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 15 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 - 7 Financial Planning credits & 8 General credits * Advocis - 15 IAFE Approved * MFDA - 10 Professional Development credits                  & 2 Business Conduct Non-Ethics credits * CSI - 10 Professional Development credits & 2 Compliance credits  * AIC - 4 AIC Life credits & 3 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

18 Chapters · 53 Lessons

  1. 1

    2025 Ruby Edition On Demand Webcast - 15 CE Credits

    1. (Included in full purchase)

      Ruby 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 - The Financial Blueprint for 20-somethings, 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 - 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

  4. 4

    3 - Life is Not a Farytale, Melanie McCallum & Jennifer Koshul, Assumption Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  5. 5

    4 - The Essential Guide for Disability Estate Planning, Ken Pope, K Pope Law

    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 - Four Stages of Life, Lucky Rasappah, Canadian Estate Planning

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - 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

  8. 8

    7 - 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

  9. 9

    8 - 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

    4. (Included in full purchase)

      Break Time

  10. 10

    Welcome to Part 2

    1. (Included in full purchase)

      Welcome to Part 2

  11. 11

    9 - RCAs for Professional Athletes, 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

  12. 12

    10 - 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

  13. 13

    11 - Taking your Sales to the MAX, 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

  14. 14

    12 - Help Your Clients Reach Their Goals with MyGoals, Raphi Zaionz, Tax Templates

    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

  15. 15

    13 - Empire Life's Registered Disability Savings Plan, 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 - Integrating MyCreditz into Client Workflows, Heather Reid, MyCreditz

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  17. 17

    15 - Seven Planning Myths and How They Affect Clients, Kathryn Bennett, RBC Insurance & Kelly Maidens, Desjardins Financial

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  18. 18

    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 Ruby Edition  On Demand Webcast

Don’t miss out! Join the 2025 Ruby Edition On Demand Webcast. Earn 15 CE Credits on your schedule, anywhere, on any device. Click “Start Webcast Now” to register and elevate your expertise!

$235.00

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