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 Theme Pack:

* FP Canada - 6 Financial Planning, 7 General & 2 Professional Responsibility credits * Advocis - 13 IAFE Approved & 2 Ethics credits * MFDA - 7 Professional Development, 2 Business Conduct Non-Ethics & 2 Business Conduct Ethics credits * CSI - 7 Professional Development & 4 Compliance credits * FSRA - 15 FSRA Approved credits * ICS - 13 Life Insurance & 2 Segregated Funds credits * ICM - 13 Life Insurance & 2 Segregated Funds credits & acceptable to many other organizations.

Curriculum

17 Chapters · 50 Lessons

  1. 1

    2025 Financial Planner: Advanced Theme Pack - 15 Credits

    1. (Included in full purchase)

      Financial Planner: Advanced 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 - Participating Life Insurance is a Unique Asset Class, Subhastin Kharag, Equitable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Success Formula for Thriving Companies, Kevin Brady, Advica Health

    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 - Retirement Cash Flow Planning, Stephanie Holmes-Winton, CacheFlo

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    5 - 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

  7. 7

    6 - 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

  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

    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 - 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

  11. 11

    9 - The Customer Always Wins, Chris Paterson, Beneva

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    10 - The Essential Guide for Disability Estate Planning, Ken Pope, K Pope Law

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  13. 13

    11 - RCAs for Professional Athletes, Clark Steffy, Canadian Benefits Associates

    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 - Taking your Sales to the MAX, Zainab Sheikh, Foresters Financial

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  16. 16

    14 - 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

  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 Financial Planner: Advanced Theme Pack - 15 CE Credits

Enhance your expertise!  This Theme Pack offers seasoned advisors (15+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device.  Join to explore new information.  Click “Start Theme Pack Now” to get started!

$235.00

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