Theme Pack Agenda - Part 1:

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

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 5 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 - 1 Financial Planning & 4 General credits * Advocis - 5 IAFE Approved credits * FSRA - 5 FSRA Approved credits * ICS - 3 Life Insurance & 2 Segregated Funds credits * ICM - 3 Life Insurance & 2 Segregated Funds credits & acceptable to many other organizations.

Curriculum

7 Chapters · 19 Lessons

  1. 1

    2025 Financial Advisor: Fundamentals Theme Pack - 5 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 the Theme Pack

  2. 2

    A - The Origin of Critical Illness 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

  3. 3

    B - Segregated Funds: Get the Empire Life Advantage, Ian Kerr, Empire Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    C - Lifetime Coverage Made Simple, Frank Sobrinho, ivari

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  5. 5

    D - Estate Planning and Taxation, Sadaf Chowdhury, Equitable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    E - Building a Better Business, Monica Rehal, Foresters Financial

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    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 - 5 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!

$95.00

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