Your source for quality
Continuing Education
conveniently designed to fit your busy schedule as a financial professional.
Numerous courses available free for IFB Members!
ATTENTION: Please ensure your web browser is set to allow all cookies and any third-party privacy software is disabled before beginning a course.
To avoid issues tracking your progress, we recommend using Google Chrome or Microsoft Edge (Internet Explorer) when accessing courses.
We do not recommend using Safari or Firefox due to default settings.
View our FAQ for more information.
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)
- AAC: 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)
- AAC: 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)
- AAC: 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)
- AAC: 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)
- AAC: 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)
- AAC: 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)
- AAC: 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)
- AAC: 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)
- AAC: 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
- AAC: 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
- AAC: 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
- AAC: 1 Life
- MFDA: 1 Professional Development
- BC: 1 Life and/or A&S
- ON: 1 Life
- SK: 1 Life
Best Practices for Successful Practice Succession
Member: $18 / Non-Member: $23
Optimal Practice Succession has been designed around advisors leaving a legacy as they seek to retire, passing the baton of leading their practice to the next generation. Learn the main elements involved to ensure smooth and value-creating successions, for both advisors and clients.
Credits:
- FP Canada: 1 Practice Management
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life, A&S, & General
- BC: 1 Life/ 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
Are You Diversified?
Member: $19 / Non-Member: $24
Over the past year market performance has been driven by a narrow group of companies but diversification matters and investors need to think longer term. Join us to hear how Portfolio Managers Jason Gibbs and Frank Latshaw stay the course in building diversified portfolios that focus on income-generating securities while highlighting their quality at a reasonable price (QUARP®) investment approach.
Credits:
- FP Canada: 1 Financial Planning (#CE15377)
- MB: 1 (#44256)
- AAC: 1 A&S, (#68281)
- MFDA: 1 Professional Development, (#1000006552)
- BC: 1 Life and/or A&S , (#44256)
- ON: 1 Life
- SK: 1 Life
Optimal Practice Succession
Member: $19 / Non-Member: $24
Our presentation will cover book successions to established advisors, those with strong track records of gathering and retaining assets. Established advisors will not only provide competent advice, but also of great importance, they will inspire confidence in clients. As digital alternatives continue to grow and the industry becomes ever-more crowded, inspiring confidence through communication, persuasion and putting people at ease, what some call “just sales,” is becoming more valuable than it has ever been before.
Loyal clients place their trust in their advisors for decades and advisors can repay that loyalty and trust by securing successors with the strongest track records of building practices, creating value and inspiring confidence.
Putting clients first means putting yourself first too. The most successful succession advisor will provide an optimal succession experience and outcomes for your clients, and that same successful advisor will provide the strongest transition terms for you.
Credits:
- FP Canada: 1 Practice Management (#CE15236)
- MB: 1 (#44011)
- AAC: 1 A&S, 1 Life, 1 General (#68071)
- MFDA: 1 Professional Development, (#1000006514)
- BC: 1 Life and/or A&S , (#44011)
- ON: 1 Life
- SK: 1 Life
Addressing Canadian Health Care Challenges: A Unique Solution
Member: $19 / Non-Member: $24
In today’s rapidly evolving world, access to quality medical care is of the utmost important.
Best Doctors Canada Insurance is renowned for its comprehensive coverage and a network of world-class medical professionals.
We have organized an informative session to introduce you to the exclusive features and advantages of Best Doctors Canada Insurance Global Medical Care.
During the session, you will have the opportunity to:
1. Gain a comprehensive understanding of the insurance plans available, designed to provide global medial coverage, including emergency care, specialist consultations, hospital stays, and more.
2. Explore the network of highly qualified physicians and medical centers available through Best Doctors Canada Insurance for annual health assessments.
3. Discover the convenience and simplicity of accessing medical services and consultations Worldwide.
4. Learn about the personalized care and support provided by Best Doctors Canada Insurance’s expert team.
By attending this session, you will gain valuable insights into how we can assist you in safeguarding your well-being, wherever life takes you.
Credits:
- FP Canada: 1 Product (#CE15234)
- MB: 1 (#44008)
- AAC: 1 A&S, 1 Life, (#68069)
- MFDA: 1 Professional Development, (#1000006512)
- BC: 1 Life and/or A&S , (#44008)
- ON: 1 Life
- SK: 1 Life
Social Impacts on the Senior Buyers Journey
Member: $19 / Non-Member: $24
There are a number of societal factors that influence the decisions of senior citizens in the consumer journey. This presentation explores how these interactions shape the buying behaviours, preferences, and paths of older adults as they navigate the marketplace and make purchase decisions.
