Unlimited CE Plan
This is where you seal the deal. Sprinkle this section throughout your page to push prospects to purchase!
Products
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NEW! Family Tax Tales
CourseThis presentation explored tax complexities in marriage, separation, and divorce, stressing legal agreements, accurate records, CPP credit splits, and planning to protect assets, benefits, and minimize liabilities.
$20
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NEW! Elevate Your Client Experience, Efficiency, and Compliance
CourseLeverage technology and AI to enhance client experience, efficiency, and compliance. Tools like SideDrawer, ChatGPT, and Gamma streamline operations, improve data management, and strengthen cybersecurity.
$20
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NEW! Preparing for a FINTRAC Assessment
CoursePrepare for FINTRAC assessments by understanding AML/ATF programs, Canadian legislation, and recent enforcement actions. Master risk assessments, compliance methods, and use FINTRAC’s manual to reduce penalties.
$20
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NEW! Compliance Pillars
CourseCompliance is key for advisors. From engagement letters to AML and privacy programs, clear documentation and practical tools help manage risk, meet regulations, and build client trust.
$20
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NEW! Trust & Integrity: Your Superpower
CourseTrust and integrity are key competitive advantages for advisors. Radical transparency, prioritizing client interests, follow-up, documentation, and openness drive retention, referrals, and satisfaction.
$20
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NEW! Four Stages of Life
CourseThis presentation outlined the four life stages of financial planning, stressing literacy, risk and tax management, and long-term strategies to achieve security across an average lifespan of 29,200 days.
$20
FAQ
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How do I choose the best package for my needs?
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Why would I choose the Unlimited CE Plan?
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What is a Bundle?
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What is a Theme Pack?
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What is a Variety Pack?