CE Drive with Jason Watt

By cedrive

Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast! Subscribe at bccquiz.online for the quiz.

  1. 1.
    Retirement Planning: Endowments and RRIF
    1:01:44
  2. 2.
    IPP: A Masterclass
    1:08:20
  3. 3.
    Property and Casualty Risks in Financial Planning
    1:00:41
  4. 4.
    The Role of Financial Therapy
    1:04:07
  5. 5.
    Intro to Impact Investing
    1:14:57
  6. 6.
    Group Benefits: Two Perspectives
    1:04:29
  7. 7.
    Advice-Only Planning
    1:02:31
  8. 8.
    Pension Buyback in a Complex Case
    1:03:04
  1. 9.
    Ethics Lessons from Season 3: Part1
    1:13:52
  2. 10.
    Life Insurance Fundamentals
    1:06:32
  3. 11.
    Retirement Planning Scenarios
    1:03:28
  4. 12.
    Deciphering Cryptocurrency II
    58:33
  5. 13.
    Deciphering Cryptocurrency I
    1:01:38
  6. 14.
    The Truth About Health Care Preferences
    1:03:23
  7. 15.
    Understanding the Leasing Business
    1:10:21
  8. 16.
    Health Spending Accounts: A Deep Dive
    1:07:15
  9. 17.
    Retirement Income Planning
    1:03:58
  10. 18.
    TPAs and Other Acronyms You Need to Know
    1:01:40
  11. 19.
    Nerding Out on Group Benefits
    1:10:01
  12. 20.
    AML: Why it Matters
    1:04:17
  13. 21.
    Advising Physicians
    1:08:24
  14. 22.
    RDSP Specialist
    1:04:41
  15. 23.
    Retirement Compensation Arrangement
    1:04:42
  16. 24.
    Estate Planning Challenges for Financial Advisors
    1:05:09
  17. 25.
    Introducing the CPP Calculator
    1:00:24
  18. 26.
    Freelancing in Financial Planning
    1:01:35
  19. 27.
    Workers Compensation Claims
    54:21
  20. 28.
    Content Marketing and Client Communication
    58:25
  21. 29.
    Group Benefits: Communication and Risk
    59:01
  22. 30.
    Business Valuation
    58:15
  23. 31.
    Incapacity Planning
    57:45
  24. 32.
    Cash Flow Planning For Business Owners
    56:41
  25. 33.
    Contingency Planning for Business Owners
    1:00:27
  26. 34.
    Mental Health and Underwriting
    58:14
  27. 35.
    Life Insurance Leverage
    1:02:22
  28. 36.
    Retirement Planning - Pensions and CPP Disability
    1:00:24
  29. 37.
    RRIF Beneficiary Gone Wrong
    59:20
  30. 38.
    Outsourced Chief Investment Officer - Part 2 of 2
    1:12:38
  31. 39.
    Outsourced Chief Investment Officer - Part 1 of 2
    54:11
  32. 40.
    Insuring Business Owner
    1:02:40
  33. 41.
    Debt Management
    1:06:43
  34. 42.
    A Quick Announcement
    1:44
  35. 43.
    Incorporation Questions
    56:15
  36. 44.
    Should My Client Incorporate?
    56:10
  37. 45.
    Getting Started
    1:05:16
  38. 46.
    Unconventional Solutions
    1:00:19
  39. 47.
    Capacity Concerns
    56:35
  40. 48.
    Generating Value For Clients
    1:00:09
  41. 49.
    Financial Planning Concepts
    56:09
  42. 50.
    Registered Disability Savings Plan
    53:13

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