Your source for quality
Continuing Education
conveniently designed to fit your busy schedule as a financial professional.
Numerous courses available free for IFB Members!
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View our FAQ for more information.
Free, Fast, and Independent: Connecting your clients with the Ombudservice for Life and Health Insurance
Member: FREE / Non Member: $14
The OmbudService for Life and Health Insurance (OLHI) is a free, fast, independent, and impartial alternative dispute resolution public service for Canadian life and health insurance consumers.
OLHI provides accurate and accessible information about life and health insurance concerns. This includes guiding consumers through the complaints process, answering their questions, and helping them find lost policies or policies of deceased loved ones.
Credits:
MB: 0.5 (#43012)
AAC: 0.5 A&S, 0.5 Life, (#66584)
BC: 0.5 Life and/or A&S , (#43012)
ON: 0.5 Life
SK: 0.5 Life
CE Bundle: RIBO Edition 2023
Member: $69 / Non Member: $129
Get access to six RIBO CE accredited courses in one convenient package!
Credit details:
- 6 hours of RIBO-accredited CE (2 Personal, 2 Technical, 2 Management)
- 6 hours of CE for Life (ON, SK)
- 6 hours of FP Canada accredited CE for CFP professionals
- 6 hours for AIC (6 Life; 4 A&S; 4 General)
- 5 hours for Life/A&S (BC)
- 6 hours for Life/A&S (MB)
From Farm to Retirement: Pension Laws and Tax Strategies for Farm Corporations
Member: $99 / Non Member: $149
Join Pension Lawyer JP Laporte for a 3-hour review covering Farm Corporations' access to pension laws, enabling tax minimization and wealth maximization for retirement, including topics like tax-free generational wealth transfer, non-RRSP eligible asset class investments in Farm pension plans, and the role of insurance in boosting retirement savings.
Credits:
- FP Canada: 3 Financial Planning (#13225)
- MB: 3 Life (#42076)
- AAC: 3 Life, (#64962)
- MFDA: 3 Professional Development, (#1000003796)
- BC: 3 Life and/or A&S , (#42076)
- ON: 3 Life
- SK: 3 Life
Tax Strategies for Troubled Times
Member: $59 / Non Member: $89
Join IFB Board Chair Sheldon Stier, along with tax professionals Oscar Torres and Jean-Pierre Laporte, as they provide insights into maximizing loss utilization, utilizing Capital Gains Strip transactions, understanding the impact of increased prescribed rates, employing the Smith Maneuver, utilizing Canada's pension legislation for retirement planning, and demonstrating the application and potential tax savings through case studies.
Credits:
- FP Canada: 3 Financial Planning (#12513)
- MB: 3 (#40733)
- AAC: 3 Life, (#63652)
- BC: 3 Life and/or A&S , (#40733)
- ON: 3 Life
- SK: 3 Life
A Deep Dive into the Strategy and Practical Considerations of Buying and Selling a Business
Member: $64 / Non Member: $114
In this 3-hour session, Roland Chan, founder and CEO of FindBob and the engine behind Coming Up Next™, the IFB business continuity platform, will uncover critical decisions and actionable steps advisors should take when considering selling or acquiring a practice.
Credits:
- FP Canada: 3 Practice Management (#11449)
- MB: 3 (#38963)
- AAC: 3 A&S, 3 Life, 3 General (#62323)
- MFDA: 3 Professional Development, (#1000001232)
- BC: 3 Life and/or A&S , (#38963)
- ON: 3 Life
- SK: 3 Life
Become a Tech Pro: 4-Part Series
Member: $49 / Non Member: $99
Gain all the skills and confidence you need to navigate the virtual world with these 4 courses, presented by CEO and Founder of Mind Surface, Matthew Gray.
