Unlimited CE Plan
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Products
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NEW! More Estate Planning Gems
CourseEstate planning requires careful use of joint ownership, custom beneficiary designations, and tools like the “right of first opportunity” clause to manage taxes, protect assets, and support fair family property transitions.
$20
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NEW! Getting Them Out of Your Basement
CourseTeach kids financial fitness using six concepts—time, earn, choose, learn, track, give—to build wealth awareness, responsibility, and resilience, helping families preserve wealth across generations.
$20
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NEW! Seven Planning Myths & How They Affect Clients
CourseThis presentation debunked seven common financial planning myths, emphasizing personalized strategies, cultural competence, and collaboration with legal and accounting professionals for better client outcomes.
$20
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NEW! Funding the Future: The Power of a Financing Arm in your Practice
CourseIntegrating financing into financial planning boosts literacy, debt management, and cash flow. The AYME strategy helps clients reduce interest, optimize debt, and align liabilities with broader investment goals.
$20
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NEW! Help Your Clients Reach Their Goals with MyGoals
CourseThis presentation introduced MyGoals, a financial planning platform combining tax, finance, and actuarial insights to optimize retirement, estate, and risk planning, boosting advisor efficiency and client outcomes.
$20
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NEW! RCAs for Professional Athletes
CourseThis presentation explained RCAs as flexible tools for high-income Canadians, offering tax deferral, wealth transfer, and competitive tax rates—even for NHL players—while supporting intergenerational planning.
$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?