01. Jan - Farm Family Planning (Jan 20, 2023)
Live Webinar Farm Family Planning (Jan 20, 2023)
$75.00 CAD
03. Mar - Buy Sells and Unanimous Shareholder Agreements
$75.00 CAD
05. May - Managing Financial Windfalls (May 19, 2023)
Live Half-Day Webinar - May 19, 2023
$75.00 CAD
06. Jun - LTD in Group Plans - June 16, 2023
Live Half-Day Webinar - June 16, 2023
$75.00 CAD
1. Introduction to LLQP
An introductory course for students to learn how to complete the LLQP.
$1,000.00 CAD
4B. Segregated Funds & Annuities Module - Certification Exam
$1,000.00 CAD
Accident & Sickness Course + Live Instruction Bundle
Live Instruction, Course, Textbooks & Certification Exams for A&S Insurance Licensing
$430.00 CAD
Accident & Sickness Live Instruction Webinar (ILT)
Two Day Live & Interactive Webinar Supporting the A&S Only Course
$220.00 CAD
Accident & Sickness Study Bundle
Only study materials
$75.00 CAD
Addressing Conflicts of Interest
1 CE credit for Professional Responsibility
$30.00 CAD
Advanced Needs Analysis
Advanced Needs Analysis (Financial Planning CE Course)
$30.00 CAD
Alberta General Level 1 Insurance & Life License Qualification Program (LLQP) Course Bundle
This bundle includes all the course material you need to pass your exams and get licensed to sell general, property
$500.00 CAD
Alberta General Level 1 Insurance Qualification Program
Designed by experts to help you pass your Alberta General Level 1 exam with ease and build an insurance practice with a high level of knowledge and competence.
$275.00 CAD
A&S Exam Rewrite Only
$100.00 CAD
A&S Only Course
Certification Course for A&S Insurance Licensing
$225.00 CAD
Beneficiary Designations
Life & A&S Insurance CE Course
$42.00 CAD
Big Data and the Industry
Big Data and the Financial Services & Insurance Industry (Practice Management CE Course)
$30.00 CAD
Business Planning Video Series CE Bundle
Video Series covering planning for each step of the life cycle of a small business.
$150.00 CAD
Business Planning Video Series Part 1
Financial Planning for Business Owners (Financial Planning CE Course)
$30.00 CAD
Business Planning Video Series Part 2
Financial Planning for Business Owners (Financial Planning CE Course)
$30.00 CAD
Business Planning Video Series Part 3
Financial Planning for Business Owners (Financial Planning CE Course)
$30.00 CAD
Business Planning Video Series Part 4
Financial Planning for Business Owners (Financial Planning CE Course)
$30.00 CAD
Business Planning Video Series Part 5
Financial Planning for Business Owners (Financial Planning CE Course)
$30.00 CAD
Business Planning Video Series Part 6
Financial Planning for Business Owners (Financial Planning CE Course)
$30.00 CAD
Business Planning Video Series Part 7
Financial Planning for Business Owners (Financial Planning CE Course)
$30.00 CAD
Business Planning Video Series Part 8
Financial Planning for Business Owners (Financial Planning CE Course)
$30.00 CAD
Buy/Sell Arrangements
$30.00 CAD
Canadian Regulation CE Bundle
Legal Basics, Fraud, FINTRAC, Beneficiaries & Privacy
$108.00 CAD
CE Renewal Bundle (AB &MB) 2022
$149.00 CAD
CE Renewal Bundle (BC) 2022
For British Columbia agents looking for 15 Life Credits for CE renewal for 2022
$149.00 CAD
CFP Core Curriculum + Advanced Curriculum
Courses for the CFP Core Curriculum & Advanced Curriculum
$1,600.00 CAD
CFP Exam Prep Early Bird Offer!
Monthly Review Sessions & Live Instruction Webinars for CFP Exam Prep
$800.00 CAD
CFP Exam Prep (Live Instruction)
Instructor Led Exam Prep for the CFP Exam
$650.00 CAD
CFP Exam Prep (Recorded Webinars)
Self-Paced Exam Prep for the CFP Exam
$375.00 CAD
CLU® Designation Program Course 255 (Live Instruction)
The CLU® certification provides the education needed in complex wealth transfer and estate planning.
$400.00 CAD
CLU® Designation Program Course 256 (Live Instruction)
The CLU® certification provides the education needed in complex wealth transfer and estate planning.
$400.00 CAD
CLU® Designation Program Course 257 (Live Instruction)
The CLU® certification provides the education needed in complex wealth transfer and estate planning.
