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  • Package
    bylearnformula

    CERTIFICATE: Tax Planning for Financial Planners [2026]

    Master the latest 2026 Canadian tax and estate planning strategies. Equip yourself to confidently guide clients, minimize their tax liabilities, and secure their financial legacies.
    CA$149-57%CA$349
    11 CPD hours
    schedule11 hours
    book3 courses
    import_contacts2 instructors
    4.9
    (611)
  • Package
    bylearnformula

    PACKAGE: CVP® for Financial Advisors

    Master the complete CVP® pathway by combining human values discovery, compliant AI workflows, and audit-ready standards to elevate client trust and future-proof your practice.
    CA$149-57%CA$349
    22 CPD hours
    schedule22 hours
    book16 courses
    import_contacts1 instructors
    4.9
    (18)
  • Package
    bylearnformula

    PACKAGE: CE Compliance for Life & A&S Agents (MB)

    Essential Compliance and Best Practices for Life & A&S Agents
    CA$149-57%CA$349
    15 CPD hours
    schedule15 hours
    book3 courses
    import_contacts1 instructors
    5.0
    (45)
  • Package
    bylearnformula

    PACKAGE: CE Compliance for Life & A&S Agents (BC)

    Essential CE Compliance Training for Life & A&S Agents in BC
    CA$149-57%CA$349
    15 CPD hours
    schedule15 hours
    book3 courses
    import_contacts1 instructors
    5.0
    (45)
  • Package
    bylearnformula

    PACKAGE: CE Compliance for Life & A&S Agents (ON)

    Essential Compliance Training for Life & A&S Agents in Ontario
    CA$268-62%CA$698
    30.5 CPD hours
    schedule30.5 hours
    book7 courses
    import_contacts1 instructors
    5.0
    (54)
  • Package
    bylearnformula

    PACKAGE: CE Compliance for A&S Agents (AB)

    Essential CE Compliance for Alberta A&S Agents
    CA$149-57%CA$349
    15 CPD hours
    schedule15 hours
    book4 courses
    import_contacts1 instructors
    5.0
    (37)
  • Package
    bylearnformula

    PACKAGE: CE Compliance for Mutual Fund Dealers

    Biennial Compliance Training for Mutual Fund Dealers
    CA$268-62%CA$698
    30.5 CPD hours
    schedule30.5 hours
    book7 courses
    import_contacts1 instructors
    5.0
    (32)
  • Package
    bylearnformula

    PACKAGE: CE Compliance for General Insurance Agents (AB)

    Essential Compliance Training for General Insurance Agents in Alberta
    CA$149-57%CA$349
    19 CPD hours
    schedule19 hours
    book4 courses
    import_contacts1 instructors
    5.0
    (30)
  • Package
    bylearnformula

    PACKAGE: CE Compliance for Life Insurance Agents (AB)

    Essential CE Compliance Training for Life Insurance Agents in Alberta
    CA$149-57%CA$349
    15 CPD hours
    schedule15 hours
    book3 courses
    import_contacts1 instructors
    5.0
    (31)
  • Package
    bylearnformula

    PACKAGE: PDU Compliance for Insurance of Persons (QC)

    Essential Knowledge for Navigating Compliance, Financial Planning, and Insurance Economics.
    CA$268-62%CA$698
    32 CPD hours
    schedule32 hours
    book7 courses
    import_contacts1 instructors
    5.0
    (27)