- 4 hours for Life/A&S (MB)
- 4 hours for FP Canada Practice Management
- 4 hours AAC accredited CE (4 Life, 4 General)
- 4 hours of RIBO accredited CE
Bridging the Gap: Exploring Solutions for Improved Healthcare Access in Canada
Member: $18 / Non Member: $23
Learn how the healthcare is going to continue to change in Canada and what you can do to prepare yourself and your clients.
Credits:
- FP Canada: 1 Product (#12968)
- MB: 1 (#41108)
- AAC: 1 A&S, (#64553)
- MFDA: 1 Professional Development, (#1000003426)
- BC: 1 Life and/or A&S , (#41108)
- ON: 1 Life
- SK: 1 Life
Let's Get Uncomfortable: Life Changes and Difficult Conversations with Clients
Member: $18 / Non Member: $23
Financial professionals have a unique role in their clients' lives, offering reassurance and guidance during major life changes. Join this interactive session with Chartwell Retirement Residences and IFB to learn practical advice on initiating and navigating difficult conversations about aging-related considerations, helping you better serve your clients.
Credits:
- FP Canada: 1 Financial Planning (#12969)
- RIBO: 1 Personal Skills
- MB: 1 (#41107)
- AAC: 1 A&S, 1 Life, 1 General (#64554)
- MFDA: 1 Professional Development, (#1000003430)
- BC: 1 Life and/or A&S , (#41107)
- ON: 1 Life
- SK: 1 Life
Cascading Life Insurance - Tax Efficient Intergenerational Wealth Transfer
Member: $18 / Non Member: $23
In this presentation, we will explore Cascading Life Insurance, a tax-efficient strategy for intergenerational wealth transfers, explaining the steps to implement it and showcasing its benefits through a case study. We will also discuss the features of our PAR whole life solution and how our team can assist in meeting your clients' needs.
Credits:
- FP Canada: 1 Financial Planning (#12970)
- MB: 1 (#41109)
- AAC: 1 Life, (#64555)
- MFDA: 1 Professional Development, (#1000003431)
- BC: Life and/or A&S , (#41109)
- ON: 1 Life
- SK: 1 Life
A Good Plan Today Is Better Than A Perfect Plan Tomorrow
Member: $18 / Non Member: $23
Learn from Roland Chan, CEO of FindBob, as he highlights the importance of succession planning beyond retirement and shares insights on when to start, emphasizing that the right time to begin is now.
Credits:
- FP Canada: 1 Practice Management (#13164)
- MB: 1 (#41721)
- AAC: 1 A&S, 1 Life, (#64560)
- MFDA: 1 Professional Development, (#1000003563)
- BC: 1 Life and/or A&S , (#41721)
- ON: 1 Life
- SK: 1 Life
Understanding your Risk: “Cyber” and Privacy-Related Claims
Member: $18 / Non Member: $23
This session aims to guide Financial Advisors in recognizing and managing cyber-security and privacy-related risks, addressing scenarios like email mishaps, suspicious instructions, and system compromise. Learn how to mitigate these issues, understand investigation and mitigation processes, and minimize the impact of security-related risks through awareness and preparedness.
Credits:
- FP Canada: 1 Practice Management (#13152)
- RIBO: 1 Technical
- MB: 1 (#41720)
- AAC: 1 Life, 1 General (#64559)
- MFDA: 1 Business Conduct – Other, (#1000003562)
- BC: 1 Life and/or A&S , (#41720)
- ON: 1 Life
- SK: 1 Life
Global Outlook: Moving Fast and Breaking Things
Member: $18 / Non Member: $23
Gain insights from Drummond Brodeur, lead Portfolio Manager for the Global Income and Growth Fund, as he discusses the global macro-outlook, including inflation, federal policy, and their impacts on economies and markets, while exploring fund strategies for navigating through market turmoil and using innovation in driving growth in uncertain times.
