2023 Spring Summit On-Demand
10 hours of CE for Life (ON, SK)
10 hours of FP Canada accredited CE for CFP professionals
10 hours for AIC (9 Life; 4 A&S; 4 General)
10 hours for Life/A&S (BC, MB)
10 hours for MFDA (7 PD, 3 BC)
3 hours of RIBO-accredited CE
Registration for this has now closed. If you have already registered, courses will be available to complete by August 31, 2023.
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Bridging the Gap: Exploring Solutions for Improved Healthcare Access in Canada
Member: / Non Member:
Learn how the healthcare is going to continue to change in Canada and what you can do to prepare yourself and your clients.
- 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
Cascading Life Insurance - Tax Efficient Intergenerational Wealth Transfer
Member: / Non Member:
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.
- 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
Global Outlook: Moving Fast and Breaking Things
Member: / Non Member:
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.
- 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: / Non Member:
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.
- 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
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.
- 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
Secure Your Clients Savings with GICs: A Comprehensive Guide to Fixed Income Investments
Member: / Non Member:
Discover the world of Guaranteed Investment Certificates (GICs) in our presentation, offering insight into how they can secure savings, protect assets, and provide stable income in today's financial landscape. Gain knowledge of various GIC types, their unique features, and learn how to assist clients in making informed investment decisions while becoming a trusted advisor through understanding documentation and POA information.
- FP Canada: 1 Product (#12974)
- MB: 1 (#41112)
- AAC: 1 Life, (#64558)
- MFDA: 1 Professional Development, (#1000003434)
- BC: 1 Life and/or A&S , (#41112)
- ON: 1 Life
- SK: 1 Life
Understanding your Risk: “Cyber” and Privacy-Related Claims
Member: / Non Member:
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.
- 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
A Good Plan Today Is Better Than A Perfect Plan Tomorrow
Member: / Non Member:
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.
- 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
The Future-Ready Advisor
Member: / Non Member:
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.
- 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: / Non Member:
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.
- 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