We’ll explore several factors relative to senior buying habits including:
- Preference for Quality and Reliability
- Value for Money
- Brand Loyalty
- Comfort and Convenience
- Health and Wellness
- Social Influence
- Emotional Factors
Overall, social norms can shape seniors' buying habits by influencing their preferences, priorities, and perceptions of value. Understanding these influences can help financial advisors tailor their messaging, products, and services to better meet the needs and preferences of older consumers.
Credits:
- FP Canada: 1 Financial Planning (#CE15235)
- MB: 1 (#44010)
- AAC: 1 Life, 1 General (#68070)
- MFDA: 1 Professional Development, (#1000006513)
- BC: 1 Life and/or A&S , (#44010)
- ON: 1 Life
- SK: 1 Life
Protect Yourself from an E&O Lawsuit
Member: $19 / Non-Member: $24
Many brokers think that E&O claims are something that only ever happens to other people. And, while the majority of agents will go through an entire career without a claim, many well-intentioned and responsible brokers are surprised when the unthinkable happens to them. This session will provide you with insights into some common areas in which claims arise, and some simple good habits that will help prevent problems, and that will also strengthen your position before the courts should an incident ever lead to a claim against you.
Credits:
- FP Canada: 1 Practice Management (#CE15291)
- MB: 1 (#44018)
- AAC: 1 A&S, 1 Life, 1 General (#68100)
- MFDA: 1 Business Conduct – Other, (#1000006515)
- BC: 1 Life and/or A&S , (#44018)
- ON: 1 Life
- SK: 1 Life
Canada's Housing Affordability Challenge: Insights from Leaders in the Apartment Investment Market
Member: $19 / Non-Member: $24
The Canadian housing market's affordability crisis is well-known, with rising housing prices and mortgage payments, and fewer rental options. Kevin Prins, Private Pension Partners’ President, and Tom Toni, Associate VP of Real Estate Capital for P3 Investments, will discuss market fundamentals driving this supply-demand imbalance and its impact on apartment investments. Attendees will gain insights into the drivers of housing demand and the challenges developers face in increasing supply.
Credits:
- FP Canada: 1 Financial Planning (#CE15382)
- MB: 1 (#44257)
- AAC: 1 Life, (#68282)
- MFDA: 1 Professional Development, (#1000006553)
- BC: 1 Life and/or A&S , (#44257)
- ON: 1 Life
- SK: 1 Life
Revolutionizing Group Benefits: A Journey Towards Efficiency
Member: $19 / Non-Member: $24
While technology has revolutionized many industries, group benefits have remained largely untouched by this digital transformation. In this session, we’ll explore innovative strategies to streamline the multitude of documents required in the group benefits process, enhancing efficiency and creating a better experience for both clients and administrators.
Credits:
- FP Canada: 1 Practice Management (#CE15240)
- MB: 1 (#44016)
- AAC: 1 A&S, 1 Life, 1 General (#68075)
- MFDA: 1 Professional Development, (#1000006350)
- BC: 1 Life and/or A&S , (#44016)
- ON: 1 Life
- SK: 1 Life
Financial Plans for Your Clients: A Financial Planning Presentation
Member: $19 / Non-Member: $24
Join seasoned financial planner, Kenneth Doll, as he shares his journey from investment and insurance advising to full-time financial planning, motivated by his struggling to find reliable financial planning options. During this session, Kenneth will dive into the concept of fee-only financial planning, emphasizing its holistic approach encompassing taxation, investment, estate, and retirement planning. He will go over the various financial planning software available, compensation structures, the six-step financial planning process, as well as the benefits of this comprehensive strategy for both the broker and the client.
Credits:
- FP Canada: 1 Financial Planning (#CE15241)
- MB: 1 (#44017)
- AAC: 1 A&S, 1 Life, (#68076)
- MFDA: 1 Professional Development, (#1000006351)
- BC: 1 Life and/or A&S , (#44017)
- ON: 1 Life
- SK: 1 Life
The Magic Numbers in Retirement Income Planning
Member: $19 / Non-Member: $24
At a time when there are fewer defined benefit pension plans, consumers are being told that they should focus on a target accumulation number. But what does that number mean when the time comes to turn retirement assets into income? This session details retirement income planning steps and a specific investment strategy working in tandem for both the client and the advisor. Advisors will come away with a more meaningful approach to delivering sustainable income for their clients.
