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Course Description Credits Select
Using Pension Legislation to Save Taxes
Using Pension Legislation to Save Taxes

In a post-pandemic world, it is inevitable that taxes will increase as the government seeks to recoup some of the money distributed in its emergency relief efforts. For financial advisors with business-owner clients, knowing how to minimize taxes will make you an indispensable partner in protecting and growing assets. Personal Pension Plans (PPP®) offer five critical features to protect small business owners and their families
1
1
1
1
1
1
1
1
IIROC
FP Canada
Life BC
Life ON
Ethics SK
Life MB
AAC Alberta
RIBO Technical
 $20.00 
FREE*
A Matter of Trust: FPSC Professional Conduct Continuing Education for CFP Professionals, with Rod Burylo
A Matter of Trust: FPSC Professional Conduct Continuing Education for CFP Professionals, with Rod Burylo

1 IIROC credit
1 Hour Life (BC, SK, ONT)
1 Hour Life & A&S for MB (Course #29575)
FPSC: Pending
IIROC: Professional Development - 1.00
AIC: 1.00 Life, 1.00 A&S (Course ID#55686)
1 hour RIBO Ethics
Outline:
This course introduces Financial Advisors to the most important concepts and issues related to trust and the financial services industry. This seminar is provided by financial services author, educator, and ethics specialist, Rod Burylo.
1
1
1
1
1
1
1
1
1
1
IIROC
FPSC
Life BC
Life ON
Ethics SK
Life MB
A&S MB
AIC Life
AIC A&S
RIBO Ethics
 $25.00 
$20.00*
Legal Expense Insurance for Business Owners
Legal Expense Insurance for Business Owners

0.50 Hour Life (BC, SK, ONT), 0.50 Hour Life & A&S for MB (Course #- 30329), FPSC: 0.50 Practice Management (Course ID#- 4713), AIC: 0.50 Life, 0.50 A&S, 0.50 General (AAC ID#- 48221)

In this informative session, Matthew Pollock 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 dispute.
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
Life BC
Life SK
Life ON
Life MB
A&S MB
FPSC
AIC A&S
AIC Life
AIC General
 $0.00 
FREE*
Silver Advisor Tsunami, with Roland Chan
Silver Advisor Tsunami, with Roland Chan

0.5 IIROC credits, 1 Hour Life (BC, SK, ONT), 1 Hour Life & A&S for MB, FPSC: 1.00 Practice Management, AIC: 1.00 Life, 1.00 A&S. This presentation will highlight the current state of succession planning in our industry and the problem as it pertains to firms, advisors, and consumers. Roland will share some independent research conducted on that topic, and provide some actionable strategies for firms and advisors.
0.5
1
1
1
1
1
1
1
1
IIROC
Life BC
Life SK
Life ON
Life MB
A&S MB
FPSC
AIC Life
AIC A&S
 $20.00 
FREE*
Supercharge Your Processes, Technology and Team for Maximum Growth
Supercharge Your Processes, Technology and Team for Maximum Growth

Supercharge Your Processes, Technology and Team for Maximum Growth
presentation by Shyam Ganesh, Valenta BPO
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
 $20.00 
FREE*
Anatomy of an E&O Policy, with Roberta Tasson
Anatomy of an E&O Policy, with Roberta Tasson

1 Hour Life (BC, SK, ONT), 1 Hour Life & A&S for MB (Course #- 29917), FPSC: 1.00 Practice Management (Course ID#- 3544), AIC: 1.00 Life, A&S and General (AAC ID# 47663)

Whether you are a general insurance agent that sells and services individual or group professional liability policies, or a life and/or A&S agent that purchases E&O as a mandatory licensing requirement, you are well advised to acquaint yourself with this type of insurance. Not all coverage is created equal, and Roberta Tasson, a partner at The Magnes Group, an independently owned property and casualty brokerage that has become a national leader in delivering insurance and risk management solutions to specific niche markets, will provide an overview of common plan features, exclusions, and trends in the professional liability market.
1
1
1
1
1
1
1
1
Life BC
Life SK
Life ON
Life MB
A&S MB
FPSC
AIC A&S
AIC Life
 $20.00 
FREE*
Anti-Money Laundering and Anti-Terrorist Financing for Independent Life Insurance Advisors
Anti-Money Laundering and Anti-Terrorist Financing for Independent Life Insurance Advisors

