The Ultimate RIBO Course Bundle
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)
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Let's Get Uncomfortable: Life Changes and Difficult Conversations with Clients
Member: / Non Member:
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
Keeping Yourself out of Litigation Trouble
Member: / Non Member:
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
The Importance of Travel Insurance: Keeping your clients protected
Member: / Non Member:
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 Life, (#62849)
- BC: 1 Life and/or A&S , (#40338)
- ON: 1 Life
- SK: 1 Life
Why Cybersecurity Should be Top-of-Mind for all Business Owners
Member: / Non Member:
In this informative presentation, Roberta Tasson, Partner at The Magnes Group, will ook 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
Financial Advisory M&A: Financing as a Strategic Option
Member: / Non Member:
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)
- ON: 1 Life
- SK: 1 Life
Seniors and Technology: Lessons Learned from the Shift to Virtual Selling
Member: / Non Member:
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