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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Member: Free / Non-Member: $20-25
IFB members can enjoy complimentary access to these CE courses.
The Assuris Confidence Framework: Protection, Funding, & Trust in Practice
Member: $49 / Non-Member: $69
This three-part session will cover Assuris’ role in safeguarding Canadian policyholders including real-world applications, insights into the evolving risk landscape, and strategies for top advisors to turn challenging conversations into opportunities.
Credits
- FP Canada: 3 Financial Planning (#A3820)
- MB: 3 (#49376)
- AIC: 3 A&S, 3 Life, (#76563)
- MFDA: 3 Professional Development (#1000011629)
- BC: 3 Life and/or A&S (#49376)
- ON: 3 Life
- SK: 3 Life
Advanced Approaches to Retirement and Estate Planning
Member: Free / Non-Member: $25
Using short case studies, this session covers retirement income (decumulation), post-mortem estate analysis, and insured wealth transfer to demonstrate how planning insights translate directly into advice opportunities.
Credits:
- MB: 1 (#48790)
- AIC: 1 Life, (#75523)
- BC: 1 Life and/or A&S (#48790)
- ON: 1 Life
- SK: 1 Life
Advising Clients in the Age of AI: A Behavioural Finance Perspective
Member: $25 / Non-Member: $35
In this session, participants will be briefly introduced to the field of behavioural finance to gain familiarity with key concepts.
Credits:
- FP Canada: 1 Practice Management (#3322)
- MB: 1 (#48641)
- AIC: 1 Life, (#75183)
- MFDA: 1 Professional Development (#1000011088)
- BC: 1 Life and/or A&S (#48641)
- ON: 1 Life
- SK: 1 Life
Tips, Traps & Considerations for Beneficiaries
Member: $25 / Non-Member: $35
This session provides financial advisors with a practical and technical review of beneficiary designations and their role in comprehensive planning.
Credits:
- FP Canada: 1 Financial Planning (#3323)
- MB: 1 (#48642)
- AIC: 1 Life, (#75184)
- MFDA: 1 Professional Development (#1000011089)
- BC: 1 Life and/or A&S (#48642)
- ON: 1 Life
- SK: 1 Life
Horror Stories: Planning from the Legal Perspective
Member: $25 / Non-Member: $35
In this session, an Estate & Trust Litigation Lawyer will delve into these underlying risks with a focus on two key areas: properly assessing capacity and identifying potential undue influence, and how these may impact your practice.
Credits:
- FP Canada: 1 Financial Planning (#3321)
- MB: 1 (#48640)
- AIC: 1 A&S, 1 Life, (#75182)
- MFDA: 1 Business Conduct – Other (#1000011087)
- BC: 1 Life and/or A&S (#48640)
- ON: 1 Life
- SK: 1 Life
AI, Advisors, & the Regulatory Blind Spot: A Compliance-First Approach
Member: $25 / Non-Member: $35
As AI becomes increasingly integrated into financial services, advisors face a paradox: there is a need to leverage AI to stay competitive, yet strict regulations are necessary to protect sensitive client data. This session examines a critical blind spot in the regulatory landscape – the emerging risk of ‘Shadow AI.'
Credits:
- FP Canada: 1 Practice Management (#3322)
- MB: 1 (#48641)
- AIC: 1 Life, (#75183)
- MFDA: 1 Professional Development (#1000011088)
- BC: 1 Life and/or A&S (#48641)
- ON: 1 Life
- SK: 1 Life
State of the Markets: Key Trends and Insights
Member: $25 / Non-Member: $35
This presentation will provide investment advisors with a current view of the global markets, commentary on the present geopolitical impact to the global markets, and an outlook on our capital markets expectations for the remainder of the year and beyond.
