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
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1
2024 Financial Planner: Intermediate Theme Pack - 15 Credits
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(Included in full purchase)
Financial Planner: Intermediate 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 - Professional Responsibility Applied! 2024 - Alan Hoffman, CE-credits.ca
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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 - 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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4
3 - 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)
Break Time
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(Included in full purchase)
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5
4 - Canada Life My Par Gift - Evan Connell, Canada 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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6
5 - Top Reasons to Choose Empire Life GIF - Ian Kerr, 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)
Break Time
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(Included in full purchase)
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7
6 - What's Going to Happen to Our Child After We've Gone? - John Dowson, LifeTRUST Planning
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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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8
7 - The Estate Enhancement Option - Zainab Sheikh, CPP Foresters
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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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9
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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10
8 - 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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11
9 - Master Your Mindset - Allyson Lee, The Personal Coach
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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 - The Mortgage Tsunami and the Average Household - Rob Ganzhorn, Mortgage Outlet
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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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13
11 - Capital Gains Changes: Impacts and Tax Planning Opportunities for Canadian Individuals - 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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14
12 - Incorporating Canada Life Annuities - Michael Edmison, Canada 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)
Break Time
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(Included in full purchase)
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15
13 - 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)
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16
14 - Probategeist: When Estate Plans get Massacred - Mark O'Farrell, CICEA
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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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17
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 Financial Planner: Intermediate Theme Pack - 15 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!
$225.00