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 - 4 Financial Planning & 1 General credits * Advocis - 5 IAFE Approved credits * FSRA - 5 FSRA Approved credits * ICS - 5 Life Insurance credits * ICM - 5 Life Insurance credits & acceptable to many other organizations.

Curriculum

7 Chapters · 18 Lessons

  1. 1

    2025 Financial Planner: Intermediate Theme Pack - 5 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

    A - The Immense Benefits of Post-Retirement Planning, Greg Barnsdale, ​Do Not Ignore Your Mortality

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    B - Her Money, Her Plan, Her Power, Sarah Balram, Flip My Life

    1. (Included in full purchase)

      Presentation Video

    2. (Included in full purchase)

      Presenter Resourses

  4. 4

    C - Comprehensive & Simplified Issue CI Plans for All Your Clients, 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

  5. 5

    D - Tax Savings & Wealth Accumulation for Business Owners & Professionals, 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

  6. 6

    E - Learning the Language of Grief, Julie Derks, Inspirational Healing

    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: Intermediate Theme Pack - 5 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!

$95.00

Start Theme Pack Now