Credits:
- FP Canada: 1 Financial Planning (#3324)
- MB: 1 (#48643)
- AIC: 1 Life, (#75185)
- MFDA: 1 Professional Development (#1000011090)
- BC: 1 Life and/or A&S (#48643)
- ON: 1 Life
- SK: 1 Life
The Future of Financial Advice in Canada
Member: $49 / Non-Member: $69
Explore how advisors can help close Canada’s growing advice gap. Through a series of curated sessions, attendees will gain a deeper understanding of the economic pressures impacting Canadian households, technologies reshaping the delivery of advice, and the evolving expectations of underserved consumers. They'll also explore practical growth strategies for building a modern practice that meets the needs of the changing advisory landscape.
Credits
- FP Canada: 3 Financial Planning (#A3080)
- MB: 3 (#48583)
- AB: 3 Life, (#74856)
- MFDA: 3 Professional Development, (#1000011006)
- BC: 3 Life and/or A&S , (#48583)
- ON: 3 Life
- SK: 3 Life
Connecting the Dots: Turning Complex Plans into Client Clarity
Member: $99 / Non-Member: $149
From our powerful half-day summer livestream, this three-part mini series has three of Canada’s top financial minds tackle one critical question:
How do you bring all the moving pieces of a financial plan together into one cohesive strategy?
CE Credits:
- 3 hours of FP Canada (Financial Planning)
- 3 hours of MFDA (Professional Development)
- 3 hours of Life (ON, BC, AB, SK, MB)
How AI Can Streamline Operations And Ensure A Steady Flow Of New Clients
Member: $18 / Non-Member: $23
Dave will explore how financial advisors can effectively and responsibly use AI for planning, compliance, and lead generation within their practices.
Credits:
- FP Canada: 1 Practice Management (#17490)
- MB: 1 (#46763)
- AB: 1 Life, (#72151)
- MFDA: 1 Professional Development, (#1000008935)
- BC: 1 Life and/or A&S , (#46763)
- ON: 1 Life
- SK: 1 Life
Dealing with Incapacity as a Wealth Advisor
Member: $18 / Non-Member: $23
This presentation will equip wealth advisors to recognize and manage client incapacity, navigate legal tools, and address complex regulatory and cross-jurisdictional issues.
Credits:
- FP Canada: 1 Financial Planning (#17564)
- MB: 1 (#46765)
- AB: 1 A&S, 1 Life, (#72153)
- MFDA: 1 Business Conduct – Ethics, (#1000008989)
- BC: 1 Life and/or A&S , (#46765)
- ON: 1 Life
- SK: 1 Life
Understanding E&O Claims: What Every Financial Professional Needs to Know
Member: $18 / Non-Member: $23
This session will cover various claims scenarios, highlighting how E&O insurance can assist, but also discussing ways in which brokers and advisors can help to implement practices to ensure they are maximally protected in the event of a claim.
Credits:
- FP Canada: 1 Practice Management (#17565)
- MB: 1 (#46766)
- AB: 1 A&S, 1 Life, 1 General (#72154)
- MFDA: 1 Business Conduct – Other, (#1000008990)
- BC: 1 Life and/or A&S , (#46766)
- ON: 1 Life
- SK: 1 Life
Bridging the Gap: Navigating Senior Living Conversations with Senior Clients and Families
Member: $18 / Non-Member: $23
This presentation will equip financial professionals with essential strategies to navigate conversations about senior living options and future care needs with their clients and their families. Led by an expert in senior housing, the session will cover the importance of proactive long-term planning, understanding various senior living options in Canada, and effectively navigating difficult conversations. Attendees will learn practical tools and techniques to handle complex family dynamics, build trust through storytelling, and ensure clients’ wishes are respected.
