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  • $99.00
    1 Credits
    Vancouver

    10 questions that will change your life and the Retirement Income Alternative strategy.

    Independent Financial Brokers of Canada

    This presentation will explore the “ Three kinds of money “ and how to avoid potential losses and lost opportunity costs associated with those losses. This money once “found” can be re- deployed to ...

  • $50.00
    1.5 Credits
    Mississauga

    27 WAYS YOUR WEBSITE DIED AND HOW TO RESURRECT IT

    Independent Financial Brokers of Canada

    How would you describe your company’s online presence? Inspiring, engaging, informative or just “corporate”? It is becoming increasingly more important to recognize that advancements in technology ...

  • N/A
    1 Credits
    Ongoing Activity

    3 Ways Advisors are Robbing Themselves of Success.

    Independent Financial Brokers of Canada

    3 Ways Advisors are Robbing Themselves of Success. Why Focusing on The Science of Trust-Building is The Answer

  • $135.00
    1 Credits
    Toronto

    A Matter of Trust

    Independent Financial Brokers of Canada

    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, ...

  • $70.00
    1 Credits
    Saskatoon

    Act-ing Up 2017

    Independent Financial Brokers of Canada

    The Insurance Councils of Saskatchewan will present brokers with changes in the new Saskatchewan Insurance Act that will affect the Life Insurance Industry as well as an update on Actions of licensees ...

  • $124.00
    1 Credits
    Toronto

    Advisor at Risk: How to grow and protect your business

    Independent Financial Brokers of Canada

    In this presentation Ellen Bessner, litigation lawyer, brings her 25+ years experience representing advisors, insurance agents and planners in regulatory, employment law and litigation matters to ...

  • 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 ...

  • $69.00
    1 Credits
    Saskatoon

    Beyond Protection

    Independent Financial Brokers of Canada

    Learn about the unique and complimentary benefits that come with holding a Foresters Financial policy. In some cases these can amount to over $500,000 of additional benefit at no extra cost. Looking ...

  • $135.00
    1 Credits
    Toronto

    Build Your Business with R.O.C.

    Independent Financial Brokers of Canada

    Jamie will be covering many different ways to obtain referrals from clients and one of the best ways is by giving a holistic approach to your financial advising of a consumer rather than just selling ...

  • N/A
    1 Credits
    Ongoing Activity

    Business Insurance Marketplace

    Independent Financial Brokers of Canada

    The small, medium owner operator market is the backbone of the economy in Canada. Without these people taking the risk in opening and operating businesses and employing people, we would be as a ...

  • $70.00
    1 Credits
    Vancouver

    Business Succession Planning for Advisors

    Independent Financial Brokers of Canada

    Financial advisors with an eye to the future have to be armed with a succession plan in order to make a smooth business transition. Whether you have a book of business that you want to pass on to ...

  • $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 ...

  • $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 ...

  • $69.00
    1 Credits
    Winnipeg

    Common Reasons for Disciplinary Action

    Independent Financial Brokers of Canada

    Lee Roth, Investigator, Insurance Council of Manitoba (“Council”), who has held the position of Investigator since 2011, will be presenting “Common Reasons for Disciplinary Action”. This presentation ...

  • N/A
    1 Credits
    Ongoing Activity

    Create a S.A.F.E. financial life - Learn how to protect your clients from identity theft and investm

    Independent Financial Brokers of Canada

    Financial crime isn't a popular topic but, as financial advisors know, it is something that victimizes a growing number of Canadians each year, many of whom are too embarrassed or ashamed to report ...

Showing 1 - 15 of 83 total records