Bundle Presentation Overview:
Want to learn more about this Bundle? See the agenda to the left to get an overview! Combined presentation time: 8h
How to Earn Your CE Credits?
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 this Bundle:
* FP Canada - 4 Financial Planning, 2 Professional Responsibility credits, & 2 General CE * Advocis - 6 IAFE Approved & 2 Ethics credits * MFDA - 6 Business Conduct Non-Ethics & 2 Business Conduct Ethics credits * CSI - 8 Compliance credits * FSRA - 8 FSRA Approved credits * ICS - 8 Life Insurance credits * ICM - 8 Life Insurance credits & acceptable to many other organizations.
Curriculum
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1
2025 MFDA Business Conduct Bundle - 2024 Presentations - 8 CE Credits
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(Included in full purchase)
MFDA Business Conduct Bundle Overview
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(Included in full purchase)
The Rules Governing CE Credits
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(Included in full purchase)
Welcome to the Bundle
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(Included in full purchase)
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2
1 - Professional Responsibility Applied! 2024 - Alan Hoffman, CE-credits.ca
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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3
2 - Probategeist: When Estate Plans get Massacred - Mark O'Farrell, CICEA
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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4
3 - Beneficiary Designation Essentials - Kathryn Bennett, Desjardins Financial
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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5
4 - Financial Planning: Optimize Advise & Succeed - Raphi Zaionz, MyGoals
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
Break Time
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(Included in full purchase)
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6
5 - Treating Your Clients Fairly - Anna Tsepelis, RBC Insurance
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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7
6 - AML, FINTRAC, & That Great Big Thing - Matt McGuire, The AML Shop
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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8
7 - Do Not Ignore Your Mortality - Greg Barnsdale, Do Not Ignore Your Mortality
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
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9
Congratulations
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(Included in full purchase)
Congratulations
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(Included in full purchase)
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.
NEW! 2025 MFDA Business Conduct Bundle - 8 CE Credits
Missing your Business Conduct credits for your upcoming MFDA renewal? This bundle will give you all 8 of the most difficult credits to find for your renewal... Your Business Conduct Credits. Start now to earn them all!
$159.00