Unlimited CE Plan
This is where you seal the deal. Sprinkle this section throughout your page to push prospects to purchase!
Products
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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
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NEW! Trust & Integrity: Your Superpower
CourseTrust and integrity are key competitive advantages for advisors. Radical transparency, prioritizing client interests, follow-up, documentation, and openness drive retention, referrals, and satisfaction.
$20
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NEW! Four Stages of Life
CourseThis presentation outlined the four life stages of financial planning, stressing literacy, risk and tax management, and long-term strategies to achieve security across an average lifespan of 29,200 days.
$20
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NEW! Integrating MyCreditz into Client Workflows
CourseThis presentation introduced MyCreditz, an AI-powered credit intelligence engine that helps advisors assess credit health, create strategies, and match clients with lenders to achieve financial goals.
$20
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NEW! Healthy Aging: Retirement Planning is About More Than Just Money
CourseThis presentation shared a banker’s journey to becoming an Ironman at 70, emphasizing healthy aging, purpose, and “financial independence light” to build a sustainable and fulfilling retirement.
$20
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NEW! Why Canadians Prefer Bundling Insurance Policies
CourseBundling insurance saves costs, offers convenience, and allows customization. Advisors can help underinsured Canadians, especially the 46–55 “sandwich generation,” uncover coverage gaps and maximize savings.
$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?