Bundle Presentation Overview:

Want to learn more about this Bundle? Click the video to the left to get an overview! Combined presentation time:  7h

Agenda - Part 2

7 CE Credits

Agenda - Part 3

7 CE Credits

Agenda - Part 4

7 CE Credits

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 all 4 Parts of the Bundle:

* FP Canada - 13 Financial Planning credits, 13 General credits &                          2 Professional Responsibility credits * Advocis - 26 IAFE Approved credits &                     2 IAFE Approved Ethics Credits * MFDA - 20 Professional Development credits &                  6 Business Conduct Non-Ethics credits &                  2 Business Conduct Ethics credits * CSI - 20 Professional Development credits &              8 Compliance credits * FSRA - 28 FSRA Approved credits * ICS - 24 Life Insurance & 2 Segregated Funds credits * ICM - 24 Life Insurance & 2 Segregated Funds credits & acceptable to many other organizations.

Curriculum

9 Chapters · 26 Lessons

  1. 1

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

    1. (Included in full purchase)

      MFDA 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 - The Pillars of Disability Insurance, Jason Allen, Beneva

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - 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

  5. 5

    4 - Workplace Conflict and Human Rights: A Risk Perspective, Jennifer Mak, JMAK Consulting

    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 - 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

  7. 7

    6 - Building a Financial Plan: The Preventable Risks, Larry Hoover, Oracle RMS

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

2025 MFDA Bundle - Part 1

Ready to meet your MFDA CE requirements? Enroll now in this comprehensive 4-part bundle, earn 28 CE credits, and get unlimited access to CE-credits.ca for the rest of the year.  Start now and stay ahead in your professional growth—join the bundle today!

$369.00

Start Bundle Now