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 - 8 Professional Development & 1 Business Conduct & 2 Business Conduct Ethics credits * CSI - 8 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 - Forest Edition - 15 CE Credits
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(Included in full purchase)
Forest Edition On Demand 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 - Your Whole Life Advantage - Zainab Sheikh, CPP Foresters
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Presentation Overview
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Presentation Video
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Presenter Resourses
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4
3 - Treating Your Clients Fairly - 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 - Business Owner and Professional Corporate Solutions Using the RCA & IPP - Clark Steffy & Muneer Feeroze, Canadian Benefits Associates
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Presentation Overview
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Presentation Video
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Presenter Resourses
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6
5 - Start the CI Conversation - Barry Rubin, Beneva
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Presentation Overview
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Presentation Video
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Break Time
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7
6 - Empire Life First Home Savings Account - Ian Kerr, Empire Life
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Presentation Overview
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Presentation Video
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Presenter Resourses
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8
7 - Capital Gains Changes: Impacts and Tax Planning Opportunities for Canadian Individuals - 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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9
Welcome to Part 2
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Welcome to Part 2
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10
8 - Building Strong Client Connections with Your Brand - April Levitt & Kelly Maxwell, The Personal Coach
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Presentation Overview
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Presentation Video
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11
9 - Kid Start: Why Life Insurance for Children? - Mike Liem, Empire Life
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Presentation Overview
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Presentation Video
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12
10 - What's Going to Happen to Our Child After We've Gone? - John Dowson, LifeTRUST Planning
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Presentation Overview
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Presentation Video
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Break Time
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13
11 - Incorporating Canada Life Annuities - Mike Edmison, Canada Life
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Presentation Overview
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Presentation Video
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14
12 - Do Not Ignore Your Mortality - Greg Barnsdale, Do Not Ignore Your Mortality
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Presentation Overview
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Presentation Video
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Break Time
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15
13 - Add $10M Under Management with Existing Clients - Barry Gordon, Gordon Downsizing
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Presentation Overview
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Presentation Video
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Presenter Resourses
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16
14 - Is Strategic Philanthropy Part of Your Clients' Estate Planning - Mark Halpern, WEALTHinsurance.com
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Presentation Overview
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Presentation Video
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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 Forest Edition
Don’t miss out! Join the 2024 On Demand Webcast - Forest Edition. Earn 15 CE Credits on your schedule, anywhere, on any device. Click 'Start Webcast Now' to register and elevate your expertise!
$235.00