Theme Pack Agenda - Part 1:

Want to learn more about this Theme Pack? Combined presentation time: 15h

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 15 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 - 4 Financial Planning & 11 General credits * Advocis - 15 IAFE Approved credits * MFDA - 8 Professional Development & 2 Business Conduct Non-Ethics credits * CSI - 8 Professional Development & 2 Compliance credits * FSRA - 15 FSRA Approved credits * ICS - 12 Life Insurance & 3 Segregated Funds credits * ICM - 12 Life Insurance & 3 Segregated Funds credits & acceptable to many other organizations.

Curriculum

18 Chapters · 53 Lessons

  1. 1

    2025 Financial Advisor: Fundamentals Theme Pack - 15 Credits

    1. (Included in full purchase)

      Financial Advisor: Fundamentals 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 - The Financial Blueprint for 20-somethings, 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 - Opportunities for Sales in Canada's Fastest Growing Market, Jeff Simmons, Foresters Financial

    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 - How to Increase Your Insurance Book of Business, Perry Wong, Juggernaut Financial

    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 - Integrating MyCreditz into Client Workflows, Heather Reid, MyCreditz

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - Trusts and Their Use in Special Needs Planning, John Dowson, LifeTRUST 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 - Term Plus: Protecting Today, Planning for Tomorrow, Barry Rubin, Beneva

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    8 - Why Canadians Prefer Bundling Insurance Policies, Mike Liem, Empire Life

    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

  10. 10

    Welcome to Part 2

    1. (Included in full purchase)

      Welcome to Part 2

  11. 11

    9 - Unlocking the Power of Segregated Funds, Bryan Paolatto, Canada Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    10 - 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

  13. 13

    11 - 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

  14. 14

    12 - Life is Not a Fairytale, Melanie McCallum & Jennifer Koshul, Assumption Life

    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

  15. 15

    13 - Understanding the Benefits of a FHSA, Harley Kizner, Equitable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  16. 16

    14 - 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

  17. 17

    15 - Seven Planning Myths and How They Affect Clients, Kathryn Bennett, RBC Insurance & Kelly Maidens, Desjardins Financial

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  18. 18

    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 Financial Advisor: Fundamentals Theme Pack - 15 CE Credits

Start building your expertise! Join the Financial Advisor: Fundamentals theme pack to master foundational insurance solutions. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!

$235.00

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