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! 2025 Financial Planner: Intermediate Theme Pack - 5 CE Credits
CourseThe Financial Planner: Intermediate Theme Pack is perfect for advisors with 10+ years of experience. Gain fresh insights to better serve your clients and earn CE Credits easily—just watch, no quizzes required!
$95
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NEW! 2025 Financial Planner: Advanced Theme Pack - 5 CE Credits
CourseThis Theme Pack offers seasoned advisors (15+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.
$95
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NEW! Success is a Choice
CourseThis presentation explores how mindset, discipline, and the "2% success solution" drive success. It emphasized that top performers focus on growth, branding, and service, with belief and persistence as key drivers.
Free
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NEW! The Financial Blueprint for 20-somethings
CourseA new financial plan for 20-somethings stresses discipline, minimum balances, consistent bills, and investing surplus funds to harness compound interest for long-term wealth and stability.
Free
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NEW! Becoming the Financial Therapist
CourseUnderstanding clients’ locus of control—internal or external—helps advisors tailor communication, build trust, and strengthen relationships, improving decision-making and long-term engagement.
$20
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NEW! Workplace Conflict and Human Rights: A Risk Perspective
CourseWorkplace discrimination and harassment remain widespread, impacting marginalized groups most. Embedding human rights principles into policies helps prevent barriers, ensure compliance, and build inclusive workplaces.
$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?
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?