2025 Unlimited CE Plan

All Courses, Bundles

NEW! 2025 MFDA Bundle (Part 1 of 4) - 28 CE Credits

Part 1 of 4. This bundle meets MFDA CE requirements (PD, BC, BC-E) and includes 28 credits across 4 parts. Enrollment includes the Unlimited CE Plan until Jan 1 of next year. Access any other courses at no extra cost!

All Courses, Theme Packs

NEW! 2025 Financial Planner: Advanced Theme Pack - 5 CE Credits

Course

This Theme Pack offers seasoned advisors (15+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.

All Courses, Theme Packs

NEW! 2025 Financial Planner: Intermediate Theme Pack - 5 CE Credits

Course

The Financial Planner: Intermediate Theme Pack is perfect for advisors with 10+ years of experience. Gain fresh insights to better serve your clients and earn CE Credits easily—just watch, no quizzes required!

All Courses, Theme Packs

NEW! 2025 Financial Advisor: Fundamentals Theme Pack - 5 CE Credits

Course

The Financial Advisor: Fundamentals Theme Pack is ideal for advisors with 5 years or less experience. Gain insights into foundational insurance solutions. Just watch these engaging presentations, anytime, anywhere, and on any device.

All Courses, Theme Packs

NEW! 2025 Estate Planning Theme Pack - 10 CE Credits

Course

The Estate Planning theme pack is ideal for advisors with 10+ years of experience. Gain advanced insights to help clients craft effective estate plans. Earn CE Credits effortlessly—just watch, no quizzes required!

All Courses, Theme Packs

NEW! 2025 Retirement Planning Theme Pack - 10 CE Credits

Course

The Retirement Planning Theme Pack is perfect for advisors with 5+ years of experience. Gain insights to help clients make smarter investment decisions. Earn CE Credits effortlessly—just watch, no quizzes required!

All Courses, Theme Packs

NEW! 2025 Planning for Clients Over 65 Theme Pack - 10 CE Credits

Course

The Planning for Clients Over 65 theme pack offers seasoned advisors (10+ years) vital insights into the evolving needs of aging clients. Earn CE Credits effortlessly—just watch, no quizzes required!

All Courses, Theme Packs

NEW! 2025 Planning for Clients Under 50 Theme Pack - 15 CE Credits

Course

The Planning for Clients Under 50 theme pack equips advisors (5+ years) with essential insights and strategies for younger clients. Earn CE Credits effortlessly—just watch, no quizzes required!

All Courses, Theme Packs

NEW! 2025 High Net Worth Client Planning Theme Pack - 10 CE Credits

Course

The High Net Worth Client Planning theme pack is perfect for experienced planners (10+ years). Gain advanced strategies to meet complex needs of your affluent clients and earn CE Credits effortlessly—just watch, no quizzes required!

All Courses, Theme Packs

NEW! 2025 Planning for Business Owners Theme Pack - 10 CE Credits

Course

The Planning for Business Owners theme pack is ideal for seasoned advisors (10+ years). Gain valuable insights to address complex needs of your business owner clients. Earn CE Credits easily—just watch, no quizzes required

All Courses, Theme Packs

NEW! 2025 Ethics, Compliance & Practice Mgmt Theme Pack - 15 CE Credits

Course

The Ethics, Compliance, + Practice Management Theme Pack offers advisors 5+ years in the field essential insights for a more ethical, efficient practice. Earn CE Credits easily—just watch, no quizzes needed!

All Courses, Theme Packs

NEW! 2025 Financial Planner: Advanced Theme Pack - 15 CE Credits

Course

This Theme Pack offers seasoned advisors (15+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.

All Courses, Theme Packs

NEW! 2025 Financial Planner: Intermediate Theme Pack - 15 CE Credits

Course

This Theme Pack offers seasoned advisors (10+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.

All Courses, Theme Packs

NEW! 2025 Financial Advisor: Fundamentals Theme Pack - 15 CE Credits

Course

The Financial Advisor: Fundamentals Theme Pack is ideal for advisors with 5 years or less experience. Gain insights into foundational insurance solutions. Just watch these engaging presentations, anytime, anywhere, and on any device.

All Courses, On Demand Webcasts

NEW! 2025 Ruby Edition OD Webcast - 15 CE Credits

Course

Watch the great presentations in the Ruby Edition that provides you with new and relevant information your business needs for 2025 and beyond! Earn 15 CE Credits on your own schedule from the convenience of your home or office and any device.

