CE Week

December 4 – 8, 2023

About CE Week

CE Week is a semi-annual event where you can tune in to expert-led online sessions, and collect a wide variety of CE credits. This is your opportunity to get your CE quickly and conveniently, from the comfort of home.

CE credits, accelerated.

At BCC, we know that collecting CE credits can be a challenge. You’re busy, you have competing priorities, and you may not want to give up your weekends or travel to a conference to get your credits. We created CE Week to help you get your credits quickly, easily, and in a convenient online format.

Get more from your subscription.

Our CE subscribers already have access to a large library of online courses and our CE Drive podcast, but CE Week adds even more value. Subscribers can attend CE Week at no additional cost – just register for the sessions you want below!

Join the club.

If you’re not a CE subscriber yet, check out our annual CE subscription to knock out all your credits at one affordable price. You’ll get access to all CE Week sessions, plus 100+ on-demand sessions, live monthly webinars, and our CE Drive podcast. It’s the easiest way to get all the credits you need, all in one place.

CE Week Sessions

Monday

Morning Session

Planning for clients with US connections

December 4, 2023 @ 8:00 am MST

3.5 hours

Clients with US connections present a broad range of challenges. This session covers tax, insurance, investment, and cash management considerations for those clients.

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Afternoon Session

Planning for clients with overseas connections

December 4, 2023 @ 12:30 pm MST

3.5 hours

Clients with International connections provide some of the most complex problems in the delivery of financial advice. This session uses case studies to illustrate how those problems can be addressed.

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Tuesday

Morning Session

Beneficiary Designations

December 5, 2023 @ 8:00 am MST

3.5 hours

Many products and plans available to financial advisors feature beneficiary designations. Learn the benefits and limitations of beneficiary designations in this session.

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Afternoon Session

Insurance Investments

December 5, 2023 @ 12:30 pm MST

3.5 hours

Permanent insurance is often touted as featuring investment characteristics. In this session, we will cover how these investments work, including tax implications, fees, and other considerations.

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Wednesday

Morning Session

Managing Renewals

December 6, 2023 @ 8:00 am MST

3.5 hours

For this group benefits session, we will discuss the renewal. Renewal time is a great time to talk to your client about new developments in the benefits space, including the Canada Dental Benefit and changes to the EI elimination period.

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Afternoon Session

Leadership from the Benefits Rep

December 6, 2023 @ 12:30 pm MST

3.5 hours

For this group benefits session, we will discuss the role of the benefits rep as thought leader. What can the benefits rep do to help a company get the most out of its relationship with its employees and their families?

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Thursday

Morning Session

Foundations of Estate Planning

December 7, 2023 @ 8:00 am MST

3.5 hours

Estate Planning is based on three foundational documents. We will learn the ins and outs of wills, powers of attorney, and personal directives. We will discuss provincial variations.

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Afternoon Session

What you can learn from your client’s estate planning documents

December 7, 2023 @ 12:30 pm MST

3.5 hours

The estate planning documents that a client brings to the planner can reveal much about that client. What should the planner be looking for when reviewing these documents?

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Friday

Morning Session

Everybody Needs a Plan?

December 8, 2023 @ 8:00 am MST

3.5 hours

Approximately one in four Canadian households has some sort of financial plan. This session will argue that every household can benefit from a written financial plan, in some surprising ways.

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Afternoon Session

Decumulation Planning

December 8, 2023 @ 12:30 pm MST

3.5 hours

Decumulation planning is often presented as a simple exercise. Build enough assets and then draw on those assets in retirement. In reality, though, it can be far more complicated than this. We will use case studies to explore different approaches to decumulation planning.

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Your Host

Jason Watt

Business Career College

As the lead instructor at Business Career College, Jason is passionate about delivering the best financial services training in the industry. A true innovator, he is continuously exploring new ways to help students succeed, and to help financial services and insurance professionals level up their careers.

Monday

Tuesday

Wednesday

Thursday

Friday