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!
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2022 On-demand Spring Virtual Summit
Member: $59 / Non Member: $110
ICYMI: The 2022 Spring Virtual Summit is now available on-demand! Upgrade your industry knowledge with 7 presentations from our incredible summit speakers.
- 7 hours for Life License (ON, BC, SK, MB)
- 7 hours for FP Canada CE
- 7 hours of AAC accredited CE (6 life, 3 A&S, 5 General)
- 7 hours of MFDA CE
- 2 hours of RIBO accredited CE
FINTRAC Regulatory Update
Member: $14 / Non Member: $24
Join FINTRAC's Julie Leclerc for a regulatory update covering topics such as recent regulatory changes, their examination process, and a look into suspicious transactions reports.
- ON, SK, BC - 1.0 Life License
- FP Canada - 1.0 Practice Management (#9951)
- MB: 1 Life and/or A&S (#37652)
- AAC: 1 Life, 1 General(#59105)
Life and Money: Connecting the Dots
Member: $14 / Non Member: $24
Dr. Amy D’Aprix provides practical tips, tools and advice that will allow you to truly understand your clients unique situation and solve the problems life throws at them.
- ON, SK, BC - 1.0 Life License
- FP Canada - 1.0 Practice Management (#9707)
- MB: 1 Life and/or A&S (#37416)
- AAC: 1 Life (#58606)
Making Follow Ups Matter: Automate Your Process to Never Miss an Opportunity
Member: $18 / Non Member: $30
In the final part of the 'Meeting Magic' workshop series, learn the most effective ways to follow up with prospects and clients using automated technology.
- RIBO: 1 Personal Skills
- MB: 1 Life and/or A&S (#37382)
- AAC: 1 Life, 1 General (#58407)
All About Broadcasting: Create a professional client event/meeting
Member: $18 / Non Member: $30
- RIBO: 1 Personal Skills
- MB: 1 Life and/or A&S (#37380)
- AAC: 1 Life, 1 General (#58405)
Master Meeting Platforms: Set Up and Run a Seamless Client Meeting
Member: $18 / Non Member: $30
In part 1 of the 'Meeting Magic' workshop series, understand the ins and outs of the most commonly used virtual meeting platforms so that you can host client meetings with ease and minimize technical difficulties.
- RIBO: 1 Personal Skills
- MB: 1 Life and/or A&S (#37379)
- AAC: 1 Life, 1 General (#58404)
Be Prepared: Developing a Transition Game Plan
Member: $14 / Non Member: $24
Learn about growth and perpetuation strategies, how to determine the best strategy for you, and the necessary steps to put a solid plan in place from expert in business continuity issues, Roland Chan, CEO & Founder of FindBob.
- FP Canada: 1 Practice Management (#9955)
- RIBO: 1 Management
- MB: 1 (#37631)
- AAC: 1 Life, 1 General (#58819)
Keeping Yourself out of Litigation Trouble
Member: $18 / Non Member: $28
This presentation will examine the most important legal cases asserting claims against independent financial planners. We will examine what occurred, how the Judge ruled on the case and then discuss how the lawsuit could have been entirely avoided. This will be a valuable tool in your risk management arsenal when confronted with an increasingly litigation-oriented society.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#9950)
- AAC - 1.0 Life 1.0 General (#59104)
- MB - 1.0 Life and/or A&S (#37650)
How Financial Advisors can use pension legislation to increase the retirement assets of their clients
Member: $14 / Non Member: $24
Learn about the highly specialized set of rules found in tax and pension statutes that enable business clients to set up personal pension plans and retirement compensation arrangements for themselves.