Credits:
- FP Canada: 1 Financial Planning (#13223)
- MB: 1 (#41716)
- AAC: 1 Life, (#64958)
- MFDA: 1 Professional Development, (#1000003706)
- BC: 1 Life and/or A&S , (#41716)
- ON: 1 Life
- SK: 1 Life
Behavioural Insights and Financial Behaviour
Member: $18 / Non Member: $23
Behavioural finance expert, Sasha Tregebov, explores the impact of cognitive biases and heuristics on financial decision-making, understanding concepts like loss aversion and the disposition effect through practical case studies. Learn new approaches to assist clients in making better financial decisions by mitigating the impact of these biases.
Credits:
- FP Canada: 1 Financial Planning (#13169)
- MB: 1 (#41717)
- AAC: 1 Life, 1 General (#64959)
- MFDA: 1 Professional Development, (#1000003566)
- BC: 1 Life and/or A&S , (#41717)
- ON: 1 Life
- SK: 1 Life
The Future-Ready Advisor
Member: $18 / Non Member: $23
Join IFB President and Chairman Sheldon Stier to explore key compliance practices, valuable book additions, and preparation for unexpected absences or planned retirement, equipping you with resources and tools to stay ready for what lies ahead.
Credits:
- FP Canada: 1 Practice Management (#13165)
- MB: 1 (#41722)
- AAC: 1 A&S, 1 Life, (#64561)
- MFDA: 1 Business Conduct – Other, (#1000003564)
- BC: 1 Life and/or A&S , (#41722)
- ON: 1 Life
- SK: 1 Life
Protecting Yourself and Your Clients: E&O Insurance Essentials for Financial Professionals
Member: $18 / Non Member: $23
Discover the essentials of E&O insurance from Roberta Tasson, partner at The Magnes Group, as she shares insights on policy features, exclusions, and market trends. Gain the knowledge necessary to make informed decisions and provide tailored insurance and risk management solutions to your clients.
Credits:
- FP Canada: 1 Practice Management (#13166)
- RIBO: 1 Technical
- MB: 1 (#41715)
- AAC: 1 Life, 1 General (#64957)
- MFDA: 1 Business Conduct – Other, (#1000003565)
- BC: 1 Life and/or A&S , (#41715)
- ON: 1 Life
- SK: 1 Life
Small Business is BIG Business
Member: $14 / Non Member: $23
This presentation explores the growth of small businesses in Canada and their under-served insurance needs. It includes statistical data, case studies, and guidance for financial advisors to understand the impact of premature death, disability, or critical illness on these businesses and assist with estate and business planning.
Credits:
- FP Canada: 1 Practice Management (#11994)
- MB: 1 (#40337)
- AAC: 1 A&S, 1 Life, 1 General (#62847)
- MFDA: 1 Professional Development, (#1000001668)
- BC: 1 Life and/or A&S , (#40337)
- ON: 1 Life
- SK: 1 Life
Let’s Simplify it! Breaking Down Concepts of Living Benefits
Member: $14 / Non Member: $23
In this presentation, we will not only share a better understanding, but help to clear up misunderstandings about what we think we know about Living Benefits, their place, their purpose and how we can simplify the plan.
Credits
- FP Canada: 1 Product (#11993)
- MB: 1 (#40336)
- AAC: 1 A&S, (#62846)
- MFDA: 1 Professional Development, (#1000001697)
- BC: 1 Life and/or A&S , (#40336)
- ON: 1 Life
- SK: 1 Life
Navigating the Changes to Healthcare in Canada
Member: $14 / Non Member: $23
Canada's growing wait times for surgeries, both elective and major, are unacceptable, particularly if your condition is not considered an immediate necessity. The pandemic has led to the suspension of around 300,000 surgeries in the Canadian healthcare system. This decision will have a lasting impact on families and clients. Let's discuss the evolving healthcare landscape in Canada and explore strategies to navigate these changes and find suitable plans for your clients.