All Courses, Bundles

NEW! 2025 CFP Bundle (Part 1 of 4) - 25 CE Credits

Course

Earn 25 CE Credits for CFP and QAFP requirements with this 4-part bundle. Enrollment includes the Unlimited CE Plan until Jan 1 of next year. Access any other courses at no extra cost!

All Courses, Bundles

NEW! 2025 CLU/FSRA Bundle (Part 1 of 4) - 30 CE Credits

Course

Part 1 of 4. This bundle meets CLU + FSRA CE requirements (Ethics, IAFE) and includes 30 credits across 4 parts. Enrollment includes the Unlimited CE Plan until Jan 1 of next year. Access any other courses at no extra cost!

All Courses, Unique Presentations

NEW! Professional Responsibility Applied! 2025

Course

This case study-based presentation provides the annual update for 2025 on the Professional Responsibility of Financial Advisors across the industry. This presentation provides the 2 mandatory Professional Responsibility credits CFPs require.

All Courses, Bundles

NEW! 2025 MFDA Business Conduct Bundle - 8 CE Credits

Course

Get all the MFDA Business Conduct CE Credits you need! This 7-presentation bundle provides 8 CE Credits, ensuring compliance for your next cycle. Designed for those with 20 Professional Development credits completed.

All Courses, On Demand Webcasts

NEW! 2025 Pearl Edition OD Webcast - 15 CE Credits

Course

Watch the great presentations in the Pearl Edition that provides you with new and relevant information your business needs for 2025 and beyond! Earn 15 CE Credits (inc 2 CFP Professional Responsibility credits) on your own schedule.

All Courses, On Demand Webcasts

NEW! 2025 Sapphire Edition OD Webcast - 15 CE Credits

Course

Watch the great presentations in the Sapphire Edition that provides you with new and relevant information your business needs for 2025 and beyond! Earn 15 CE Credits on your own schedule from the convenience of your home or office and any device.

All Courses, On Demand Webcasts

NEW! 2025 Jade Edition OD Webcast - 15 CE Credits

Course

Watch the great presentations in the Jade Edition that provides you with new and relevant information your business needs for 2025 and beyond! Earn 15 CE Credits on your own schedule from the convenience of your home or office and any device.

All Courses, Bundles

2024 CLU/FSRA Bundle (Part 1 of 4) - 30 CE Credits

Course

Part 1 of 4. This bundle meets CLU + FSRA CE requirements (Ethics, IAFE) and includes 30 credits across 4 parts. Enrollment includes the Unlimited CE Plan until Jan 1 of next year. Access any other On Demand courses at no extra cost!

All Courses, Bundles

2024 MFDA Bundle (Part 1 of 4) - 28 CE Credits

Course

Part 1 of 4. This bundle meets MFDA CE requirements (PD, BC, BC-E) and includes 28 credits across 4 parts. Enrollment includes the Unlimited CE Plan until Jan 1 of next year. Access any other On Demand courses at no extra cost!

All Courses, Bundles

2024 CFP Bundle (Part 1 of 4) - 25 CE Credits

Course

2024 CFP Bundle Part 1 of 4. Earn 25 CE Credits for CFP and QAFP requirements with this 4-part bundle. Enrollment includes the Unlimited CE Plan until Jan 1 of next year. Access any other On Demand courses at no extra cost!

All Courses, Bundles

2024 AIC Life Bundle - 15 CE Credits

Course

This bundle is built with the AIC Alberta Life License CE Requirements in mind. This bundle has been pre-set with presentations and CE Credits that will provide all CE Credits required by AIC for the Alberta Life License.

All Courses, Bundles

2024 AIC A&S Bundle - 10 CE Credits

Course

This bundle is built with the AIC Alberta A&S License CE Requirements in mind. This bundle has been pre-set with presentations and CE Credits that will provide 10 CE Credits required by AIC for the Alberta Life License.

All Courses, On Demand Webcasts

2024 OD Webcast - Ocean Edition - 15 CE Credits

Course

Watch the great presentations in the Ocean Edition that provides you with new and relevant information your business needs for 2024 and beyond! Earn 15 CE Credits on your own schedule from the convenience of your home or office and any device.

All Courses, On Demand Webcasts

2024 OD Webcast - Mountain Edition - 15 CE Credits

Course

Watch the great presentations in the Mountain Edition that provides you with new and relevant information your business needs for 2024 and beyond! Earn 15 CE Credits on your own schedule from the convenience of your home or office and any device.

All Courses, On Demand Webcasts

2024 OD Webcast - Forest Edition - 15 CE Credits

Course

Watch the great presentations in the Forest Edition that provides you with new and relevant information your business needs for 2024 and beyond! Earn 15 CE Credits on your own schedule from the convenience of your home or office and any device.