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Financial Planning (#9829)
- AAC - 1.0 Life (#58821)
- MB - 1.0 Life and/or A&S (#37579)
Life and Health Insurance Examination Process
Member: Free / Non Member: $20
Learn about the Financial Services Regulatory Authority's life and health insurance agent examination process, and the business practices that life agents should be following to ensure a successful examination outcome. (Previously offered as a Live Webinar)
- BC, SK, ON: 1 Life License
- FP Canada: 1 Practice Management (#10533)
- MB: 1 (#38174)
- AAC: 1 Life, 1 A&S (#59826)
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. (Previously offered at the IFB 2021 Fall Virtual Summit)
- BC, SK, ON: 1 Life License
- FP Canada: 1 Practice Management (#9705)
- MB: 1 (#37414)
- AAC: 1 Life, (#58604)
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. (Previously offered at the IFB 2021 Fall Virtual Summit)
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Financial Planning (#9709)
- AAC - 1.0 Life (#58609)
- MB - 1.0 Life and/or A&S (#37418)
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. (Previously offered at the IFB 2021 Fall Virtual Summit)
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Financial Planning (#9706)
- AAC - 1.0 Life, 1.00 A&S, 1.0 General (#58605)
- MB - 1.0 Life and/or A&S (#37415)
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)
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
The Dos and Donts of Communicating Digitally: Cybersecurity
Member: $18 / Non Member: $30
- 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
Technology Takeover: Mastering the Digital World
Member: $18 / Non Member: $30
- 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
Pragmatic Succession: Steps You Can Take Now For Those Serious About a Successful Transition
Member: $15 / Non Member: $25
- 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
Mastering the Art of Relationship Based Advising
Member: FREE / Non Member: $20
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Financial Planning (#8102)
- AAC - 1.0 Life (#60145)
- MB - 1.0 Life and/or A&S (#35179)
- RIBO - 1.0 Personal Skills
Buying and Selling a Practice: The Buyer's Perspective
Member: $18 / Non Member: $30
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#9296)
- AAC - 1.0 Life, 1.00 General (#60147)
- MB - 1.0 Life and/or A&S (#37099)
- RIBO - 1.0 Personal Skills
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 (#60146)
- MB - 1.0 Life and/or A&S (#37098)
- RIBO - 1.0 Personal Skills
Conducting Business in a Virtual World - Technology 101
Member: $18 / Non Member: $30
- 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
Bringing Technology Into Relationships: You’re Not a Robot
Member: $18 / Non Member: $30
- FP Canada - 1.0 Practice Management (#8586)
- AAC - 1.0 Life, 1.00 General (#56643)
- MB - 1.0 Life and/or A&S (#36567)
- RIBO - 1.0 Personal Skills
Insured Investments for Growth and Estate Planning
Member: $15 / Non Member: $25
- 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)
Help Your Clients Access the Cash Surrender Value in their Whole Life Policy
Member: $15 / Non Member: $25
- 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)
Buying and Selling a Practice: The Business Broker's Perspective
Member: $20 / Non Member: $30
- ON, BC, SK - 1.0 Life License
- FP Canada - 1.0 Practice Management (#9298)
- AAC - 1.0 Life 1.0 General (#60148)
- MB - 1.0 Life and/or A&S (#37101)
- RIBO - Personal Skills
A Pragmatic Guide to Buying and Selling a Practice
Member: FREE / Non Member: $20
- 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
Investment and Retirement Solutions
Member: $15 / Non Member: $25
- FP Canada - 1.0 Product (#8192)
- AAC - 1.0 Life (#60149)
- MB - 1.0 Life and/or A&S (#35407)
- RIBO - 1.0 Personal Skills
Innovative Web Solutions 2.0
Member: $15 / Non Member: $25
- FP Canada - 1.0 Product (#7930)
- AAC - 1.0 Life, 1.0 A&S (#59111)
- MB - 1.0 Life and/or A&S (#34274)
The Impacts of Caregiving
Member: $15 / Non Member: $25
- 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
Marketing at a Distance: Steps To Transform Your Business
Member: FREE / Non Member: $20
- FP Canada - 1.0 Practice Management (#7975)
- AAC - 1.0 Life (#59113)
- MB - 1.0 Life and/or A&S (#35184)
- RIBO - Personal Skills
Sales, Stereotypes and Seniors: Building Trust with Your Mature Clients
Member: $15 / Non Member: $25
- 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
Taxes in a Post-Pandemic World
Member: $15 / Non Member: $25
- 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
Do you know how Assuris protects your clients?
Member: FREE / Non Member: $20
- 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)
Cyber Security and the New Normal
Member: $15 / Non Member: $25
- 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
Caregiving Conversations: A Head-On Approach to Financial Caring
Member: FREE / Non Member: $20
- 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.