Bundle Presentation Agenda - Part 1:

Want to learn more about this Bundle? Check out Part 1 of the agenda! Combined presentation time: 7h

Bundle Presentation Agenda - Part 2:

Check out Part 2 of the agenda! 7 CE Credits

Bundle Presentation Agenda - Part 3:

Check out Part 3 of the agenda! 7 CE Credits

Bundle Presentation Agenda - Part 4:

Check out Part 4 of the agenda! 4 CE Credits

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch all 7 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 all 4 Parts of the Bundle:

* FP Canada - 12 Financial Planning credits, 11 General credits & 2 Professional Responsibility credits * Advocis - 21 IAFE Approved & 4 IAFE Approved Ethics Credits * MFDA - 15 Professional Development, 3 Business Conduct Non-Ethics & 2 Business Conduct Ethics credits * CSI - 15 Professional Development & 5 Compliance credits * FSRA - 25 FSRA Approved credits * ICS - 24 Life Insurance & 1 Segregated Funds credits * ICM - 24 Life Insurance & 1 Segregated Funds credits & acceptable to many other organizations.

Curriculum

9 Chapters · 26 Lessons

  1. 1

    2025 CFP Bundle (Part 1 of 4) - 7 CE Credits

    1. (Included in full purchase)

      CFP Bundle Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

    3. (Included in full purchase)

      Welcome to Part 1

  2. 2

    1 - CHIP Reverse Mortgage Trends & Opportunities, Pattie Lovett-Reid & Andrew Cairns, HomeEquity Bank

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - Participating Life Insurance is a Unique Asset Class, Subhastin Kharag, Equitable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Compliance Pillars, Gabriel MacCausland-Sirois, GMS Consulting

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  5. 5

    4 - Are Your Clients Ready for Retirement?, Santo Filice, RBC Insurance

    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

  6. 6

    5 - Tax Savings & Wealth Accumulation for Business Owners & Professionals , Clark Steffy, Canadian Benefits Associates

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - Success Formula for Thriving Companies, Kevin Brady, Advica Health

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  8. 8

    7 - More Estate Planning Gems, Jim Kibble, Ontario Estate Consulting Solutions

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    Access Part 2

    1. (Included in full purchase)

      Access Part 2

Alan Hoffman

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-credits.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 500 presentations to learn from.  Today, CE-credits.ca is the #1 CE Provider in Canada.

2025 CFP Bundle (Part 1 of 4) - 25 CE Credits

Enroll in this all-in-one bundle to fulfill your CFP and QAFP CE requirements with ease. Complete 4 parts to earn the full 25 CE Credits. Plus, get unlimited access to CE-credits.ca’s On Demand courses for the rest of the calendar year at no extra charge! Start now and stay ahead in your professional growth—join the bundle today!

$369.00

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