2026 Unlimited CE Plan
Earn an Unlmited number of CE Credits with one package.
Products
-
NEW! CRM3: Create More Value with Cash Flow Advice
CourseLearn how cash flow planning and fee-for-advice services help advisors demonstrate measurable value, strengthen client relationships, and adapt successfully to CRM3 transparency requirements.
$20
-
NEW! Before Goodbye
CourseThis presentation discusses her book "Before Goodbye," which integrates emotional, physical, and financial well-being for individuals facing serious illnesses.
$20
-
NEW! Mastering Time Like a CEO
CourseThis presentation explores practical strategies for improving productivity, leadership, and work-life balance by managing time with the mindset and discipline of a CEO. It highlights the importance of prioritization, delegation, and goal setting.
$20
-
NEW! Keeping Your Clients Safe While Downsizing
CourseThis presentation explores the financial, emotional, and practical considerations involved when clients downsize their homes later in life. It highlights the risks seniors and families may face during the downsizing process.
$20
-
NEW! Letter Of Intent A Corner Stone of Special Needs Planning
CourseThis presentation discusses the importance of a Letter of Intent in Special Needs Planning. The presenter highlighted four cornerstones: legal plans, lifestyle and financial needs, understanding government benefits, and preparing for the future.
$20
-
NEW! Asset Allocation Myths & Facts
CourseLearn how disciplined asset allocation, diversification, and long-term investing can improve portfolio outcomes while avoiding common investment myths and behavioural mistakes.
$20
AIC Deadline
AIC Life & AIC A&S Bundles available. On page 2 of Bundles above.
-
00 Days
-
00 Hours
-
00 Minutes
-
00 Seconds
FAQ
-
How do I choose the best package for my needs?
Address common questions ahead of time to save yourself an email.
-
Why would I choose the Unlimited CE Plan?
Address common questions ahead of time to save yourself an email.
-
What is a Bundle?
Address common questions ahead of time to save yourself an email.
-
What is a Theme Pack?
-
What is a Variety Pack?