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

  • $65.00
    1 Credits
    Calgary

    Do you know how Assuris protects your clients

    Independent Financial Brokers of Canada

    If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian ...

  • $65.00
    1 Credits
    Calgary

    Do you know how Assuris protects your clients

    Independent Financial Brokers of Canada

    If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian ...

  • N/A
    1.25 Credits
    Ongoing Activity

    Are You Ready for Fee Transparency? How to Define and Communicate your Unique Value to Clients

    Independent Financial Brokers of Canada

    Before you can consider your value, as an advisor, let’s review the definition of value. The Personal Coach defines value as any action or process that builds confidence in the clients mind. The ...

  • $59.95
    1 Credits
    Ottawa

    Buying/Selling a Financial Services Business: Insurance and Risk Management Considerations

    Independent Financial Brokers of Canada

    Join Roberta as she discusses important E&O insurance and risk management considerations if you are buying/selling a financial services business. For example, what is the tail exposure of a business ...

  • $70.00
    1.25 Credits
    Calgary

    Do you know how Assuris protects your clients?

    Independent Financial Brokers of Canada

    If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian ...

  • $70.00
    1 Credits
    Vancouver

    Legal Expense Insurance for Business Owners

    Independent Financial Brokers of Canada

    In this informative session, Katherine Ferrante from DAS Canada will go through what legal expense insurance is and how you can protect yourself and your business from the implications of a legal ...

  • $149.00
    1 Credits
    Calgary

    Success With Ethics

    Independent Financial Brokers of Canada

    This course introduces Financial Advisors to the most important concepts and issues related to ethics and the financial services industry. This seminar is provided by financial services author, ...

  • $124.00
    1 Credits
    Toronto

    Tangible Hybrid – A bold alternative to traditional solutions

    Independent Financial Brokers of Canada

    Change is inevitable and is happening faster than ever before. Wouldn't it be nice to have a solution that actually changed as your client's needs changed over time? Well now there is such a ...

  • $149.00
    1 Credits
    Toronto

    Taking Simplified Issue and No Medical to the MAX

    Independent Financial Brokers of Canada

    Please join Canada Protection Plan as we discuss the ever-evolving Simplified Issue and No Medical life insurance industry. Learn why many of your potential clients are looking for a hassle-free ...

  • $149.00
    1 Credits
    Toronto

    Succeeding at Succession

    Independent Financial Brokers of Canada

    You will transition from your financial advisory practice one day. The question is will you be in control of your exit — or will you let fate and circumstance determine what happens to the business ...

  • $149.00
    2 Credits
    Toronto

    Diversified Solution for Investing in a Low Interest Environment

    Independent Financial Brokers of Canada

    Interest rate dance limbo. So what? It’s possible to provide the potential for good capital protection as well as a stable income to your clients. In a currently uncertain environment plagued by low ...

  • $149.00
    1 Credits
    Toronto

    Return of the IPP

    Independent Financial Brokers of Canada

    Have you ever wondered what happened to the Individual Pension Plan "IPP" established by the Federal Government in 1991? After 26 years there are only about 8500 active plans today while there are ...

  • $135.00
    1 Credits
    Toronto

    What is the Exempt Market and Private Equity investment?

    Independent Financial Brokers of Canada

    Before January 13th, 2016 you had to be worth a cool $5-million in order play in the Exempt Market sandbox of Ontario. There were a few other ways to qualify as an “Accredited Investor” but until ...

  • $135.00
    1 Credits
    Toronto

    Change is Coming: Targeted Reforms and Update on CSA Fee Proposals

    Independent Financial Brokers of Canada

    Canadian securities regulators have proposed major reforms aimed at strengthening the obligations of advisors and firms toward their clients. The reforms are comprehensive in scope, and include the ...

  • $149.00
    1.5 Credits
    Various Locations

    Recent E&O Cases: How the Courts Decided

    Independent Financial Brokers of Canada

    Noted insurance lawyer, Eric Dolden, partner at the boutique law firm of Dolden Wallace Folick LLP, is a leading expert in E&O insurance defense and claims. This presentation is ‘must see’ for any ...

Showing 1 - 15 of 73 total records