Credits:
- FP Canada: 1 Financial Planning (#CE15487)
- MB: 1 (#44258)
- AAC: 1 Life, (#68515)
- MFDA: 1 Professional Development, (#1000006572)
- BC: 1 Life and/or A&S , (#44258)
- ON: 1 Life
- SK: 1 Life
AI or Die: A Survival Guide For Your Practice In 2024
Member: $19 / Non-Member: $24
Join experts from MaiN Street AI for a guided tour of the rapidly evolving world of AI in financial services, where you'll discover how AI offers unprecedented customization, scalable compliance, and communication strategies without needing to write a single line of code. Learn actionable steps to implement AI effectively, avoid common pitfalls, and future-proof your career in the face of industry disruption.
Credits:
- FP Canada: 1 Practice Management (#CE15497)
- MB: 1 (#44295)
- AAC: 1 Life, 1 General (#68514)
- MFDA: 1 Professional Development, (#1000006640)
- BC: 1 Life and/or A&S , (#44295)
- ON: 1 Life
- SK: 1 Life
Health and Travel Innovation 2023
Member: FREE / Non-Member: $25
Paul Bachnivsky and Bill Walker discuss how Blue Cross Plans offer a comprehensive risk management solution tailored to evolving client needs and the dynamic healthcare and travel landscape.
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
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. In this 30 minute session, learn how OLHI provides accurate and accessible information about life and health insurance concerns.
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
What you need to know about Assuris
Member: $17 / Non-Member: $23
Assuris will provide an overview of policyholder protection, including enhanced levels and available resources for independent financial professionals to support client education. The presentation will cover Assuris' mission, role, principles of protection, application to insurance benefits, calculation examples, and information resources for advisors and clients.
Credits:
- FP Canada: 1 Financial Planning (#14070)
- MB: 1 (#42971)
- AAC: 1 A&S, 1 Life, (#66373)
- MFDA: 1 Professional Development, (#1000004965)
- BC: 1 Life and/or A&S, (#42971)
- ON: 1 Life
- SK: 1 Life
Global Medical Care: Your Path to Optimal Private Healthcare Coverage
Member: $17 / Non-Member: $23
Discover the benefits of Best Doctors Canada Insurance, offering comprehensive global medical coverage and access to top-tier medical professionals. Gain insights into personalized care options and convenient access to services worldwide, ensuring your well-being no matter where life leads.
Credits:
- FP Canada: 1 Product (#13943)
- MB: 1 (#42741)
- AAC: 1 A&S, (#66056)
- MFDA: 1 Professional Development, (#1000004650)
- BC: 1 Life and/or A&S , (#42741)
- ON: 1 Life
- SK: 1 Life
Unlocking Opportunities: Strategic Partnerships with Senior Living for Financial Professionals
Member: $17 / Non-Member: $23
Unlock the potential of senior living collaborations to differentiate yourself as a forward-thinking financial planner. Learn strategies for initiating and nurturing partnerships to provide tailored financial solutions, increase customer confidence, and enhance brand image with senior clients.
Credits:
- FP Canada: 1 Financial Planning (#13944)
- MB: 1 (#42742)
- AAC: 1 A&S, 1 Life, 1 General (#66057)
- MFDA: 1 Business Conduct – Other, (#1000004652)
- BC: 1 Life and/or A&S , (#42742)
- ON: 1 Life
- SK: 1 Life
The Corporate Estate Transfer Strategy
Member: $17 / Non-Member: $23
The presentation offers insights into the corporate estate transfer strategy, demonstrating its potential to grow your estate while minimizing tax implications upon death. Through a case study, we illustrate the advantages of holding a participating whole life insurance policy in a corporation, highlighting its benefits, flexibility, and how our team can support you in providing tailored advice to your clients.
Credits:
- FP Canada: 1 Financial Planning (#13945)
- MB: 1 (#42743)
- AAC: 1 Life, (#66058)
- MFDA: 1 Professional Development, (#1000004653)
- BC: 1 Life and/or A&S , (#42743)
- ON: 1 Life
- SK: 1 Life
Optimize Succession: Finding Your Successor and Structuring the Deal
Member: $17 / Non-Member: $23
Advisor Hunt's presentation will focus on maximizing wealth for established financial advisors by covering topics like finding successors, structuring buy/sell transactions, and optimizing retirement planning. Attendees will gain insights into leveraging competitive advantages in the evolving financial services industry, driving client satisfaction, retention, and career growth.