Credits:
- FP Canada: 1 Financial Planning (#17485)
- MB: 1 (#46759)
- AB: 1 Life, 1 General (#72147)
- MFDA: 1 Professional Development, (#1000008921)
- BC: 1 Life and/or A&S , (#46759)
- ON: 1 Life
- SK: 1 Life
Protecting Canadian Policyholders with Assuris
Member: $18 / Non-Member: $23
Assuris is a not-for-profit organization dedicated to protecting Canadian policyholders if their life and health insurance company fails. This session will provide financial advisors with a comprehensive overview of the organization, Assuris' protective measures, along with real-life scenarios to illustrate how these protections are applied in practice. Assuris will also share resources and tools available to support client education so you can confidently reassure clients that their benefits remain secure, even in unexpected situations.
Credits:
- FP Canada: 1 Financial Planning (#CE16834)
- MB: 1 (#46088)
- AB: 1 A&S, 1 Life, (#71052)
- MFDA: 1 Professional Development, (#1000008143)
- BC: 1 Life and/or A&S , (#46088)
- ON: 1 Life
- SK: 1 Life
New Factory Thinking: Innovating Financial Advisory for Growth and Success
Member: $18 / Non-Member: $23
This presentation introduces financial advisors to “New Factory Thinking,” a strategy designed to move beyond traditional financial services by embracing innovation and creating new value. It explores methods to expand a financial advisory practice by attracting higher-quality clients, increasing profitability, and improving efficiency. The session highlights the importance of continuous reinvention, adapting to evolving client needs, and leveraging advanced technologies such as AI and augmented reality.
Credits:
- FP Canada: 1 Practice Management (#17486)
- MB: 1 (#46760)
- AB: 1 Life, (#72148)
- MFDA: 1 Professional Development, (#1000008932)
- BC: 1 Life and/or A&S , (#46760)
- ON: 1 Life
- SK: 1 Life
How to Create the Retirement Income Plan
Member: $18 / Non-Member: $23
This session will review the ever-changing retirement landscape for Canadians and assess the risks for retirees as they approach or enter retirement age.
Credits:
- FP Canada: 1 Financial Planning (#17487)
- MB: 1 (#46761)
- AB: 1 Life, (#72149)
- MFDA: 1 Professional Development, (#1000008933)
- BC: 1 Life and/or A&S , (#46761)
- ON: 1 Life
- SK: 1 Life
Structuring Succession for Success
Member: $18 / Non-Member: $23
The course will explore some of the factors to consider when planning business succession and book management to provide continuity of care to clients through a transition. Discussions will be had on finding the right advisor that fits with the overall business and operating philosophy and how to realize on the goodwill value of an advisor’s book of business.
Credits:
- FP Canada: 1 Practice Management (#17563)
- MB: 1 (#46764)
- AB: 1 A&S, 1 Life, 1 General (#72152)
- MFDA: 1 Professional Development, (#1000008988)
- BC: 1 Life and/or A&S , (#46764)
- ON: 1 Life
- SK: 1 Life
Perpetuating Growth: Tools and Strategies for Building a Thriving Financial Practice
Member: $39 / Non-Member: $59
Are you ready to future-proof your financial practice? We'll explore three essential strategies to grow and perpetuate your financial practice while maintaining control and flexibility.
Credits:
- FP Canada: 2 Practice Management (#17339)
- MB: 2 (#46420)
- AB: 2 A&S, 2 Life, (#71604)
- MFDA: 2 Professional Development, (#1000008651)
- BC: 2 Life and/or A&S , (#46420)
- ON: 2 Life
- SK: 2 Life
Essential Corporate Insurance Strategies for Advisors
Member: $49 / Non-Member: $69
In this session, Jos will guide advisors through integrating corporate insurance with broader financial, tax, and estate planning. Advisors will get to understand how to align insurance strategies with the specific needs and goals of a corporation. We will discuss strategies and the critical tax implications and legal aspects of corporate insurance. This webinar is designed for advisors who already have a fundamental understanding of corporate insurance and are looking to elevate their expertise to a higher level.
