What's NEW! 

Future Trends in Employee Benefits

FREE for IFB Members

$20 for Non Members

1 Hour Life (BC, SK, ONT)

1 Hour Life & AS 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.

Online Courses

Anti-Money Laundering and Anti-Terrorist Financing for Independent Life Insurance Advisors

$150 for IFB Members

$200 for Non Members

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)

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.

Legal Expense Insurance for Business Owners

FREE and Exclusive for IFB Members!

0.50 Hour Life (BC, SK, ON)

0.50 Hour Life & AS 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.

Anatomy of an E&O Policy, with Roberta Tasson

FREE for IFB Members

$20 for Non Members

1 Hour Life (BC, SK, ON)

1 Hour Life & AS 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.

Silver Advisor Tsunami, with Roland Chan

FREE for IFB Members

$20 for Non Members

0.5 IIROC credit

1 Hour Life (BC, SK, ON)

1 Hour Life & AS 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.

A Matter of Trust: FPSC Professional Conduct Continuing Education for CFP Professionals, with Rod Burylo

$20 for IFB Members

$25 for Non Members

1 IIROC credit (Professional Development)

1 Hour Life (BC, SK, ON)

1 Hour Life & AS for MB (Course #- 29575)

FPSC: 1.00 Professional Responsibility (Course ID#-4387)

AIC: 1.00 Life, 1.00 A&S (Course ID#- 47339)

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.

Introduction to Exchange Traded Funds

$200 for IFB Members

$250 for Non Members

4 FPSC Hours 

4 IIROC Credits (Professional Development)

4 Life Credits

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.

Ask An Expert®

Ask An Expert® is a FREE service for everyone!

ASK...

Rod Burylo, an Independent Management Consultant about Ethics and Compliance!

Roberta Tasson, Principle at The Magnes Group about Professional Liability Insurance and Risk Prevention!

Roland Chan, architect of ComingUpNext™ about Succession Planning, Business Continuity, and Buying or Selling a Block of Business! 

Advisor SmartCase®

A secure and private online storage system for advisors' compliance-related PDF documents.

With SmartCase®, Advisors can:

·    Keep all CE certificates safely in one place for easy retrieval and verification of CE hours

·    Upload PDF copies of E&O certificates,licenses, and registrations   

·    Store copies of Fintrac compliance regime, Privacy/CASL consent and Disclosure documents  

All instantly available - from any location - in the event of an audit.

12 month subscription for:

IFB Members - $55

Non Members - $95

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