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 * CIRO (MFD) - 8 Professional Development credits                  & 2 Business Conduct Non-Ethics credits * CIRO (ID) - 8 Professional Development credits & 2 Compliance credits * CSI - 8 Professional Development credits & 2 Compliance credits  * AIC - 5 AIC Life credits & 3 AIC A&S credits (TBD) * FSRA - 15 FSRA Approved credits * ICS - 12 Life Insurance credits & 3 Seg Funds credits * ICM - 12 Life Insurance credits & 3 Seg Funds credits & acceptable to many other organizations.

Curriculum

18 Chapters · 53 Lessons

  1. 1

    2026 Amethyst Edition On Demand Webcast - 15 CE Credits

    1. (Included in full purchase)

      Amethyst 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 Bar, The Approach and The Imposter - Steve Malo, Canada Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - Medical Underwriting Preparation: From Submission to Commission - Shalimar Alli-Lao, Dynacare

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - From Conversations to Conversions - Murali Murthy, ACE World

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  5. 5

    4 - Preparing Family Businesses for the Unexpected - 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

    4. (Included in full purchase)

      Break Time

  6. 6

    5 - Beyond Numbers, Into Lives - John Siembida, CVP (Certified Values Planner)

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - Payout Annuities - Harley Kizner, Equitable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  8. 8

    7 - Planning Your Retirements with Critical Illness Insurance - Barry Rubin, 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 - Mastering Time Like a CEO - April Levitt & Charlene Wolthuizen, The Personal Coach

    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 - Can You Really Compare Apples to Oranges? - Adam Hussey, Blendable

    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 5 Pillars of Finance - 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

  13. 13

    11 - Addressing Your Client's Needs with Permanent Insurance - Josie Malendrino, ivari

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  14. 14

    12 - Cottage Succession Planning - Andrew Cairns & Peter Lillico, HomeEquity Bank

    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 - Keeping Your Clients Safe While Downsizing - Barry Gordon, Gordon Real Estate Brokerage

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  16. 16

    14 - Flatten the Tax for Corporate Clients - Dan Witzke, Desjardins Insurance

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  17. 17

    15 - Grief Through a Different Lens - 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

  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-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 550 presentations to learn from.  Today, CE-credits.ca is the #1 CE Provider in Canada.

2026 Amethyst Edition  On Demand Webcast

Don’t miss out! Join the 2026 Amethyst 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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