Welcome!
Welcome to CE Central -- your source for high quality continuing education from IFB.
Here you can upgrade your knowledge, earn accredited CE for your life license, CFP designation, or your RIBO (Registered Deposit Brokers of Ontario) license.
You can access this content in 3 easy steps:
1. Click on the course you want to take.
2. Register or sign in. After you've registered you will just need to sign in to take more courses, and all your courses and certificates will be stored on your personal dashboard.
3. Start learning!
Once you've completed the course, you can click 'Take the Quiz' to test your knowledge and get your CE certificate.
We're adding new content all the time, so be sure to check back often for the latest course offerings!
Deposit Protection
A New Era of Deposit Protection: how changes to CDIC’s trust deposit rules will affect brokers and where to next
Member: $14 / Non Member: $24
Familiarize yourself with CDIC's new framework for how deposit insurance is provided for deposits held “in trust” at CDIC member institutions, taking effect April 30, 2022, and how this may affect deposits placed for your clients.
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Estate Planning
Tax and Estate Planning in a Covid-19 World
Member: $14 / Non Member: $24
Much has changed over the past year, but your clients’ need for estate planning support has not. If anything, the pandemic has heightened the importance of reviewing wills and estate plans.
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Communication Skills
Seniors and Technology: Lessons Learned from the Shift to Virtual Selling
Member: $14 / Non Member: $24
Amanda Richards of Chartwell Retirement Residences shares some of the lessons learned in working with senior clients during the pandemic. This course was originally offered at the IFB 2021 Fall Virtual Summit.
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FREE for IFB Members
Understanding Retirement Living Affordability
Member: FREE / Non Member: $20
Learn how to talk to your clients about retirement living with Amanda Richards, Director of Business Development and Community Integration with Chartwell Retirement Residences.
- ON, BC, SK - 1.0 Life License
- AAC - 1.0 Life, 1.00 A&S (#59148)
- MB - 1.0 Life and/or A&S (#37702)
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NEW! FREE for IFB Members
The Importance of Protecting your Business: Cybersecurity Threats and State-of-the-art Security Solutions
Member: FREE / Non Member: $20
Understand the latest Cybersecurity trends and solutions. Preetam Dutta, Co-Founder and CEO of Elpha Secure, and Roberta Tasson, Partner at the Magnes Group Inc., ensure you're well equipped to protect your business and clients.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#9828)
- AAC - 1.0 Life, 1.00 General (#58822)
- MB - 1.0 Life and/or A&S (#37580)
- RIBO - 1.0 Technical
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"Become a Tech Pro" Workshop Series
The Dos and Donts of Communicating Digitally: Cybersecurity
Member: $18 / Non Member: $30
In part 3 of the 'Become a Tech Pro' workshop series, understand security in a digital environment and how to protect you and your clients.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#8587)
- AAC - 1.0 Life, 1.00 General (#56643)
- MB - 1.0 Life and/or A&S (#36569)
- RIBO - 1.0 Personal Skills
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"Become a Tech Pro" Workshop Series
Technology Takeover: Mastering the Digital World
Member: $18 / Non Member: $30
In this final part of the 'Become a Tech Pro' workshop series, learn how to control what the world sees about your business and how to effectively automate processes.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#8588)
- AAC - 1.0 Life, 1.00 General (#56644)
- MB - 1.0 Life and/or A&S (#36569)
- RIBO - 1.0 Personal Skills
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Succession Planning
Pragmatic Succession: Steps You Can Take Now For Those Serious About a Successful Transition
Member: $15 / Non Member: $25
Contemplating succession of your practice? Learn actionable tips from Roland Chan, an expert in business transitions and CEO of FindBob.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#7931)
- AAC - 1.0 Life, 1.0 A&S, 1.00 General (#59114)
- MB - 1.0 Life and/or A&S (#35179)
