Webinars for Financial Advisors

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.

Upcoming Webinars

Success with Ethics
Wednesday, March 22, 2017 | 12:00 p.m. – 1:00 p.m. EST

This webinar introduces Financial Advisors to the most important concepts and issues related to ethics and the financial services industry.  This seminar is provided by financial services author, educator, and ethics specialist, Rod Burylo.

Past Webinars

Digital Marketing Trends
Friday, April 15, 2016 | 12:00 p.m. – 1:00 p.m. EST

Hosted by Darrell Keezer, founder of Candybox Marketing, this webinar will help you understand the different components of Digital Marketing and how they need to work together to generate leads and build online relationships. We will analyze real examples of how proper website planning, content marketing and Search Engine Marketing (SEM) can generate demand online. This webinar is eligible for the following continuing education credits:

Get to know our E&O
Monday, May 16, 2016 | 12:00 p.m. – 1:00 p.m. EST

Join George Georgiadis, Assistant Vice President of AXIS Reinsurance Company (Canadian Branch), and Alex Manning, Manager of Corporate Partnerships at DAS Canada, as they detail all the coverage options available to independent advisors under the IFB group E&O plan. You’ll learn about the various limits of liability offered, how you can access legal expense coverage, and extras like Privacy and Network Security coverage.

CRM2 – Changing the Relationship with Clients
Wednesday, June 15, 2016 | 12:00 p.m. – 1:00 p.m. EST

Susan Silma, co-founder and partner of CRM2 Navigator, will be providing a 1-hour webinar on CRM2 readiness. She will:

This webinar is eligible for the following continuing education credits:

Finish Strong in 2016  
Friday, September 23, 2016 | 12:00 p.m. – 1:00 p.m. EST

As we head closer to the 4th quarter, this is the perfect time to finish the year with a bang and then fast track success in 2017. This call will highlight three key steps financial professionals should take to maximize their client relationships and position their businesses for a strong and profitable final quarter. Each of the strategies is easy to implement and translate into results quickly and predictably.

Duncan MacPherson, CEO of Pareto Systems, will walk you through a proven process that will ensure you can:

– Competitor Proof Your Clients
– Maximize Existing Relationships
– Generate More Referrals

Join the webinar to learn more about an exclusive CE opportunity for IFB Members! Learn how you could earn 10.5 hours of FPSC® approved Financial Planning Credits and 12.5 hours of FPSC® approved Practice Management Credits through Pareto Systems.

  • One hour of FPSC CE credit under the Practice Management category
  • One hour of CE for Life Licenses

Legal Expense Insurance for Business Owners 
Wednesday, October 5, 2016 | 12:00 p.m. – 1:00 p.m. EST

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.

  • One hour of RIBO: Technical
  • One hour of FPSC CE credit under the Practice Management category

Success with Ethics 
Thursday, December 1, 2016 | 12:00 p.m. – 1:00 p.m. EST

This webinar introduces Financial Advisors to the most important concepts and issues related to ethics and the financial services industry.  This seminar is provided by financial services author, educator, and ethics specialist, Rod Burylo.

  • 1 hour FPSC-approved CE under the Professional Responsibility category
  • 1 hour Saskatchewan Ethics Credit
  • 1 hour RIBO under the Management category
  • 1 hour of CE for Life Licenses (BC, SK, MB, & ON)
  • 1 hour for Life and A&S for Alberta (pending)

Coming Up Next™ 
Tuesday, December 20, 2016 | 2:00 p.m. – 2:30 p.m. EST

As an IFB member, you have exclusive access to Coming Up Next™, our program for business continuity and succession planning.  Whether you are looking to grow, maintain, or transition your business, Coming Up Next™ provides the tools you need, and the opportunity to connect with other independent advisors who are looking to buy or sell a block of business, or to find a mentor, successor or partner.

To help you make the most of your Coming Up Next™ experience, plan to attend this free webinar hosted by Roland Chan, Founder of FindBob.  Roland will cover:

  • Signing up for Coming Up Next™
  • How to use Coming Up Next™ to achieve your transition goals
  • How to use Coming Up Next™ to discover opportunities