Webinars for Financial Advisors

Summer Webinars

IFB holds webinars that are open to both members and non-members. Some of our webinars are eligible for continuing education credits for life licenses, RIBO licenses, and the Certified Financial Planner® designation.

2017 Summer Webinars!

For the 3 webinars below attendees can register for them individually or register for them all together to get a discount. Prices and dates are as follows:

Individual Webinar Registration: IFB Members $20, Non Members $30

All 3 Webinars Registration: IFB Members $50, Non Members $80

*prices do not include tax.


Tuesday, June 27 2017 | 12:00 p.m. EST

The neuroscientific reason why your human service is valuable… and why technology will support, but not replace, the human Financial Advisor

Ron Fox, Glidepath Portfolio Services Inc.
1 hour for Life Licenses (BC, MB, ON, SK)
FPSC: Financial Planning

If you were asked why your clients appreciate and value your service, what would you say?  In this inspiring and insightful presentation, Ron Fox, the co-founder and CEO of Glidepath Portfolio Services, explains the evidence and reasons why it may not be what you thought.  By examining the science behind how our human brains actually make decisions, Ron reveals how awareness of your client’s decision making psychology and how you communicate three concepts relating to your service, can help you communicate more effectively and build deeply loyal client relationships with both new and existing clients.  Once you understand why your clients really appreciate and value your service, the next step is to understand how to communicate this value with sincerity and authenticity – reflecting your true values, passion and reasons why you chose to dedicate your professional life to serving clients honourably in our profession.  In this informative and practical webinar, Ron will share a simple and easy to learn approach that will help you communicate, defend and position your real value, as a human advisor, that can only be supported by, not replaced by technology. You will leave this session with clarity and confidence in knowing how you can apply this communications approach to help you gain new clients, maintain your existing clients, support your value proposition and pricing, defend against competitive challenges, improve your marketing, or apply meaningfully within your own personal or family lives.

Wednesday,  July 5 2017 | 12:00 p.m. EST

Legal Expense Insurance for Business Owners

Alex Manning, DAS Canada
1 hour for Life Licenses (BC, MB, ON, SK)
FPSC: Practice Management
Alberta Insurance Council: ID# 45850, 0.50 Life, 0.50 A&S, 0.50 General

In this informative session, Alex Manning 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.

Wednesday, August 23 2017 | 12:00p.m. EST

Do you know how Assuris protects your clients? 

Josée Rheault, Assuris
1 hour for Life Licenses (BC, MB, ON, SK)
FPSC: Financial Planning
Alberta Insurance Council: ID# 44907, 1.0 Life, 1.0 A&S

If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian policyholders in the event their life insurance company fails. This presentation will help financial advisors gain the knowledge to reassure their clients both at the point of sale and in times of uncertainty.

To see past webinars, click HERE.