Credits:
- FP Canada: 1 Practice Management (#13948)
- MB: 1 (#42746)
- AAC: 1 A&S, 1 Life, 1 General (#66060)
- MFDA: 1 Professional Development, (#1000004656)
- BC: 1 Life and/or A&S , (#42746)
- ON: 1 Life
- SK: 1 Life
Managing your E&O Risk: Protect Yourself from Claims
Member: $17 / Non-Member: $23
Overview:
Navigating the complex landscape of professional responsibilities and legal risks requires diligence, foresight, and a commitment to best practices. By proactively addressing client concerns, implementing robust risk management strategies, and promptly reacting to claims, professionals can safeguard their reputations and livelihoods in an increasingly litigious environment.
Credits:
- FP Canada: 1 Practice Management (#13978)
- RIBO: 1 Technical
- MB: 1 (#42754)
- AAC: 1 A&S, 1 Life, 1 General (#66370)
- MFDA: 1 Business Conduct – Other, (#1000004679)
- BC: 1 Life and/or A&S, (#42754)
- ON: 1 Life
- SK: 1 Life
Urban Legends of the Simplified Issue: Breaking Down the Myths
Member: $17 / Non-Member: $23
This session aims to raise awareness of cybersecurity risks by identifying new hacking trends and improving cybersecurity practices. Additionally, it will debunk myths surrounding simplified issue policies, clarify the role of MIB and its codes, identify business opportunities in simplified issue policies, and demonstrate that they can be cost-effective with no more exclusions than regular underwriting contracts.
Credits:
- FP Canada: 1 Product (#14048)
- MB: 1 (#42972)
- AAC: 1 A&S, 1 Life, (#66372)
- MFDA: 1 Professional Development, (#1000004742)
- BC: 1 Life and/or A&S , (#42972)
- ON: 1 Life
- SK: 1 Life
Trends in Deglobalization and the Outlook for Shareholder Yield in an Uncertain Market
Member: $17 / Non-Member: $23
This session covers the following topics:
• Macro View: Deglobalization
• Shareholder Yield: Investment Philosophy & Process
• Shareholder Yield: How a Portfolio Focused on Shareholder Yield Can Help Your Clients Navigate an Uncertain Market
Credits:
- FP Canada: 1 Financial Planning (#14049)
- MB: 1 (#42973)
- AAC: 1 Life, (#66374)
- MFDA: 1 Professional Development, (#1000004743)
- BC: 1 Life and/or A&S, (#42973)
- ON: 1 Life
- SK: 1 Life
Revealing Hidden Realities: Unveiling What Buyers and Sellers Don't Know
Member: $17 / Non-Member: $23
Are you 0-3 years away from exiting the business? 4-6? Or maybe you don't foresee exiting the business until 7+ years. Each time horizon has critical questions you need to answer today. Roland will share his experience and key considerations for each time horizon in the hopes advisors will better understand their readiness and most importantly what comes next!
Credits:
- FP Canada: 1 Practice Management (#14225)
- MB: 1 Life and/or A&S (#42974)
- AAC: 1 A&S, 1 Life, 1 General (#66582)
- MFDA: 1 Professional Development, (#1000005084)
- BC: 1 Life and/or A&S , (#42974)
- ON: 1 Life
- SK: 1 Life
RBC Webinar: Taxation Principles - Life Insurance
Member: $19 / Non-Member: $34
This 2-hour presentation will explain life insurance taxes. Mitch Singer from RBC will talk about the general rules and how to get to the cash value.
Starting with a look at the differences between individual and company ownership, the presenter will also explain how to figure out the adjusted cost basis, go over the net cost of pure insurance, touch on the CDA account, and give an overview of the Exempt test.
After going through these details, we'll also look at the differences between Universal Life Insurance and participating life insurance to help the audience better understand the distinctions and how they can meet their clients' needs.
The second part of the presentation will cover accessing cash values through policy loans, withdrawals, and collateral loans.
To finish, the presentation will talk about individual estate transfers and compare life insurance to non-registered accounts through a review of growth.
Credits:
- FP Canada: 2 Financial Planning (#14012)
- MB: 2 (#43011)
- AAC: 2 Life, (#66181)
- MFDA: 2 Professional Development, (#1000004740)
- BC: 2 Life and/or A&S , (#43011)
- ON: 2 Life
- SK: 2 Life
2024 On-Demand Fall Summit
Member: $179 / Non-Member: $229
Missed the live-stream?
Our 2024 Virtual Fall Summit is now available on-demand, featuring all ten sessions.
This event is approved for up to 10 hours of CE for Life, FP Canada, AIC, and MFDA.