On Demand Webcast Agenda - Part 1:

Want to learn more about this On Demand Webcast? Check out Part 1 of the  overview! Combined presentation time: 8h

On Demand Webcast Agenda - Part 2:

Check out Part 2 of the overview! 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 OD Webcast:

* FP Canada - 2 Professional Responsibility credits, 5 Financial Planning credits & 8 General credits * Advocis - 15 IAFE Approved (including 3 Ethics credits) * MFDA - 7 Professional Development credits, 2 Business Conduct Ethics                  credits & 1 Business Conduct Non-Ethics credits * CSI - 7 Professional Development credits & 3 Compliance credits  * AIC - 4 AIC Life credits & 2 AIC A&S credits (TBD) * FSRA - 15 FSRA Approved credits * ICS - 13 Life Insurance credits & 2 Seg Funds credits * ICM - 13 Life Insurance credits & 2 Seg Funds credits & acceptable to many other organizations.

Curriculum

17 Chapters · 50 Lessons

  1. 1

    2025 Pearl Edition On Demand Webcast - 15 CE Credits

    1. (Included in full purchase)

      Pearl Edition OD Webcast 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 - Term Plus: Protecting Today, Planning for Tomorrow, Barry Rubin, Beneva

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - 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

  5. 5

    4 - Understanding the Benefits of a FHSA, Harley Kizner, Equitable

    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

  6. 6

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

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - 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

  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 - 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

  11. 11

    9 - Trust & Integrity: Your Superpower, Murali Murthy, The ACE Principle

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    10 - 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

  13. 13

    11 - 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

    4. (Included in full purchase)

      Break Time

  14. 14

    12 - 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

  15. 15

    13 - 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

  16. 16

    14 - 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

  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-Now.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.

NEW! 2025 Pearl Edition  On Demand Webcast

Don’t miss out! Join the 2025 Pearl Edition On Demand Webcast. Earn 15 CE Credits (including 2 Professional Responsibility credits) on your schedule, anywhere, on any device. Click “Start Webcast Now” to register and elevate your expertise!

$235.00

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