$450.00 CAD
Concepts in Group Benefits CE Bundle
Overview and Concepts for Group Benefits
$150.00 CAD
Contractual Provisions Part 1
Contracts in Group Insurance & Group Benefits (CE Course)
$60.00 CAD
Contractual Provisions Part 2
Contracts in Group Insurance & Group Benefits (CE Course)
$60.00 CAD
Corporate Owned Insurance
Corporate Owned Insurance (Business Planning Insurance CE Course)
$30.00 CAD
Corporate Planning CE Bundle
Addressing Conflicts of Interest, Buy/Sell, Corporate Owned Insurance, Corporate Taxation, Benefits Plans
$108.00 CAD
Corporate Taxation
Corporate Taxation (Business Planning CE Course)
$30.00 CAD
Course 303 & 504 Recorded Webinars
Recorded webinars supporting Advocis Courses 303 & 504 from the CHS Designation Program
Free
Course 303 Recorded Webinars
Recorded webinars supporting Advocis Course 303 from the Certified Health Insurance Specialist Designation Program
Free
Course 504 Recorded Webinars
Recorded webinars supporting Advocis Course 504 from the Certified Health Insurance Specialist Designation Program
Free
CPP Benefits
CPP (Retirement CE Course)
$30.00 CAD
CPP Overview
CPP (Retirement CE Course)
$30.00 CAD
Customer Service Fundamentals
$30.00 CAD
Dental Care
Dental Care Products (Group Insurance & Group Benefits CE Course)
$42.00 CAD
Déontologie et pratique professionnelle (Code civil du Québec)
Ce module fait partie du cours complet de LLQP and des cours (A&S) d’accident et maladie
Free
EPC - Elder Planning Counselor Designation Program (Self-Study) DEMO
$1,095.00 CAD
Ethics and Professional Practice (Civil Code) Course
Stand-alone course for Ethics and Professional Practice (Civil Code).
$90.00 CAD
Ethics and Professional Practice (Common Law) Course
Stand-alone course for Ethics and Professional Practice (Common Law).
$90.00 CAD
Ethics Case Studies Volume I
Ethics & Professional Responsibility CE Course
$30.00 CAD
Ethics Case Studies Volume II
Ethics & Professional Responsibility CE Course
$30.00 CAD
Ethics & Professional Responsibility Bundle
3 FP Canada Professional Responsibility CE Credits and 3 Saskatchewan Ethics CE Credits, 3 IIROC Cycle 8 CE Credits
$78.00 CAD
Extended Health Care Benefit
Extended Health Care Products (Group Insurance & Group Benefits CE Course)
$42.00 CAD
Financial Math using Excel (Jun 17, 2022)
Live Half-Day CE Webinar (Jun 17, 2022)
$75.00 CAD
FINTRAC & Reporting Obligations
FINTRAC (Practice Management CE Course)
$30.00 CAD
Fraud Detection & Prevention
Fraud Detection & Prevention (Practice Management CE Course)
$30.00 CAD
Full LLQP (Civil Code)
$325.00 CAD
Full LLQP (Civil Code) Exam Rewrite
$150.00 CAD
Full LLQP (Common Law)
$350.00 CAD
Full LLQP Course + Live instruction Bundle
Live Instruction, Course, Textbooks & Certification Exams for Life and A&S Insurance Licensing
$650.00 CAD
Full LLQP Exam (Common Law) Rewrite Only
$200.00 CAD
Full LLQP Live Instruction Webinar (ILT)
Four Day Live & Interactive Webinar Supporting the Full LLQP Course
$350.00 CAD
Fundamentals of RRSPs
RRSP Fundamentals (Financial Planning CE Course)
$30.00 CAD
Government Benefits CE Bundle
CPP, OAS, GIS, Worker's Compensation, EI, Canada Health Act
$90.00 CAD
Government Benefits other than CPP
Government Benefits (Financial Planning CE Course)
$30.00 CAD
Government Disability Benefits
Government Benefits (Financial Planning CE Course)
$30.00 CAD
Group Insurance Overview and Benefits
Overview of Group Insurance for Financial Services Professionals (Financial Planning CE Course)
$60.00 CAD
Group Life Insurance, Accidental Death & Dismemberment and Dependent Life Insurance
Group Insurance Products (Group Insurance & Group Benefits CE Course)
$60.00 CAD
Health and Dental Coverage and Claims
Health and Dental Coverage and Claims (Financial Planning CE Course)
$30.00 CAD
Insurance Concepts
$30.00 CAD
Introduction to Cryptocurrency
$30.00 CAD
Legal Basics
Financial Planning CE Course
$30.00 CAD
Life Insurance Products
Insurance CE Course
$60.00 CAD
Life Refresher CE Bundle
Insurance Concepts, Insurance Products, Taxation of Life Insurance
$90.00 CAD
LLQP ILTx Webinar (Live Instruction)
Expert instructor live webinars for LLQP licensing exams.
$350.00 CAD
LLQP Recorded Webinar Only
Recorded Webinar covering the LLQP course.
$199.00 CAD
LLQP Study Bundle
Study materials only
$125.00 CAD
LLQP Top Up Live Instruction Webinar (ILT)
Four Day Live & Interactive Webinar Supporting the Top Up Course
$220.00 CAD
Long Term Disability Benefit
Long Term Disability (LTD) Products (Group Insurance & Group Benefits CE Course)
$42.00 CAD
Making Meetings Successful
Successful Meetings (Practice Management CE Course)
$30.00 CAD
Managing Cyber Risk
Cyber Risk (Practice Management CE Course)
$30.00 CAD
Mutual Funds Boot Camp
Previously recorded instruction supporting the Canadian mutual funds courses.