- RIBO - 1.0 Personal Skills
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FREE for IFB Members
Mastering the Art of Relationship Based Advising
Member: FREE / Non Member: $20
Dr. Amy D'Aprix shares her knowledge on the art of relationship deepening and practical skills for elevating your practice.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Financial Planning (#8102)
- AAC - 1.0 Life (#35228)
- MB - 1.0 Life and/or A&S (#35179)
- RIBO - 1.0 Personal Skills
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Business Continuity Planning
Buying and Selling a Practice: The Buyer's Perspective
Member: $18 / Non Member: $30
In part 1 of the 'Buying and Selling a Practice' workshop series, Roland Chan, CEO of Findbob, shares insights on establishing goals and developing a sales strategy to find a suitable buyer for your practice.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#9296)
- AAC - 1.0 Life, 1.00 General (#57916)
- MB - 1.0 Life and/or A&S (#37099)
- RIBO - 1.0 Personal Skills
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Business Continuity Planning
Buying and Selling a Practice: The Seller's Perspective
Member: $18 / Non Member: $30
In part 2 of the "Buying and Selling a Practice' workshop series, understand how you can create a robust structure to define the most suitable acquisition targets.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#9295)
- AAC - 1.0 Life, 1.00 General (#57915)
- MB - 1.0 Life and/or A&S (#37098)
- RIBO - 1.0 Personal Skills
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"Become a Tech Pro" Workshop Series
Conducting Business in a Virtual World - Technology 101
Member: $18 / Non Member: $30
In part 1 of the 'Become a Tech Pro' workshop series, Matthew Grey, CEO and founder of Mind Surface, provides an overview of common digital tools and terminology to help you conduct high quality business virtually.
- ON, BC - 1.0 Life License
- FP Canada - 1.0 Practice Management (#8585)
- AAC - 1.0 Life, 1.00 General (#56641)
- MB - 1.0 Life and/or A&S (#36568)
- RIBO - 1.0 Personal Skills
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"Become a Tech Pro" Workshop Series
Bringing Technology Into Relationships: You’re Not a Robot
Member: $18 / Non Member: $30
Join Matthew Grey, CEO and founder of Mind Surface, for part 2 of the 'Become a Tech Pro' workshop series and learn how to bring technology into your client relationships.
- ON, BC - 1.0 Life License
- FP Canada - 1.0 Practice Management (#8587)
- AAC - 1.0 Life, 1.00 General (#56643)
- MB - 1.0 Life and/or A&S (#36567)
- RIBO - 1.0 Personal Skills
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Available
Insured Investments for Growth and Estate Planning
Member: $15 / Non Member: $25
Understand how to compete directly on costs and performance in the competitive investment marketplace with Dan Sims and Paul Grunsell from La Capital and SSQ Insurance.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Financial Planning (#8919)
- AAC - 1.0 Life (#57153)
- MB - 1.0 Life and/or A&S (#36313)
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Available
Help Your Clients Access the Cash Surrender Value in their Whole Life Policy
Member: $15 / Non Member: $25
Danielle Pears, Internal Business Development Manager with Equitable Bank's Wealth Solutions Team, brings you information on credit products for clients looking for quick access to tax-free cash.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Product (#8915)
- AAC - 1.0 Life (#57149)
- MB - 1.0 Life and/or A&S (#36309)
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Business Continuity Planning
Buying and Selling a Practice: The Business Broker's Perspective
Member: $20 / Non Member: $30
In this final part of the 'Buying and Selling a Practice' workshop series, learn from recognized business broker, Jerry Butler about valuations, transitions and mergers and acquisitions.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#9298)
- AAC - 1.0 Life 1.0 General (#57918)
- MB - 1.0 Life and/or A&S (#37101)
- RIBO - Personal Skills
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Free for IFB Members!
A Pragmatic Guide to Buying and Selling a Practice
Member: FREE / Non Member: $20
Founder and CEO of FindBob, Roland Chan, answers the key question: "How can I sell or transition my practice?"