Credits:
- FP Canada: 1 Product (#11919)
- MB: 1 (#40329)
- AAC: 1 A&S, (#62725)
- MFDA: 1 Professional Development, (#1000001626)
- BC: 1 Life and/or A&S , (#40329)
- ON: 1 Life
- SK: 1 Life
Financial Advisory M&A: Financing as a Strategic Option
Member: $14 / Non Member: $23
Gain insights on capital availability in a cash flow specific industry, including different structures, terms, and associated pros and cons. Advisors will develop an understanding of the credit process, be better prepared for lender conversations and applications, and learn about transaction structuring options and common mistakes through case studies, empowering them to strategically think about financing options for growth strategies and determine business valuations.
Credits:
- FP Canada: 1 Practice Management (#11920)
- RIBO: 1 Management
- MB: 1 (#40330)
- AAC: 1 A&S, 1 Life, (#62726)
- MFDA: 1 Professional Development, (#1000001627)
- ON: 1 Life
- SK: 1 Life
Planning Your Retirement with Critical Illness Insurance
Member: $14 / Non Member: $23
Andrew Oswald of Beneva explores the psychological factors influencing clients' focus on investment gains and reluctance to discuss critical illness insurance. Learn why retiree and pre-retiree clients should perceive their health as a significant retirement risk and discover steps to mitigate the financial impact of critical illness, empowering you as their trusted advisor to address the topic effectively.
Credits:
- FP Canada: 1 Financial Planning (#11923)
- MB: 1 (#40333)
- AAC: 1 A&S, 1 Life, 1 General (#62729)
- MFDA: 1 Professional Development, (#1000001663)
- BC: 1 Life and/or A&S , (#40333)
- ON: 1 Life
- SK: 1 Life
Retirement Planning with Life Insurance
Member: $14 / Non Member: $23
This presentation equips advisors with strategies to help clients diversify retirement savings through life insurance, addressing current trends and challenges in retirement planning. It highlights the tax advantages of this approach and emphasizes the protection critical illness insurance offers for retirement savings, accompanied by a case study and an overview of Foresters Financial and Member Benefits.
Credits:
- FP Canada: 1 Practice Management (#11921)
- MB: 1 (#40331)
- AAC: 1 A&S, 1 Life, (#62727)
- MFDA: 1 Professional Development, (#1000001660)
- BC: 1 Life and/or A&S , (#40331)
- ON: 1 Life
- SK: 1 Life
Understanding Care and Support Options in Canadian Retirement Homes
Member: $14 / Non Member: $23
The purpose of this session is to explore the necessities of proactive planning by reviewing the various lifestyle options available in retirement living settings. You will learn about the continuum of care and how your clients can best prepare financially to accommodate their changing and evolving needs over time.
Credits:
- FP Canada: 1 Financial Planning (#11997)
- MB: 1 (#40339)
- AAC: 1 A&S, (#62848)
- MFDA: 1 Professional Development, (#1000001699)
- BC: 1 Life and/or A&S , (#40339)
- ON: 1 Life
- SK: 1 Life
A Secure Way to Grow Your Savings
Member: $14 / Non Member: $23
Learn about GICs and how fixed income investments can provide a secure way to grow your client's savings. Given the aging Canadian population the importance of secure investments that can provide stable income has increased over the years. At the end of the presentation, you will understand the types of GICs offered and their specific features as well as how to complete the documentation. This will allow you to better assist your clients as well as increase your value as a trusted advisor.
Credits:
- FP Canada: 1 Product (#11925)
- MB: 1 (#40335)
- AAC: 1 Life, (#62731)
- MFDA: 1 Professional Development, (#1000001629)
- BC: 1 Life and/or A&S , (#40335)
- ON: 1 Life
- SK: 1 Life
The Importance of Travel Insurance: Keeping your clients protected
Member: $14 / Non Member: $23
Canadian travellers often assume that their provincial health care program will cover medical emergencies abroad, but this is not the case. Without travel insurance, medical expenses can quickly deplete lifelong savings. For over 25 years, Tour+Med has been offering reliable coverage and exceptional service to travellers, aiming to become a trusted leader in travel and health insurance.