Credits:
- FP Canada: 1 Financial Planning
- MB: 1 Life and/or A&S
- AB: 1 Life
- MFDA: 1 Professional Development
- BC: 1 Life and/or A&S
- ON: 1 Life
- SK: 1 Life
Navigating the Latest Updates in Tax and Estate Planning
Member: $49 / Non-Member: $69
In this informative session, Kevin Wark will highlight recent developments affecting tax and estate planning within the financial advisory community. This session will include a status report on 2024 budget proposals, recent tax and estates court decisions and important CRA interpretations/announcements.
Credits
- FP Canada: 1 Financial Planning
- MB: 1 Life and/or A&S
- AB: 1 Life
- MFDA: 1 Professional Development
- BC: 1 Life and/or A&S
- ON: 1 Life
- SK: 1 Life
More Than Just Henson Trusts: Planning for Beneficiaries with Disabilities
Member: $49 / Non-Member: $69
Join Paul Taylor, a Partner in the Ottawa office of Borden Ladner Gervais LLP and an experienced trust and estate lawyer, for a discussion on the various planning tools available to practitioners serving clients who have beneficiaries with disabilities. Topics will include qualified disability trusts, Henson trusts, the preferred beneficiary election, and RDSPs. The presentation will also touch on other issues such as guardianship and estate planning for individuals with disabilities.
Credits
- FP Canada: 1 Financial Planning
- MB: 1 Life and/or A&S
- AB: 1 Life
- MFDA: 1 Professional Development
- BC: 1 Life and/or A&S
- ON: 1 Life
- SK: 1 Life
Understanding Assuris Protection
Member: $18 / Non-Member: $23
Explores how Assuris safeguards policyholders if a life and health insurer fails. Through real-life scenarios, you'll gain tools to reassure clients, enhance your knowledge, and provide peace of mind at the point of sale and beyond.
Credits
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 A&S & Life
- BC: 1 Life/ A&S
- ON: 1 Life
- SK: 1 Life
Navigating the Healthcare Challenges in Canada
Member: $18 / Non-Member: $23
Discover how Best Doctors Canada Insurance provides access to top-tier medical services worldwide. This session highlights the unique benefits of coverage, from emergency care to specialist consultations and extended hospital stays, empowering you to meet diverse medical needs globally.
Credits:
- FP Canada: 1 Product
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 A&S & Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Affording Senior Living
Member: $18 / Non-Member: $23
This session explores the costs of senior living, comparing retirement communities with homecare while debunking the "free aging at home" myth. Learn strategies to fund retirement living, invest home proceeds, access government benefits, and balance costs with preserving inheritance.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life & General
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Navigating the Canadian Public/Private Healthcare Landscape
Member: $18 / Non-Member: $23
Dive into the beginnings of Universal Healthcare in Canada, how it has evolved over the years and most importantly. This session will assist the advisor in navigating private healthcare options such as insurance companies and other benefit providers for their clients.
Credits:
- FP Canada: 1 Product
- MFDA: 1 Professional Development,
- MB: 1 Life/A&S
- AB: 1 A&S & Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Managing your E&O Risk - Let’s Talk Claims
Member: $18 / Non-Member: $23
Familiarize yourself with common allegations and claim scenarios that could arise in your profession or personal life, and discover best practices to minimize the likelihood of claims being filed against you. Plus, how to ensure you are prepared for the process in the event you do need to report a claim.
Credits:
- FP Canada: 1 Practice Management
- MFDA: 1 Business Conduct – Other
- MB: 1 Life/A&S
- AB: 1 Life, General, A&S
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
The New Factory Thinker 2030
Member: $18 / Non-Member: $23
This presentation introduces financial advisors to ‘New Factory Thinking,’ a strategy for evolving beyond traditional financial services by focusing on innovation and creating new value. It outlines methods to grow a financial advisory practice by attracting higher quality clients, increasing profitability, and working more efficiently.
