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: 5h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 5 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 - 5 Financial Planning credits * Advocis - 5 IAFE Approved credits * MFDA - 3 Professional Development & 1 Business Conduct credits * CSI - 3 Professional Development & 1 Compliance credits * FSRA - 5 FSRA Approved credits * ICS - 5 Life Insurance credits * ICM - 5 Life Insurance credits & acceptable to many other organizations.

Curriculum

7 Chapters · 20 Lessons

  1. 1

    2024 Financial Advisor: Level 1 Theme Pack - 5 Credits

    1. (Included in full purchase)

      Financial Advisor: Level 1 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 - Treating Your Clients Fairly - 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

  3. 3

    B - Estate Planning: Plan Like the Wealthy - Kaitlyn Hoeksema, Sunlife

    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 Beneva Playbook - Barry Rubin, 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 - Strategies to Help Protect the Family Home - 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 - 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

  7. 7

    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 Advisor: Level 1 Theme Pack - 5 Credits

Start building your expertise! Join the Financial Advisor: Level 1 theme pack to master foundational insurance solutions. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!

$95.00

Start Theme Pack Now