Credits:
- FP Canada: 1 Product (#11995)
- RIBO: 1 Technical
- MB: 1 (#40338)
- AAC: 1 A&S, 1 General (#62849)
- MFDA: 1 Professional Development, (#1000001670)
- BC: 1 Life and/or A&S , (#40338)
- ON: 1 Life
- SK: 1 Life
CRM Best Practices: 5 Ways to Build your Book of Business
Member: $14 / Non Member: $23
Strengthen your business with the power of CRM and take "relationships management" to the next level by:
- Communication and Compliance
- Calendaring and Follow-ups
- Prospect and Client Profiles
- Next Level Client Service
- Building your Book of Business
Credits:
- FP Canada: 1 Practice Management (#11922)
- MB: 1 (#40332)
- AAC: 1 Life, 1 General (#62728)
- MFDA: 1 Professional Development, (#1000001628)
- ON: 1 Life
- SK: 1 Life
Protecting depositors under CDIC rules
Member: $14 / Non Member: $23
CDIC will provide an overview of the organization and an update on the deposit insurance coverage, including the types of deposits that are covered, and the coverage limits.
CDIC will also discuss topics of interest to independent financial professionals, such as ongoing digital innovation of the financial sector, including crypto-assets. families.
Credits:
- FP Canada: 1 Product (#11924)
- MB: 1 (#40334)
- AAC: 1 Life, (#62730)
- MFDA: 1 Professional Development, (#1000001664)
- BC: 1 Life and/or A&S , (#40334)
- ON: 1 Life
- SK: 1 Life
Think you know retirement living? Think again
Member: FREE / Non Member: $15
In this session learn about the true nature of retirement living in Canada, how t differs from long-term care, and how to navigate the options to benefit your clients.
Credits
- FP Canada: 1 Financial Planning (#10965)
- MB: 1 (#38986)
- AAC: 1 A&S, 1 Life, 1 General (#61108)
- MFDA: 1 Professional Development, (#1000000381 )
- BC: 1 Life and/or A&S , (#38986)
- ON: 1 Life
- SK: 1 Life
Pandemic Impact on the Great Wealth Transfer
Member: FREE / Non Member: $15
Join Mark O’Farrell as he demonstrates how the pandemic spawned The Great Retirement and how to pivot to meet these changes that preserve your business, build assets, life sales, seg funds and attract ideal clients.
Credits:
- FP Canada: 1 Financial Planning (#10967)
- MB: 1 (#38987)
- AAC: 1 Life, (#61109)
- MFDA: 1 Professional Development, (#1000000382 )
- BC: 1 Life and/or A&S , (#38987)
- ON: 1 Life
- SK: 1 Life
Why Cybersecurity Should be Top-of-Mind for all Business Owners
Member: FREE / Non Member: $15
In this informative presentation, Roberta Tasson, Partner at The Magnes Group, will look at the latest trends in cyber crime and the ways you can protect your business and the sensitive client information you have in your care.
Credits:
- FP Canada: 1 Practice Management (#10974)
- RIBO: 1 Technical
- MB: 1 (#38994)
- AAC: 1 Life, 1 General (#61116)
- MFDA: Professional Development, (#1000000385)
- BC: 1 Life and/or A&S , (#38994)
- ON: 1 Life
- SK: 1 Life
A Unique Health Insurance Solution
Member: $9 / Non Member: $15
Since the pandemic started, Canada has suspended over 300,000 elective and major surgeries. In this session learn how healthcare is going to continue to change in Canada and what you can do to prepare yourself and your clients.
Credits:
- FP Canada: 1 Product (#10968)
- MB: 1 (#38988)
- AAC: 1 A&S, (#61110)
- MFDA: 1 Professional Development, (#1000000383)
- BC: 1 Life and/or A&S , (#38988)
- ON: 1 Life
- SK: 1 Life
Advisor Errors and Omissions – Claim Trends and Tips
Member: FREE / Non Member: $15
In this interactive webinar, Thomas Wilson (a SeniorClaims Specialist with AXIS Capital) will teach you thebest practices that all agents should use in order to help avoid claims and protect your firm's assets from E&O claims.
