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: 15h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 14 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 - 13 Financial Planning & 2 Professional Responsibility credits * Advocis - 13 IAFE Approved & 2 Ethics credits * MFDA - 9 Professional Development & 1 Business Conduct & 2 Business Conduct Ethics credits * CSI - 9 Professional Development & 3 Compliance credits * FSRA - 15 FSRA Approved credits * ICS - 15 Life Insurance credits * ICM - 15 Life Insurance credits & acceptable to many other organizations.

Curriculum

17 Chapters · 52 Lessons

  1. 1

    2024 Financial Planner: Advanced Theme Pack - 15 Credits

    1. (Included in full purchase)

      Financial Planner: Advanced Theme Pack Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

    3. (Included in full purchase)

      Welcome to Part 1

  2. 2

    1 - Professional Responsibility Applied! 2024 - Alan Hoffman, CE-credits.ca

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

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

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Success Stories in the Upper Market - 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

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

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

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

    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

    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 - The Psychology Of Retirement - Mike Drak, Booming Encore

    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

  9. 9

    Welcome to Part 2

    1. (Included in full purchase)

      Welcome to Part 2

  10. 10

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

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  11. 11

    9 - 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

  12. 12

    10 - T100, Solutions 100, & Winning Business with Par - Mike Liem, Empire Life

    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

  13. 13

    11 - Capital Gains Changes: Impacts and Tax Planning Opportunities for Donations & CCPCs - Jay Goodis, Tax Templates

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  14. 14

    12 - Business Owner and Professional Corporate Solutions Using the RCA & IPP - Clark Steffy & Muneer Feeroze, Canadian Benefits Associates

    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

  15. 15

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

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  16. 16

    14 - Is Strategic Philanthropy Part of Your Clients' Estate Planning - Mark Halpern, WEALTHinsurance.com

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  17. 17

    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: Advanced Theme Pack - 15 Credits

Enhance your expertise!  This Theme Pack offers seasoned advisors (15+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.  Join to explore new information.  Click “Start Theme Pack Now” to get started!

$225.00

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