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Please select this option to search for activities added within the last 60 days.

  • $20.00
    1 Credits
    Ongoing Activity

    Adding Real Estate to Your Client Discussion – Manulife Bank

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! Net Worth = Assets - Liabilities! ManulifeOne is the product you need to help your clients manage the liability side of their balance sheet. Guy will ...

  • $50.00
    1 Credits
    Ongoing Activity

    Applied! Professional Responsibility Live

    CE-Credits.ca

    Do you need just the Professional Responsibility, or do you need more? We can help! Each of our 2 Day Financial Planners Forums include this presentation, plus 13 others that will help you to grow ...

  • $20.00
    1 Credits
    Ongoing Activity

    Boost the Value of Your Business –Don Xavier Global Motivation

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! Is your Financial Planning business perfect, or is it a work in progress? Do you just work your database, or do you strive to grow your business into an ...

  • $20.00
    1 Credits
    Ongoing Activity

    Building a Foundation of Trust with Your Clients - Institute of Advanced Financial Planners

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! CRM 2.0 is here! Are you ready? Many Financial Advisors are living with anxiety because of this change that requires them to disclose their ...

  • $20.00
    1 Credits
    Ongoing Activity

    Building Value for Your Clients - The Personal Coach

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! In today’s competitive marketplace how do top financial advisors stand out in the hearts and minds of their customers? This presentation will introduce ...

  • $20.00
    1 Credits
    Ongoing Activity

    Building Your Business with Advisor Based Banking

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! Net Worth = Assets - Liabilities! ManulifeOne is the product you need to help your clients manage the liability side of their balance sheet. Guy will ...

  • $20.00
    1 Credits
    Ongoing Activity

    Building Your Financial Services Marketing Toolkit –EMpression

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! What is in your Marketing Toolkit? How do you communicate with your clients and prospects? This session will guide you through various ways to reach ...

  • $20.00
    1 Credits
    Ongoing Activity

    Challenging Dynamics for Executors; Boom or Bust for Advisors?

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! This is an exciting presentation, introducing the Certified Executor Advisor CEA designation program, by highlighting the challenges modern executors ...

  • $20.00
    1 Credits
    Ongoing Activity

    Create a Compelling Story Before you Brand - The Personal Coach

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! Building your company is not easy. If it were, then everyone would do it! The fact is that Rome was not built in a day, and neither was your business. ...

  • $20.00
    1 Credits
    Ongoing Activity

    Credit Protection - La Capitale

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! How many of your clients have a mortgage on their home? Most of them? Many times, a discussion about Mortgage Insurance is the easiest first step to ...

  • $20.00
    1 Credits
    Ongoing Activity

    Credit Score: An Effective Prospecting Tool – CE-credits.ca

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! Credit Score? What does Credit Score have to do with your clients? Have you ever had a client say to you, “I can’t afford it.”? Of course you have. ...

  • $20.00
    1 Credits
    Ongoing Activity

    Empowering Canadian Seniors – HomEquity Bank

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! Not everyone saves for their retirement by investing in their RRSPs! Some of your clients view their home as their Retirement Savings. This ...

  • $20.00
    1 Credits
    Ongoing Activity

    Financial Impact of Separation and Divorce – Su Cooke Divorce Consulting

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! Have any of your clients ever gone through a divorce? Were you the trusted advisor during the process, or the spectator? Su will show you through how ...

  • $20.00
    1 Credits
    Ongoing Activity

    Financial Planners Round Table: Best Practices –CE-credits.ca

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! Have you ever wondered if there is a better method of creating a Financial Plan for your client? This hour is in a round table format where you get to ...

  • $20.00
    1 Credits
    Ongoing Activity

    Health Spending Account Solutions - YourHSA

    CE-Credits.ca

    Earn your CE Credits On-Demand with CE-Now! Not every small business has a Group Benefits Plan. Some of your clients are just too small, and the individual group plans are just too expensive. ...

Showing 1 - 15 of 30 total records