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 - 3 Financial Planning & 2 General credits * Advocis - 5 IAFE Approved * FSRA - 5 FSRA Approved credits * ICS - 5 Life Insurance credits * ICM - 5 Life Insurance credits & acceptable to many other organizations.

Curriculum

7 Chapters · 19 Lessons

  1. 1

    2025 Financial Planner: Advanced Theme Pack - 5 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

    A - 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

  3. 3

    B - Taking Care of Business: Opportunity Spotting with Business Owner Clients, David Hutchison, Equitable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    C - Real Estate Transitions in the Aging Years, Marc Séguin, Advocacy in Aging

    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 Freeze and Life Insurance, 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

  6. 6

    E - How to Eat an Elephant (Making the Impossible Possible!), Mark O'Farrell, CICEA

    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 Planner: Advanced Theme Pack - 5 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!

$95.00

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