Theme Pack Agenda - Part 1:

Want to learn more about this Theme Pack? Check out Part 1 of the agenda! Combined presentation time: 8h

Theme Pack Agenda - Part 2:

Check out Part 2 of the agenda! Combined presentation time: 7h

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 - 8 Financial Planning, 5 General & 2 Professional Responsibility credits * Advocis - 9 IAFE Approved & 6 Ethics credits * MFDA - 5 Professional Development & 5 Business Conduct Non-Ethics & 2 Business Conduct Ethics credits * CSI - 5 Professional Development & 7 Compliance credits * FSRA - 15 FSRA Approved credits * ICS - 14 Life Insurance & 1 Segregated Funds credits * ICM - 14 Life Insurance & 1 Segregated Funds credits & acceptable to many other organizations.

Curriculum

17 Chapters · 50 Lessons

  1. 1

    2025 Ethics, Compliance & Practice Mgmt Theme Pack - 15 Credits

    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. 2

    1 - Professional Responsibility Applied! 2025 - Alan Hoffman, CE-credits.ca

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - Why Digital Vaults Are Key to Enterprise Transformation, Ali Qureshi, SideDrawer

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Elevate Your Client Experience, Efficiency, and Compliance, Wendy Brookhouse, Black Star Wealth

    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. 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

  6. 6

    5 - Trust & Integrity: Your Superpower, Murali Murthy, ACE World Foundation

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - Four Stages of Life, Lucky Rasappah, Canadian Estate Planning

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  8. 8

    7 - Learning the Language of Grief, Julie Derks, Inspirational Healing

    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. 9

    Welcome to Part 2

    1. (Included in full purchase)

      Welcome to Part 2

  10. 10

    8 - Becoming the Financial Therapist, Glenn French, The Canadian Initiative on Workplace Violence

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  11. 11

    9 - 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

  12. 12

    10 - Family Tax Tales, Linda Cartier, Academy of Financial Divorce Specialists

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  13. 13

    11 - 8 Steps to HNW Advisory, Benoit Poliquin, Ex-ponent Investment Management

    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

  14. 14

    12 - Preparing for a FINTRAC Assessment, Mark Ambrose, The AML Shop

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  15. 15

    13 - Help Your Clients Reach Their Goals with MyGoals, Raphi Zaionz, MyGoals

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  16. 16

    14 - Success is a Choice, Randy Taylor, Taylormade Leadership

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  17. 17

    Congratulations

    1. (Included in full purchase)

      Congratulations

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 Ethics, Compliance & Practice Management Theme Pack - 15 CE 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!

$235.00

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