Credits:
- FP Canada: 1 Practice Management (#10973)
- RIBO: 1 Technical
- MB: 1 (#38993)
- AAC: 1 A&S, 1 Life, 1 General (#61115)
- MFDA: 1 Professional Development, (#1000000384)
- BC: 1 Life and/or A&S , (#38993)
- ON: 1 Life
- SK: 1 Life
An Introduction to Behavioural Finance for Financial Professionals
Member: $19 / Non Member: $29
In this session, Sasha Tregebov from the Behavioural Insights Team will discuss the negative influence of behavioral finance on our financial choices and provide new approaches to helping clients make better decisions.
Credits:
- FP Canada: 1 Financial Planning (#10975)
- MB: 1 (#38995)
- AAC: 1 Life, 1 General (#61117)
- MFDA: 1 Professional Development, (#1000000387)
- BC: 1 Life and/or A&S , (#38995)
- ON: 1 Life
- SK: 1 Life
The Industry Blindspot You Didn't Know You About
Member: FREE / Non Member: $15
Roland Chan, CEO of Findbob, discusses the threat intergenerational wealth transfer in North America poses to dealers, carriers, advisors, and agents who have not developed effective ways to engage the next generation of clients.
Credits:
- FP Canada: 1 Financial Planning (#10964)
- MB: 1 (#38984)
- AAC: 1 Life, 1 General (#61106)
- MFDA: 1 Professional Development, (#1000000380)
- BC: 1 Life and/or A&S , (#38984)
- ON: 1 Life
- SK: 1 Life
Why Become a Certified Executor Advisor
Member: Free / Non Member: $24
Join CICEA President, Mark O'Farrell, for a Q&A Session on the CEA program and learn how it can benefit you and your practice.
Credits:
- FP Canada: 1 Practice Management (#11683)
- MB: 1 (#39864)
- AAC: 1 Life, (#62324)
- BC: 1 Life and/or A&S , (#38174)
- ON: 1 Life
- SK: 1 Life
FINTRAC Regulatory Update
Member: FREE / 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.
Credits:
- FP Canada: 1 Practice Management (#9951)
- MB: 1 (#37652)
- AAC: 1 Life, 1 General (#59105)
- BC: 1 Life and/or A&S , (#11111)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Practice Management (#9707)
- MB: 1 (#37416)
- AAC: 1 Life, (#58606)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- RIBO: 1 Personal Skills
- MB: 1 (#37382)
- AAC: 1 Life, 1 General (#58407)
- ON: 1 Life
- SK: 1 Life
All About Broadcasting: Create a professional client event/meeting
Member: $18 / Non Member: $30
In part 2 of the 'Meeting Magic' workshop series, take your client meetings to the next level by learning how to add branding and pre-recorded media that will create a professional feel.
Credits:
- RIBO: 1 Personal Skills
- MB: 1 (#37380)
- AAC: 1 Life, 1 General (#58405)
- ON: 1 Life
- SK: 1 Life
Meeting Magic Workshop Series
Member: $39 / Non Member: $69
In this 3-part series, Matthew Gray, CEO and Founder of Mind Surface, shares the ins and out of running effective virtual meetings and engaging client event. Whether you are hosting one-on-ones, team meetings, or dozens of clients, this intermediate-level workshop will give you the skills to take it to the next level.
- 3 hours for Life/A&S (MB)
- 3 hours AAC accredited CE (3 Life, 3 General)
- 3 hours of RIBO accredited CE (Personal Skills)
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.
Credits:
- RIBO: 1 Personal Skills
- MB: 1 (#37379)
- AAC: 1 Life, 1 General (#58404)
- ON: 1 Life
- SK: 1 Life
Be Prepared: Developing a Transition Game Plan
Member: FREE / 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.
