Unlimited CE Plan
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Products
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2023 Estate Planning Theme Pack - 15 CE Credits
CourseThe 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!
$225
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Professional Responsibility Applied! 2023
CourseCompliance elevates financial services! This case-based session offers essential ethical insights for all advisors and 2 CFP Professional Responsibility credits. Featuring Chuck Gallagher's expert take on real-world conundrums.
$30
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The 2% Success Solution with Randy Taylor - On Demand
CourseDiscover how top advisors earning over $500k annually stand out. Randy Taylor reveals the strategies that set them apart and shows how you too can join the top 2% of advisors in Canada.
Free
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Building an Evolving Financial Planning Practice
CourseExplore the evolution of financial planning and take 'Know Your Client' to the next level. Learn how to use client information more effectively to create impactful, future-ready financial plans.
Free
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A Client Looks at Advisor Value
CourseDiscover what clients see and why they choose you. Canadian bestseller Robert Gignac offers a stunning client perspective, revealing their decision-making process and redefining your role in their success.
$20
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Keyperson Critical Illness Insurance
CourseExplore the realities of Keyperson Critical Illness Insurance. This session delves into legal and tax implications, revealing insights and opportunities to better serve your business owner clients.
$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?
Address common questions ahead of time to save yourself an email.
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What is a Theme Pack?
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What is a Variety Pack?