On Demand Webcast Agenda - Part 1:

SEE PARTIAL PRESENTATION LIST BELOW! 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:

SEE PARTIAL PRESENTATION LIST BELOW! 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:

ACCREDITATION LIST COMING SOON! THE LIST BELOW IS AN EXAMPLE OF THE CE CREDITS EARNED * 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

    2026 Quartz Edition On Demand Webcast - 15 CE Credits

    1. (Included in full purchase)

      Quartz 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 - Conversational Selling - Norm Trainor, The Covenant Group

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - TBA

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Bill's Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Helping Meet the Needs of Juveniles Through Every Stage of Life - 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

    4 - Cyber Smart Advisors - Scott Wright, Security Perspectives Inc

    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 - Financial Solutions Across the Complete Financial Advice Lifecycle - Andrew Gardiner, Beneva

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - 24-hour Readiness to Transition Management of Care & Financials - 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

  8. 8

    7 - Canada Life Annuities - Julia Raseta, Canada Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    8 - Why Strong Financial Plans Fail - 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

    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 - Before Goodbye - Tracy Heath, Before Goodbye

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    10 - Retire with Money in your Pocket Strategy - 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

  13. 13

    11 - The Big Idea Advisor - Bill Bishop, The BIG Idea Company

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  14. 14

    12 - Personalized Healthcare Solutions with Expert Navigation - Kevin Bradey, Advica Health

    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 - 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

  16. 16

    14 - The Bar, The Approach and The Wedding - 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

  17. 17

    15 - Bare Trusts - Jim Kibble, Ontario Estate Consulting Solutions

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

2026 Quartz Edition  On Demand Webcast

Don’t miss out! Join the 2026 Quartz 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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