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:

Want to learn more about this Theme Pack? 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 - 11 Professional Development & 1 Business Conduct & 2 Business Conduct Ethics credits * CSI - 11 Professional Development & 3 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 Financial Planner: Intermediate Theme Pack - 15 Credits

    1. (Included in full purchase)

      Financial Planner: Intermediate 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 - 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

  4. 4

    3 - 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

    4. (Included in full purchase)

      Break Time

  5. 5

    4 - 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

  6. 6

    5 - Funding the Future: The Power of a Financing Arm in your Practice, Patrick Gill, Guardian Mortgages

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - Why You Shouldn’t Set Up an HSA, Adam Hussey, Blendable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  8. 8

    7 - Getting Them Out of Your Basement, Gordon Stein, Cashflow Cookbook

    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 - 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

  12. 12

    10 - 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

  13. 13

    11 - Participating Life Insurance: Where Protection Meets Possibility, Anna Tsepelis, RBC Insurance

    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 - The Prestige Program: Protecting Your High Net Worth Clients, 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

  15. 15

    13 - Empire Life's Registered Disability Savings Plan (RDSP), Ian Kerr & Heather Rennie, Empire Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  16. 16

    14 - Healthy Aging: Retirement Planning is About More Than Just Money, Mike Drak, Booming Encore

    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: Intermediate Theme Pack - 15 CE Credits

Enhance your expertise! Join the Financial Planner: Intermediate Theme Pack for 10+ years’ advisors. Gain valuable insights, earn CE Credits easily—just watch, no quizzes required! Join to explore new information.  Click “Start Theme Pack Now” to get started!

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