Unlimited CE Plan
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Products
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NEW! Funding the Future: The Power of a Financing Arm in your Practice
CourseIntegrating financing into financial planning boosts literacy, debt management, and cash flow. The AYME strategy helps clients reduce interest, optimize debt, and align liabilities with broader investment goals.
$20
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NEW! Help Your Clients Reach Their Goals with MyGoals
CourseThis presentation introduced MyGoals, a financial planning platform combining tax, finance, and actuarial insights to optimize retirement, estate, and risk planning, boosting advisor efficiency and client outcomes.
$20
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NEW! RCAs for Professional Athletes
CourseThis presentation explained RCAs as flexible tools for high-income Canadians, offering tax deferral, wealth transfer, and competitive tax rates—even for NHL players—while supporting intergenerational planning.
$20
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NEW! Tax Savings & Wealth Accumulation for Business Owners & Professionals
CourseIPPs and RCAs offer business owners higher contributions, flexibility, and tax savings, helping accumulate significantly more retirement wealth than traditional RRSPs by age 65.
$20
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NEW! The Essential Guide for Disability Estate Planning
CourseThis presentation covered disability estate planning, stressing ODSP, tax credits, Henson trusts, RDSPs, and guardianship, highlighting the advisor’s role in protecting benefits and securing family futures.
$20
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NEW! Trusts and Their Use in Special Needs Planning
CourseSpecial needs planning relies on trusts—testamentary, inter vivos, and Henson trusts—to protect assets and maintain benefits. Proper documentation, trustee selection, and advisor guidance are crucial.
$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?