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

  • $60.00
    1 Credits
    Ottawa

    Accelerating your Commissions with the Blue Cross Product for Small and Medium Enterprises

    Independent Financial Brokers of Canada

    The Blue Cross SME presentation will examine the every-day challenges faced by advisors when it comes to building a successful business. It will look at the opportunities offered by this product. As ...

  • $70.00
    1.25 Credits
    Calgary

    Acquiring more ideal clients by building an ideal client experience process

    Independent Financial Brokers of Canada

    Advisor Practice Management is presenting a new way to look at your practice, that focuses on the current market trends such as robo-advising and transparency. The take away for advisors are four key ...

  • $135.00
    1 Credits
    Toronto

    Active Balanced Portfolios

    Independent Financial Brokers of Canada

    With the decline in popularity of work place pension plans and retirees enjoying longer retirements it’s never been more important for clients to establish a guaranteed source of lifetime income for ...

  • $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 ...

  • $70.00
    1 Credits
    Vancouver

    Advisor Office of the Future meets the Disruptors

    Independent Financial Brokers of Canada

    Technology and new online financial services programs are changing the way financial services products are bought and sold. The opportunity for the financial advisor has never been greater and Ticoon ...

  • $70.00
    1.25 Credits
    Calgary

    Advisor Office of the Future meets the Disruptors

    Independent Financial Brokers of Canada

    Technology and new online financial services programs are changing the way financial services products are bought and sold. The opportunity for the financial advisor has never been greater and Ticoon ...

  • $135.00
    1 Credits
    Toronto

    Alternative Reality

    Independent Financial Brokers of Canada

    The investment landscape is changing in Canada, especially in Ontario where the retail alternative investment market is opening up this fall - creating an ‘alternative’ reality for advisors in ...

  • $70.00
    1 Credits
    Vancouver

    An Integrated Approach to Business Planning using Life Insurance

    Independent Financial Brokers of Canada

    This seminar looks at the basis of a solid corporate structure in business planning and how and where life insurance plays a role. In addition, we will examine the impact of the changes to life ...

  • $65.00
    1.25 Credits
    Calgary

    An Update from the Regulator

    Independent Financial Brokers of Canada

    As CEO of the Alberta Insurance Council, Joanne Abram has unique insight into life insurance regulation both provincially and across Canada. She will provide an overview of what's new in Alberta ...

  • $70.00
    1 Credits
    Saskatoon

    Anti Money Laundering: Establishing a FinTrac Compliance System

    Independent Financial Brokers of Canada

    Compliance with FINTRAC (Financial Transactions and Reports Analysis Centre of Canada) requirements: Compliance Regime Knowledge of what a suspicious transaction is, and how to report ...

  • 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 ...

  • $70.00
    1 Credits
    Vancouver

    Business Planning Using Life Insurance

    Independent Financial Brokers of Canada

    From the perspective of a business owner, the presentation reviews their planning needs, provides the advisor with technical knowledge on the use of corporate life insurance including ownership, ...

  • $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 ...

  • $60.00
    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 ...

Showing 1 - 15 of 105 total records