Credits:
- FP Canada: 1 Practice Management (#9955)
- RIBO: 1 Management
- MB: 1 (#37631)
- AAC: 1 Life, 1 General (#58819)
- BC: 1 Life and/or A&S , (#37631)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Practice Management (#9950)
- RIBO: 1 Management
- MB: 1 (#37650)
- AAC: 1 Life, 1 General (#59104)
- BC: 1 Life and/or A&S , (#37650)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Financial Planning (#9829)
- MB: 1 (#37579)
- AAC: 1 Life, (#58821)
- BC: 1 Life and/or A&S , (#37579)
- ON: 1 Life
- SK: 1 Life
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)
Credits:
- FP Canada: 1 Practice Management (#10533)
- MB: 1 (#38174)
- AAC: 1 A&S, 1 Life, (#59826)
- BC: 1 Life and/or A&S , (#38174)
- ON: 1 Life
- SK: 1 Life
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)
Credits:
- FP Canada: 1 Practice Management (#9705)
- MB: 1 (#37414)
- AAC: 1 Life, (#58604)
- BC: 1 Life and/or A&S , (#37414)
- ON: 1 Life
- SK: 1 Life
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)
Credits:
- FP Canada: 1 Financial Planning (#9706)
- RIBO: 1 Personal Skills
- MB: 1 (#37415)
- AAC: 1 A&S, 1 Life, 1 General (#58605)
- BC: 1 Life and/or A&S , (#37415)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- MB: 1 (#37702)
- AAC: 1 A&S, 1 Life, (#59148)
- BC: 1 Life and/or A&S , (#37702)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Practice Management (#8587)
- RIBO: 1 Personal Skills
- MB: 1 (#36569)
- AAC: 1 Life, 1 General (#63790)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Practice Management (#8588)
- RIBO: 1 Personal Skills
- MB: 1 (#36569)
- AAC: 1 Life, 1 General (#63791)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Practice Management (#7931)
- RIBO: 1 Personal Skills
- MB: 1 (#35179)
- AAC: 1 A&S, 1 Life, 1 General (#59114)
- BC: 1 Life and/or A&S , (#35179)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Practice Management (#9296)
- RIBO: 1 Personal Skills
- MB: 1 (#37099)
- AAC: 1 Life, 1 General (#57916)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Practice Management (#9295)
- RIBO: 1 Personal Skills
- MB: 1 (#37098)
- AAC: 1 Life, 1 General (#60146)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Practice Management (#8585)
- RIBO: 1 Personal Skills
- MB: 1 (#36568)
- AAC: 1 Life, 1 General (#63789)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Practice Management (#8586)
- RIBO: 1 Personal Skills
- MB: 1 (#36567)
- AAC: 1 Life, 1 General (#63788)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Financial Planning (#8919)
- MB: 1 (#36313)
- AAC: 1 Life, (#63787)
- BC: 1 Life and/or A&S , (#36313)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Product (#8915)
- MB: 1 (#36309)
- AAC: 1 Life, (#63787)
- BC: 1 Life and/or A&S , (#36309)
- ON: 1 Life
- SK: 1 Life
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.
Credits:
- FP Canada: 1 Practice Management (#9298)
- RIBO: 1 Personal Skills
- MB: 1 (#37101)
- AAC: 1 Life, 1 General (#60148)
- ON: 1 Life
- SK: 1 Life
Health and Travel Innovation 2023
Member: FREE / Non Member: $25
Additionally, complementing health products, trusted travel insurance plans cater to various needs, offering 100% Guaranteed Acceptance Plans, simple digital solutions, and extensive coverage for emergency medical care, trip cancellation, and more will be highlighted.
Credits
- FP Canada: 1 Product (#14264)
- MB: 1 (#43011)
- AAC: 1 A&S, 1 General (#66583)
- MFDA: 1 Professional Development, (#1000005322)
- BC: 1 Life and/or A&S , (#43011)
- ON: 1 Life
- SK: 1 Life