NEW! 2025 Planning for Business Owners Theme Pack 10CE

The Planning for Business Owners theme pack is perfect for any experienced Financial Planner or Financial Advisor 10 years or more in the industry. This theme pack will give you a focused group of presentations that will peak your interest and give you a lot of new information that you can use to assist your business owner clientele with their more complex Financial Planning needs. How easy is it to earn your CE Credits? Very Easy! Just watch the presentation videos... No quizzes! See the presentation list below, as well as the specific CE Credits that you will earn by watching this group of presentations. All presentation videos include English, Chinese, & Hindi subtitles.

Theme Pack Agenda - Part 1:

Want to learn more about this Theme Pack? Check out Part 1 of the agenda! Combined presentation time: 5h

Theme Pack Agenda - Part 2:

Check out Part 2 of the agenda! Combined presentation time: 5h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 10 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 Theme Pack:

* FP Canada - 6 Financial Planning & 4 General credits * Advocis - 9 IAFE Approved & 1 Ethics credits * MFDA - 6 Professional Development & 2 Business Conduct Non-Ethics credits * CSI - 6 Professional Development & 2 Compliance credits * FSRA - 10 FSRA Approved credits * ICS - 9 Life Insurance & 1 Segregated Funds credits * ICM - 9 Life Insurance & 1 Segregated Funds credits & acceptable to many other organizations.

Curriculum

13 Chapters · 36 Lessons

1
1. (Included in full purchase)
  Planning for Business Owners 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
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)
  Welcome to Part 2
8
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
9
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
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
13
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-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 Planning for Business Owners Theme Pack - 10 CE Credits

Take your expertise to the next level! Join the Planning for Business Owners theme pack to master strategies for complex client needs. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!

$175.00

Start Theme Pack Now