Unlimited CE Plan
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Products
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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
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Trends with Benefits: Part Deux
CourseTrends with Benefits: Part Deux explores 2023’s shifts in employment, benefits design, and employer strategies. Discover insights from the updated Benefits Canada report and solutions for rising benefit renewal costs.
$20
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Tips and Traps for Choosing an Executor
CourseThis unique, mindmap-driven presentation guides you through key questions when choosing an Executor and solidifying your estate plan. Gain clarity and prevent future issues for your heirs by reassessing your own plan.
$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?