Free
Optimizing the Engagement Process
Ethics & Professional Responsibility CE Course
$30.00 CAD
Participating Whole Life
Insurance CE Course
$30.00 CAD
Personal Taxation
Personal Taxation CE Course
$30.00 CAD
Planning for Disabled Persons
Planning for Disabled Persons (Financial Planning CE Course)
$42.00 CAD
Planning for Success
Planning for Success (Practice Management CE Course)
$30.00 CAD
Presenting Yourself Professionally - All About You
Presenting Yourself Professionally (Practice Management CE Course)
$30.00 CAD
Presenting Yourself Professionally - Meeting Management
Presenting Yourself Professionally (Practice Management CE Course)
$30.00 CAD
Presenting Yourself Professionally - Social Media
Presenting Yourself Professionally (Practice Management CE Course)
$30.00 CAD
Privacy Legislation in Canada
$42.00 CAD
Products in Group Benefits CE Bundle
Products in Group Benefits
$150.00 CAD
QAFP Core Curriculum
Courses for the QAFP Core Curriculum
$1,250.00 CAD
QAFP Exam Prep Early Bird Offer!
Bundle Monthly Review Sessions & Live Instruction Webinars
$800.00 CAD
QAFP Exam Prep (Live Instruction)
Instructor Led Exam Prep for the QAFP Exam
$650.00 CAD
QAFP Exam Prep (Recorded Webinars)
Self-Paced Exam Prep for the QAFP Exam
$375.00 CAD
Registered Pension Plans
Registered Pension Plans (Financial Planning CE Course)
$30.00 CAD
Retirement CE Bundle
CPP, OAS, GIS, RRSPs, RPPs
$120.00 CAD
Retiring on Low Income
Free
Role of the Executor
Role of the Executor (Insurance CE Course)
$30.00 CAD
S04E24 - Maintaining Standards at FP Canada
$30.00 CAD
S04E27 - Estate Planning Collaboration
$30.00 CAD
S04E28 - Understanding Realtors
$30.00 CAD
S05E11 - Specialty LTD in Group Plans
$30.00 CAD
S05E12 - Retirement Income Planning Tech Stack
$30.00 CAD
S05E14 - Benchmarking in Group Benefits
$30.00 CAD
S05E15 - Surviving a FSRAO Audit
Group Benefits Pro Chris Gory joins Dave and Jason for a discussion of Chris’ recent audit with the Financial Services Regulatory Authority of Ontario.
$30.00 CAD
Segregated Funds
$42.00 CAD
Structure of Benefit Plans
$30.00 CAD
Taxation of Life Insurance
$30.00 CAD
TD Wealth Exam CFP Exam Prep Course
$1,000.00 CAD
Top UP Exam Rewrite Only
$100.00 CAD
Top Up from A&S Course
Certification Course for Life Insurance for Agents with A&S Licensing Already
$175.00 CAD
Top Up from A&S Course + Live Instruction Bundle
2 Days of Live Instruction, Course, Textbooks & Certification Exams for Life Insurance Licensing after A&S
$430.00 CAD
Top Up Study Bundle
Study materials only
$75.00 CAD
Trends in Financial Planning Research
$30.00 CAD
Unconventional Disability Products
Deep dive into uncoventional disability products.
$65.00 CAD
Understanding CPP
$65.00 CAD
Unit 1 - Personal Finance Building Blocks (Textbook & Learning Activities)
Unit 1 introduces you to the world of financial planning. FP Canada-approved Core Curriculum
$250.00 CAD
Unit 2 - Benefits, Math & Legal Building Blocks (Textbook & Learning Activities)
Core Curriculum Unit 2 dives into CPP, government benefits, the legal system, and more.
$250.00 CAD
Unit 3 - Blueprints (Textbook & Learning Activities)
Core Curriculum Unit 3 introduces you to taxation.
$250.00 CAD
Unit 4 - Investment & Insurance Tools (Textbook & Learning Activities)
Core Curriculum Unit 4 focusses on stocks, investing, risk, living benefit insurance, and more.
$250.00 CAD
Unit 5 - Retirement & Estate Planning Tools (Textbook & Learning Activities)
Unit 5 introduces students to retirement and real estate financial planning tools.
$250.00 CAD
Unit 6 - Construction (Behaviour, Practices & Regulation) (Textbook & Learning Activities)
Unit 6 teaches students to client interactions, human behaviour, and the regulatory environment.
$250.00 CAD
Unit 7 - Advanced Curriculum (Self-Study)
FP Canada-approved Advanced Curriculum for CFP or QAFP Certification
$400.00 CAD
Weekly Income Benefits
Weekly Income Products (Group Insurance & Group Benefits CE Course)