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#8996)
- AAC - 1.0 Life 1.0 General (#57349)
- MB - 1.0 Life and/or A&S (#36318)
- RIBO - Management
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Available
Investment and Retirement Solutions
Member: $15 / Non Member: $25
Learn about investment products that will meet your clients current needs and future aspirations from Chantel Marquis, Director of Business Development for Individual Insurance and Investment-Retirement at UV Insurance.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Product (#8192)
- AAC - 1.0 Life (#56154)
- MB - 1.0 Life and/or A&S (#35407)
- RIBO - 1.0 Personal Skills
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Available
Innovative Web Solutions 2.0
Member: $15 / Non Member: $25
Brought to you by Roberta Lust, National Sales Director at Humania Assurance, learn about Humania's online insurance platform and how to integrate innovative online solutions into your practice.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Product (#7930)
- AAC - 1.0 Life, 1.0 A&S (#59111)
- MB - 1.0 Life and/or A&S (#34274)
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Available
The Impacts of Caregiving
Member: $15 / Non Member: $25
Join Dr. Amy D’Aprix, founder of Life Transitions by Dr. Amy and the 'Trusted Advisor of Choice' program, as she discusses a life transition that is not only important but pervasive: Caregiving.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#8914)
- AAC - 1.0 Life 1.0 A&S (#59313)
- MB - 1.0 Life and/or A&S (#36308)
- RIBO - 1.0 Personal Skills
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Free for IFB Members!
Marketing at a Distance: Steps To Transform Your Business
Member: FREE / Non Member: $20
Watch your business thrive with marketing strategies from Vexxit inc's Julie Rempet & David Robinson.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#7975)
- AAC - 1.0 Life (#59113)
- MB - 1.0 Life and/or A&S (#35184)
- RIBO - Personal Skills
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Available
Sales, Stereotypes and Seniors: Building Trust with Your Mature Clients
Member: $15 / Non Member: $25
Amanda Richards, Director of Business Development and Community Integration at Chartwell, Canada's largest retirement living organization, brings you an informative session on how to build trust and connections with your senior clients.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#8918)
- AAC - 1.0 Life 1.0 A&S 1.0 General (#57152)
- MB - 1.0 Life and/or A&S (#36312)
- RIBO - 1.0 Personal Skills
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Available
Taxes in a Post-Pandemic World
Member: $15 / Non Member: $25
Assurance and Advisory Partner at Bateman MacKay, Oscar Torres, addresses your concerns about the tax implications of the pandemic.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#9292)
- AAC - 1.0 Life (#59312)
- MB - 1.0 Life and/or A&S (#36320)
- RIBO - 1.0 Management
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Free for IFB Members!
Do you know how Assuris protects your clients?
Member: FREE / Non Member: $20
Learn how to put your clients mind at ease and how Assuris protects Canadian policy holders in the event their life insurance company fails.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Financial Planning (#7307)
- AAC - 1.0 Life, 1.0 A&S (#59109)
- MB - 1.0 Life and/or A&S (#35176)
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Available
Cyber Security and the New Normal
Member: $15 / Non Member: $25
Join Roberta Tasson, Partner at the Magnes Insurance Group Inc., and learn how to protect your business, employees and clients during a time of heightened risk.
- ON, BC, SK - 1.0 Life License
- FP Canada - Practice Management (#7434)
- AAC - 1.0 Life, 1.0 General (#59107)
- MB - 1.0 Life and/or A&S (#35173)
- RIBO - 1.0 Technical
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Free for IFB Members!
Caregiving Conversations: A Head-On Approach to Financial Caring
Member: FREE / Non Member: $20
From the founder of Life Transitions by Dr. Amy and founder of the 'Trusted Advisor of Choice' program, learn how empathy can help build deeper connections with clients.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Financial Planning (#9702)
- AAC - 1.0 Life, 1.0 A&S (#59314)
- MB - 1.0 Life and/or A&S (#37413)
- RIBO - 1.0 Personal Skills
Previously offered via webinar Sep. 14, 2021.
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