 1 Compliance credits * FSRA - 10 FSRA Approved credits * ICS - 10 Life Insurance credits * ICM - 10 Life Insurance credits & acceptable to many other organizations.

Curriculum

13 Chapters · 38 Lessons

  1. 1

    2024 Financial Planner: Intermediate Theme Pack - 10 Credits

    1. (Included in full purchase)

      Financial Planner: Intermediate Theme Pack Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

    3. (Included in full purchase)

      Welcome to Part 1

  2. 2

    A - How Selling Underground Furniture Morphed into the Mortality Mindset Movement - Greg Barnsdale, Do Not Ignore Your Mortality

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    B - 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. 4

    C - The $1 Trillion Wealth Transfer That Wasn't - Chris Paterson, Beneva

    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

    D - Rethinking How We Talk About Life Insurance - Monica Rehal, CPP Foresters

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    E - The Holy Grail of Personal Health Insurance Information - Evan Morgan, CompareHealth.ca

    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

  7. 7

    Welcome to Part 2

    1. (Included in full purchase)

      Welcome to Part 2

  8. 8

    F - Discovering Insurance Needs - Anna Tsepelis, RBC Insurance

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    G - Divorce Financial Planning - Reh Bhanji, Desjardins Financial & Sarah Balram, Flip My Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  10. 10

    H - 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

    4. (Included in full purchase)

      Break Time

  11. 11

    I - Painting the Picture of Grief - Julie Derks, Inspirational Healing

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    J - 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

  13. 13

    Congratulations

    1. (Included in full purchase)

      Congratulations

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 Financial Planner: Intermediate Theme Pack - 10 Credits

Enhance your expertise! Join the Financial Planner: Intermediate Theme Pack for 10+ years’ advisors. Gain valuable insights, earn CE Credits easily—just watch, no quizzes required! Join to explore new information.  Click “Start Theme Pack Now” to get started!

$170.00

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