2026 Unlimited CE Plan
Earn an Unlmited number of CE Credits with one package.
Products
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NEW! Professional Responsibility Applied! 2026
CourseThis case study-based presentation provides the annual update for 2026 on the Professional Responsibility of Financial Advisors across the industry. This presentation provides the 2 mandatory Professional Responsibility credits CFPs require.
$35
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NEW! The Secret Language of Business Owners
CourseLearn how business owners think about cash flow, taxes, debt, and growth so you can build stronger relationships and deliver more meaningful financial advice.
Free
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NEW! Cottage Succession Planning
CourseThis presentation provides an overview of cottage succession planning, including tax, ownership, and estate strategies to preserve family harmony and transfer property efficiently.
$20
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NEW! Medical Underwriting Preparation: From Submission to Commission
CourseThis presentation provides an overview of life insurance medical underwriting, including client preparation, risk assessment factors, and strategies to improve application outcomes and reduce delays.
$20
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NEW! The Advisor's Lending Bucket List
CourseThis presentation provides an overview of lending and mortgage strategies that support wealth planning, debt management, retirement, and holistic financial advice for clients.
$20
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NEW! Conversational Selling
CourseThis presentation provides the importance of conversational selling in attracting and retaining clients. He emphasized the need for advisors to narrow their focus, master conversations, and understand client needs.
$20
AIC Deadline
AIC Life & AIC A&S Bundles available. On page 2 of Bundles above.
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FAQ
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How do I choose the best package for my needs?
Address common questions ahead of time to save yourself an email.
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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?