All Courses, On Demand Webcasts

2024 OD Webcast - Desert Edition - 15 CE Credits

Course

Watch the great presentations in the Desert Edition that provides you with new and relevant information your business needs for 2024 and beyond! Earn 15 CE Credits on your own schedule from the convenience of your home or office and any device.

All Courses, Theme Packs

2024 Financial Planner: Intermediate Theme Pack - 15 CE Credits

Course

This Theme Pack offers seasoned advisors (10+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.

All Courses, Theme Packs

2024 Financial Planner: Advanced Theme Pack - 15 CE Credits

Course

This Theme Pack offers seasoned advisors (15+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.

All Courses, Theme Packs

2024 Ethics, Compliance & Practice Mgmt Theme Pack - 15 CE Credits

Course

The Ethics, Compliance, + Practice Management Theme Pack offers advisors 5+ years in the field essential insights for a more ethical, efficient practice. Earn CE Credits easily—just watch, no quizzes needed!

All Courses, Theme Packs

2024 Planning for Clients Under 50 Theme Pack - 15 CE Credits

Course

The Planning for Clients Under 50 theme pack equips advisors (5+ years) with essential insights and strategies for younger clients. Earn CE Credits effortlessly—just watch, no quizzes required!

All Courses, Theme Packs

2024 Planning for Clients Over 65 Theme Pack - 15 CE Credits

Course

The Planning for Clients Over 65 theme pack offers seasoned advisors (10+ years) vital insights into the evolving needs of aging clients. Earn CE Credits effortlessly—just watch, no quizzes required!

All Courses, Theme Packs

2024 Financial Advisor: Level 1 Theme Pack - 10 CE Credits

Course

The Financial Advisor: Level 1 theme pack is ideal for advisors with 5 years or less experience. Gain insights into foundational insurance solutions and earn CE Credits easily—just watch engaging presentations, anytime, anywhere, and on any device.

All Courses, Theme Packs

2024 Financial Planner: Intermediate Theme Pack - 10 CE Credits

Course

The Financial Planner: Intermediate Theme Pack is perfect for advisors with 10+ years of experience. Gain fresh insights to better serve your clients and earn CE Credits easily—just watch, no quizzes required!

All Courses, Theme Packs

2024 Planning for Business Owners Theme Pack - 10 CE Credits

Course

The Planning for Business Owners theme pack is ideal for seasoned advisors (10+ years). Gain valuable insights to address complex needs of business owner clients. Earn CE Credits easily—just watch, no quizzes required

All Courses, Theme Packs

2024 High Net Worth Client Planning Theme Pack - 10 CE Credits

Course

The High Net Worth Client Planning theme pack is perfect for experienced planners (10+ years). Gain advanced strategies to meet complex needs of affluent clients and earn CE Credits effortlessly—just watch, no quizzes required!

All Courses, Theme Packs

2024 Estate Planning Theme Pack - 10 CE Credits

Course

The Estate Planning theme pack is ideal for advisors with 10+ years of experience. Gain advanced insights to help clients craft effective estate plans. Earn CE Credits effortlessly—just watch, no quizzes required!

All Courses, Theme Packs

2024 Financial Advisor: Level 1 Theme Pack - 5 CE Credits

Course

The Financial Advisor: Level 1 theme pack is ideal for advisors with 5 years or less experience. Gain insights into foundational insurance solutions and earn CE Credits easily—just watch engaging presentations, anytime, anywhere, and on any device.

All Courses, Theme Packs

2024 Financial Planner: Advanced Theme Pack - 5 CE Credits

Course

This Theme Pack offers seasoned advisors (15+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.

All Courses, Theme Packs

2024 Planning for Business Owners Theme Pack - 5 CE Credits

Course

The Planning for Business Owners theme pack is ideal for seasoned advisors (10+ years). Gain valuable insights to address complex needs of business owner clients. Earn CE Credits easily—just watch, no quizzes required

All Courses, Theme Packs

2024 High Net Worth Client Planning Theme Pack - 5 CE Credits

Course

The High Net Worth Client Planning theme pack is perfect for experienced planners (10+ years). Gain advanced strategies to meet complex needs of affluent clients and earn CE Credits effortlessly—just watch, no quizzes required!

All Courses, Theme Packs

2024 Investment Planning Theme Pack - 5 CE Credits

Course

The Investment Planning theme pack is perfect for advisors with 5+ years of experience. Gain insights to help clients make smarter investment decisions. Earn CE Credits effortlessly—just watch, no quizzes required!