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 - 5 Professional Development &                   1 Business Conduct credits * CSI - 5 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

  1. 1

    2024 High Net Worth Client Planning Theme Pack - 10 Credits

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
  2. 2

    1 - How To Sell a Lobster - Bill Bishop, The Big Idea Company

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
  3. 3

    2 - Modernizing Your Healthcare Insurance - Gino Stirpe, VUMI Canada

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
  4. 4

    3 - Prenuptial & Postnuptial Agreements - Sarah Balram, Flip My Life & Reh Bhanji, Desjardins Financial

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
  5. 5

    4 - Executor Myth Busters Workshop - Jim Kibble, Ontario Estate Consulting Solutions

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
  6. 6

    5 - Financial Planning: Optimize Advise & Succeed - Raphi Zaionz, MyGoals

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
    4. (Included in full purchase)
  7. 7

    Welcome to Part 2

    1. (Included in full purchase)
  8. 8

    6 - When I Say Disability Insurance - Jamie Kendrick, RBC Insurance

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
  9. 9

    7 - Building a High Net Worth Practice - Randy Taylor, Taylormade Leadership

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
  10. 10

    8 - Expert Navigation & Personalized Healthcare Solutions - Kevin Brady, Advica Health

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
  11. 11

    9 - The Shocking Uses of Reverse Mortgages - Andrew Cairns, HomeEquity Bank

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
  12. 12

    10 - Canada Life My Par Gift - Evan Connell, Canada Life

    1. (Included in full purchase)
    2. (Included in full purchase)
    3. (Included in full purchase)
  13. 13

    Congratulations

    1. (Included in full purchase)
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 High Net Worth Client Planning Theme Pack - 10 Credits

Elevate your expertise! Join the High Net Worth Client Planning theme pack to master advanced strategies for affluent clients. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!