On Demand Webcast Presentation Preview:
Want to learn more about this On Demand Webcast? 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 OD Webcast:
* 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 On Demand Webcast - Desert Edition - 15 CE Credits
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(Included in full purchase)
Desert Edition OD Webcast Overview
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The Rules Governing CE Credits
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Welcome to Part 1
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2
1 - Professional Responsibility Applied! 2024, Alan Hoffman, CE-credits.ca
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Presentation Overview
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Presentation Video
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Presenter Resourses
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3
2 - Making a Suitable Sale - Harley Kizner, Equitable Life
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Presentation Overview
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Presentation Video
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Presenter Resourses
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4
3 - Discovering Insurance Needs - Anna Tsepelis, RBC Insurance
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Presentation Overview
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Presentation Video
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Presenter Resourses
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Break Time
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5
4 - Canada Life My Par Gift - Evan Connell, Canada Life
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Presentation Overview
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Presentation Video
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Presenter Resourses
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6
5 - Capital Gains Changes: Impacts and Tax Planning Opportunities for Donations & CCPCs - Jay Goodis, Tax Templates
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Presentation Overview
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Presentation Video
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Presenter Resourses
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Break Time
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7
6 - The Beneva Playbook - Barry Rubin, Beneva
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Presentation Overview
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Presentation Video
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Presenter Resourses
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8
7 - The Mortgage Tsunami and the Average Household - Rob Ganzhorn, Mortgage Outlet
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Presentation Overview
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Presentation Video
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Presenter Resourses
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Break Time
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9
Welcome to Part 2
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Break Time
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10
8 - Master Your Mindset - Allyson Lee, The Personal Coach
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Presentation Overview
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Presentation Video
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Presenter Resourses
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11
9 - Divorce Financial Planning - Reh Bhanji, Desjardins Financial & Sarah Balram, Flip My Life
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Presentation Overview
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Presentation Video
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12
10 - The Recipe for Success - Gordon Stein, Cashflow Cookbook
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Presentation Overview
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Presentation Video
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Break Time
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13
11 - The Estate Enhancement Option - Zainab Sheikh, CPP Foresters
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Presentation Overview
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Presentation Video
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14
12 - When I Say Disability Insurance - Jamie Kendrick, RBC Insurance
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Presentation Overview
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Presentation Video
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Presenter Resourses
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Break Time
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15
13 - Success Stories in the Upper Market - Chris Paterson, Beneva
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Presentation Overview
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Presentation Video
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Presenter Resourses
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16
14 - Financial Planning: Optimize Advise & Succeed - Raphi Zaionz, MyGoals
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Presentation Overview
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Presentation Video
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Presenter Resourses
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17
Congratulations
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Congratulations
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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 On Demand Webcast Desert Edition
Don’t miss out! Join the 2024 On Demand Webcast - Desert Edition. Earn 15 CE Credits on your schedule, anywhere, on any device. Click “Start Webcast Now” to register and elevate your expertise!
$235.00