Unlimited CE Plan
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Products
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NEW! 8 Steps to HNW Advisory
CourseBuild a high-net-worth advisory practice by focusing on authenticity, niche specialization, client needs, team strength, clear communication, and leveraging technology for scalable, efficient wealth management.
$20
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NEW! Her Money, Her Plan, Her Power
CourseWomen control $2.2T in assets but face a 40% retirement wealth gap and caregiving pressures. A holistic “Money Moves for Women” framework helps build clarity, growth, protection, and legacy.
$20
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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
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?