CE Drive with Jason Watt
By cedrive
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Episodes: 97
Description
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.
| Episode | Date |
|---|---|
|
Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23
|
Nov 06, 2023 |
|
A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22
|
Aug 02, 2023 |
|
Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21
|
Jul 19, 2023 |
|
Digital Estate Planning on the Ground - CE Drive w/ Jason Watt S05E20
|
Jul 05, 2023 |
|
Estate Planning for Digital Assets - CE Drive w/ Jason Watt S05E19
|
Jun 21, 2023 |
|
Visualization in Estate Planning - CE Drive w/ Jason Watt S05E18
|
Jun 07, 2023 |
|
CALU 2023 - CE Drive w/ Jason Watt S05E17
|
May 24, 2023 |
|
Corporate Tax Planning - CE Drive w/ Jason Watt S05E16
|
May 10, 2023 |
|
Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15
|
Apr 26, 2023 |
|
Benchmarking in Group Benefits - CE Drive w/ Jason Watt S05E14
|
Apr 12, 2023 |
|
Academia and Financial Planning - CE Drive w/ Jason Watt S05E13
|
Mar 29, 2023 |
|
Retirement Income Planning Tech Stack - CE Drive w/ Jason Watt S05E12
|
Mar 15, 2023 |
|
Specialty LTD in Group Plans - CE Drive w/ Jason Watt S05E11
|
Mar 01, 2023 |
|
Financial Planning for Creatives - CE Drive w/ Jason Watt S05E10
|
Feb 15, 2023 |
|
Dentistry and Benefits
|
Feb 01, 2023 |
|
Digital Estate Planning
|
Jan 18, 2023 |
|
Unintended Consequences of Trust Legislation
|
Jan 04, 2023 |
|
Live from CFP Board Colloquium
|
Dec 21, 2022 |
|
Live from FTA Conference
|
Dec 07, 2022 |
|
Live from IAFP Symposium
|
Nov 23, 2022 |
|
Small Town Pharmacist and Benefit Plans
|
Nov 09, 2022 |
|
VIP Health Insurance
|
Oct 26, 2022 |
|
Commercial Real Estate Demystified
|
Oct 12, 2022 |
|
Understanding Realtors
|
Sep 28, 2022 |
|
Estate Planning Collaboration
|
Sep 14, 2022 |
|
AML in Real Life
|
Aug 31, 2022 |
|
Designing Small Group Products
|
Aug 17, 2022 |
|
Maintaining Standards at FP Canada
|
Aug 03, 2022 |
|
CFRs and OAs
|
Jul 20, 2022 |
|
Creditor Insurance Watchdogs
|
Jul 06, 2022 |
|
Secrets of the FHSA and OAS
|
Jun 22, 2022 |
|
Episode Delay Notice
|
Jun 08, 2022 |
|
How Comedy Drove Me to Financial Planning
|
May 25, 2022 |
|
Planning for a Child with a Disability
|
May 11, 2022 |
|
Appropriate Leverage using Insurance
|
Apr 27, 2022 |
|
Catastrophic and Routine Risks in Benefits Plans
|
Apr 13, 2022 |
|
Using a Digital Asset Manager
|
Mar 30, 2022 |
|
Investment Advice in a Fee Only World
|
Mar 16, 2022 |
|
Implementing the IPP and RCA
|
Mar 02, 2022 |
|
Advice Only Planning and DIY Investors
|
Feb 16, 2022 |
|
Joint Ownership and Why Jason Hates It
|
Feb 02, 2022 |
|
Using Tech to Improve Client Onboarding
|
Jan 19, 2022 |
|
Consumer Advocate
|
Jan 05, 2022 |
|
Regulation: Tales from the Front Lines
|
Dec 22, 2021 |
|
Professional Trustee Services
|
Dec 08, 2021 |
|
Financial Education using Technology
|
Nov 24, 2021 |
|
Family Law 101
|
Nov 10, 2021 |
|
Wealth Management and Financial Planning
|
Oct 27, 2021 |
|
The F-Word and Other Regulatory Concerns
|
Oct 13, 2021 |
|
Therapy Tools in a Planning Practice
|
Sep 29, 2021 |
|
Retirement Planning: Endowments and RRIF
|
Sep 15, 2021 |
|
IPP: A Masterclass
|
Sep 01, 2021 |
|
Property and Casualty Risks in Financial Planning
|
Aug 18, 2021 |
|
The Role of Financial Therapy
|
Aug 04, 2021 |
|
Intro to Impact Investing
|
Jul 21, 2021 |
|
Group Benefits: Two Perspectives
|
Jul 07, 2021 |
|
Advice-Only Planning
|
Jun 20, 2021 |
|
Pension Buyback in a Complex Case
|
Jun 06, 2021 |
|
Ethics Lessons from Season 3: Part1
|
May 26, 2021 |
|
Life Insurance Fundamentals
|
May 12, 2021 |
|
Retirement Planning Scenarios
|
Apr 28, 2021 |
|
Deciphering Cryptocurrency II
|
Apr 14, 2021 |
|
Deciphering Cryptocurrency I
|
Mar 31, 2021 |
|
The Truth About Health Care Preferences
|
Mar 17, 2021 |
|
Understanding the Leasing Business
|
Mar 03, 2021 |
|
Health Spending Accounts: A Deep Dive
|
Feb 17, 2021 |
|
Retirement Income Planning
|
Feb 03, 2021 |
|
TPAs and Other Acronyms You Need to Know
|
Jan 20, 2021 |
|
Nerding Out on Group Benefits
|
Jan 06, 2021 |
|
AML: Why it Matters
|
Dec 23, 2020 |
|
Advising Physicians
|
Dec 09, 2020 |
|
RDSP Specialist
|
Nov 25, 2020 |
|
Retirement Compensation Arrangement
|
Nov 11, 2020 |
|
Estate Planning Challenges for Financial Advisors
|
Oct 28, 2020 |
|
Introducing the CPP Calculator
|
Oct 14, 2020 |
|
Freelancing in Financial Planning
|
Sep 30, 2020 |
|
Workers Compensation Claims
|
Sep 16, 2020 |
|
Content Marketing and Client Communication
|
Sep 02, 2020 |
|
Group Benefits: Communication and Risk
|
Aug 19, 2020 |
|
Incapacity Planning
|
Jul 22, 2020 |
|
Cash Flow Planning For Business Owners
|
Jul 08, 2020 |
|
Contingency Planning for Business Owners
|
Jun 24, 2020 |
|
Mental Health and Underwriting
|
Jun 10, 2020 |
|
Life Insurance Leverage
|
May 13, 2020 |
|
Retirement Planning - Pensions and CPP Disability
|
Apr 29, 2020 |
|
RRIF Beneficiary Gone Wrong
|
Apr 15, 2020 |
|
Outsourced Chief Investment Officer - Part 2 of 2
|
Mar 31, 2020 |
|
Outsourced Chief Investment Officer - Part 1 of 2
|
Mar 18, 2020 |
|
Insuring Business Owner
|
Mar 04, 2020 |
|
Debt Management
|
Feb 18, 2020 |
|
A Quick Announcement
|
Dec 03, 2019 |
|
Incorporation Questions
|
Nov 28, 2019 |
|
Should My Client Incorporate?
|
Oct 24, 2019 |
|
Getting Started
|
Oct 10, 2019 |
|
Unconventional Solutions
|
Sep 30, 2019 |
|
Capacity Concerns
|
Sep 09, 2019 |
|
Generating Value For Clients
|
Aug 21, 2019 |