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 15 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 presentation:
* FP Canada - 15 Financial Planning credits * Advocis - 15 IAFE Approved credits * MFDA - 10 Professional Development credits * CSI - 10 Professional Development 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 Planning for Clients Under 50 Theme Pack - 15 Credits
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(Included in full purchase)
Planning for Clients Under 50 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 - The Recipe for Success - Gordon Stein, Cashflow Cookbook
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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 - Kid Start - Why Life Insurance for Children? - 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 - Start the CI Conversation - Barry Rubin, 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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5
4 - 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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6
5 - Rethinking How We Talk About Life Insurance - Monica Rehal, 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)
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7
6 - The Beneva Playbook - Barry Rubin, 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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8
7 - Next Generation Planning - David Hutchison, Equitable 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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9
8 - Painting the Picture of Grief - Julie Derks, Inspirational Healing
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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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10
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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11
9 - Choosing the Best Process for Separating Families - Linda Cartier & Gail Belchior, Academy of Financial Divorce Specialists
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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 - 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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13
11 - Empire Life First Home Savings Account - 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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14
12 - Discovering Insurance Needs - Anna Tsepelis, RBC Insurance
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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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15
13 - Strategies to Help Protect the Family Home - Monica Rehal, 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)
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16
14 - Estate Planning: Plan Like the Wealthy - Kaitlyn Hoeksema, Sunlife
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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
15 - Are Your Clients 1 Accident Away From Financial Disaster - Larry Hoover, Louis Meier Insurance Brokers
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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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18
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 Clients Under 50 Theme Pack - 15 Credits
Expand your expertise! Join the Planning for Clients Under 50 theme pack to gain key insights and strategies for younger clients. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!
$225.00