6 hours for Life Lincense (BC, SK, ON)
6 hours Life and A&S for MB (Course #30605)
6 hours Life and A&S for AB (AAC# 48660)
FPSC: 3 hours Financial Planning & 3 hours Practice Management (Course ID# 4878)
Outline:
This course has been developed specifically for independent life insurance advisors by IFB, and provides comprehensive training, along with a fully updated Guidance Manual, templates and a training calendar. A copy of the Guidance Manual can be purchased separately, and forms part of a complete AML-ATF Compliance Regime.
6
6
6
6
6
6
6
6
FPSC
Life BC
Life ON
Life SK
Life MB
A&S MB
Life AB
A&S AB
 $200.00 
$150.00*
Anti-Money Laundering and Anti-Terrorist Financing for Independent Life Insurance Advisors (Refresher version)
Anti-Money Laundering and Anti-Terrorist Financing for Independent Life Insurance Advisors (Refresher version)

3 hours for Life Lincense (BC, SK, ON)
3 hours Life and A&S for MB (Course #31252)
3 hours Life and A&S for AB (AAC #50350 )
FPSC: 1.5 hours Financial Planning & 1.5 hours Practice Management (Course ID#5305 )
Outline:
This is a shorter version of the AML/ATF Course for Independent Life Insurance Advisors, and is intended to be a refresher for those who have taken the full course. The full course includes the updated AML/ATF Guidance manual, checklist, and customisable templates to create an AML/ATF Compliance Regime. If you would like to purchase the Manual, Checklist, or Templates separately you can do so on IFB Academy.
3
3
3
3
3
3
3
3
FPSC
Life BC
Life ON
Life SK
Life MB
A&S MB
Life AB
A&S AB
 $100.00 
$75.00*
Charitable Giving – Tax Efficient ways to Share Your Wealth
Charitable Giving – Tax Efficient ways to Share Your Wealth

Charitable Giving – Tax Efficient ways to Share Your Wealth
presentation by Andrew Mackenzie

1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
A&S
 $20.00 
FREE*
Cyber Security and COVID-19
Cyber Security and COVID-19

Cyber Security and COVID-19
presentation by Roberta Tasson

1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
FP Canada
A&S
 $20.00 
FREE*
Do you know how Assuris protects your clients?
Do you know how Assuris protects your clients?

Do you know how Assuris protects your clients?
presentation by Alisha Hameed, Senior Communications Specialist
1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
A&S
 $20.00 
FREE*
Future Trends in Employee Benefits
Future Trends in Employee Benefits

1 Hour Life (BC, SK, ONT), 1 Hour Life & A&S for MB, FPSC: 1.00 Practice Management, AIC: 1.00 Life, 1.00 A&S. This presentation will look at:
Mental Health in the Workplace
Prevalence of MH in the workplace, Social and Economic impact, Dispelling the myths of what mental illness is and is not, Mental Injury, psychosocial risk factors in the workplace, From awareness to action, a Go-to Guide for Businesses/Advisors, Prevention, Support, Return to Work
1
1
1
1
1
1
1
1
Life BC
Life SK
Life ON
Life MB
A&S MB
FPSC
AIC Life
AIC A&S
 $20.00 
FREE*
Health and Dental Sales….From a Distance
Health and Dental Sales….From a Distance

Health and Dental Sales….From a Distance
presentation by David Roberts
1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
A&S
 $20.00 
FREE*
Innovative Web Solutions with Humania
Innovative Web Solutions with Humania

Innovative Web Solutions
presentation by James O'Connell

1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
A&S
 $20.00 
FREE*
Introduction to Exchange Traded Funds
Introduction to Exchange Traded Funds

4 IIROC Professional Development Credits, 4 hours CE in SK, MB, ON; 4 SUI for designation.

Canadian investors have approximately $95 billion invested in more than 400 Canadian-listed ETFs. As ETFs gain in popularity as an alternative to other traditional collective investment vehicles they will start to be a greater focus by the regulators and the investment professionals need to be prepared.

The objective of this course is to provide the financial services professional with an overview of Exchange Traded Funds.
4
4
4
4
4
4
IIROC
FPSC
SUI
Life SK
Life MB
Life ON
 $250.00 
$200.00*
Recent Court Decisions
Recent Court Decisions

Recent Court Decisions that Impact Financial Planners and Advisors
presentation by Tom Newnham and Brett Stephenson

1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
A&S
 $20.00 
FREE*
Revisiting GICs for Income and Growth
Revisiting GICs for Income and Growth

Revisiting GICs for Income and Growth
presentation by Brian Evans and John Egar

1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
A&S
 $20.00 
FREE*
Term Plus, CI and DI and the New Normal
Term Plus, CI and DI and the New Normal

Term Plus, CI and DI and the New Normal
presentation by Paul Grunsell

1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
A&S
 $20.00 
FREE*
The 90% Retirement Income Factors
The 90% Retirement Income Factors

Guaranteed Lifetime Income: Creating your Personal Pension Program
presentation by Peter Wouters, Director, Tax Retirement and Estate Planning Services, Empire Life, 2019
1
1
1
1
1
1
1
Life ON
Life BC
Life SK
AAC
FPSC
Life MB
A&S MB
 $20.00 
FREE*
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