NEW! 2024 Ethics, Compliance & Practice Management 15CE Theme Pack

The Ethics, Compliance, & Practice Management theme pack is perfect for any Financial Advisor or Financial Planner with 5 years or more in the industry. This theme pack will give you a focused group of presentations all providing you with information required to build a more efficient and ethical practice for the benefit of your clients. How easy is it to earn your CE Credits? Very Easy! Just watch the presentation videos... No quizzes! Click below to discover the presentation list, as well as the specific CE Credits that you will earn by watching this theme pack. All presentation videos include English & Chinese subtitles.

Theme Pack Presentation Overview:

Want to learn more about this Theme Pack? Click the video to the left to get an overview! Combined presentation time: 15h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 14 presentation videos 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 13 Financial Planning & 2 Professional Responsibility credits * Advocis - 13 IAFE Approved & 2 Ethics credits * MFDA - 3 Professional Development & 4 Business Conduct & 2 Business Conduct Ethics credits * CSI - 3 Professional Development & 6 Compliance credits * FSRA - 15 FSRA Approved credits * ICS - 15 Life Insurance credits * ICM - 15 Life Insurance credits & acceptable to many other organizations.

Curriculum

17 Chapters · 52 Lessons

1
1. (Included in full purchase)
  Ethics, Compliance & Practice Management Theme Pack Overview
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Welcome to Part 1
2
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
3
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
4
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
4. (Included in full purchase)
  Break Time
5
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
6
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
4. (Included in full purchase)
  Break Time
7
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
8
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
4. (Included in full purchase)
  Break Time
9
1. (Included in full purchase)
  Welcome to Part 2
10
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
11
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
12
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
4. (Included in full purchase)
  Break Time
13
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
14
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
4. (Included in full purchase)
  Break Time
15
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
16
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
17
1. (Included in full purchase)
  Congratulations

About your MC: Alan Hoffman

Alan began his career in 1996 as a Financial Advisor with London Life. Since 2012, Alan Hoffman and CE-credits.ca has been working to create Continuing Education that actually provides Canada’s Financial Advising community with content that is truly relevant and useful within their practices. Through CE-Now.ca, they provide advisors with easy on demand access to earn their CE Credits the way they prefer, through webcasts, bundles, theme packs, and a library of over 450 presentations to learn from. Today, CE-credits.ca is the #1 CE Provider in Canada.

2024 Ethics, Compliance, & Practice Management Theme Pack - 15 Credits

The Ethics, Compliance, & Practice Management theme pack offers advisors 5+ years in the field essential insights for a more ethical, efficient practice. Earn CE Credits easily—just watch, no quizzes needed! Click “Start Theme Pack Now” to get started!

$225.00

Start Theme Pack Now