Credits:
- FP Canada: 1 Practice Management
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
What, Me Worry? Cybersecurity and the Independent Financial Professional
Member: $18 / Non-Member: $23
Knowing how to protect your business, and your client’s data begins with understanding the risk. Roberta Tasson, Senior VP of Professional and Financial Services, will reveal vulnerabilities like ransomware and phishing and provide a roadmap to protect your business and client data.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Business Conduct – Other
- MB: 1 Life/A&S
- AB: 1 Life & General
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Why Advisors Need To Understand Pension Laws For Their Business Clients
Member: $18 / Non-Member: $23
Explore how pension laws can benefit entrepreneurs. Learn tax-saving strategies, advantages of upgrading from RRSPs to pensions, and tailored solutions for business clients' retirement planning needs.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
A White Sheet of Paper Approach for a Decade Full of Surprises
Member: $18 / Non-Member: $23
Join Jonathan Lo, VP at AGF, as he examines the evolving macroeconomic and political landscape. Gain data-driven insights into market conditions, emerging investment opportunities, and strategies for navigating risks in an unpredictable world.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Probategeist: A Nightmare of Horrors When Estate Plans Get Massacred
Member: $19 / Non-Member: $24
Credits:
- FP Canada: 1 Financial Planning (#18552)
- MB: 1 (#47755)
- AIC: 1 A&S, 1 Life, (#73341)
- BC: 1 Life and/or A&S (#47755)
- ON: 1 Life
- SK: 1 Life
From Advisors to Advocates: Redefining Support Through Strategic Partnerships
Member: $19 / Non-Member: $24
Credits:
- FP Canada: 1 Financial Planning (#18520)
- MB: 1 (#47753)
- AIC: 1 Life, (#73821)
- BC: 1 Life and/or A&S (#47753)
- ON: 1 Life
- SK: 1 Life
What You Don’t Know About Pension Plans Will Cost Your Clients Dearly
Member: $19 / Non-Member: $24
Credits:
- FP Canada: 1 Financial Planning (#18550)
- MB: 1 (#47766)
- AIC: 1 Life, (#73828)
- BC: 1 Life and/or A&S (#47766)
- ON: 1 Life
- SK: 1 Life
Empowering Advisors with AI: Faster Sales, Stronger Relationships, Better Results
Member: $19 / Non-Member: $24
Credits:
- FP Canada: 1 Practice Management (#18620)
- MB: 1 (#47765)
- AIC: 1 Life, (#73827)
- BC: 1 Life and/or A&S (#47765)
- ON: 1 Life
- SK: 1 Life
AI Essentials: Four Practical Tools for Financial Advisors
Member: $19 / Non-Member: $24
Credits:
- FP Canada: 1 Practice Management (#18545)
- MB: 1 (#47897)
- AIC: 1 Life, (#73918)
- BC: 1 Life and/or A&S (#47897)
- ON: 1 Life
- SK: 1 Life
Private Markets and Portfolio Management Partnerships for Advisors
Member: $19 / Non-Member: $24
Credits:
- FP Canada: 1 Financial Planning (#18630)
- MB: 1 (#47898)
- AIC: 1 Life, (#73919)
- BC: 1 Life and/or A&S (#47898)
- ON: 1 Life
- SK: 1 Life
Practice Tips & Tricks for Managing Cyber and Liability Risks
Member: $19 / Non-Member: $24
Credits:
- FP Canada: 1 Practice Management (#18548)
- MB: 1 (#47763)
- AIC: 1 Life, (#73825)
- BC: 1 Life and/or A&S (#47763)
- ON: 1 Life
- SK: 1 Life
Update on the U.S. Markets and Socio-Political Issues in Washington
Member: $19 / Non-Member: $24
Credits:
- FP Canada: 1 Financial Planning (#18553)
- MB: 1 (#73340)
- AIC: 1 A&S, 1 Life, (#73340)
- BC: 1 Life and/or A&S (#47754)
- ON: 1 Life
- SK: 1 Life