CE Drive with Jason Watt

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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.

Last refreshed: July 22nd, 2025 at 4:20 PM ⓘ

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Episodes

A Quick Announcement

Are you a CFP Professional or Level 1 Certificant who still needs their professional responsibility credit? We have a session upcoming on Wednesday, December 10th.

Dec 03, 2019•2 min

Join Jason and Ray as they continue their discussion about incorporating! Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: HLH Chartered Professional Accountants

Nov 28, 2019•56 min•Season 2Ep. 6

Should My Client Incorporate?

Join Jason and Ray as they discuss the benefits of incorporation for a medical professional. They also discuss the state of regulation of financial planning and financial advice. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Corporate Tax Rates Ontario Consultation US CFP Board financial planning definitions Ontario financial planning legislation Manitoba personal tax rates...

Oct 24, 2019•51 min•Season 2Ep. 5

Getting Started

Join Jason and his guests Mitchell and Garrett as they discuss buying a block of investment business, and getting clients used to hearing retirement advice from a young advisor. Remember to subscribe and and earn your continue education credits at bccquiz.online! Supplementary Materials: How To Structure Your Earn Out (Without Getting Burned) Serving Clients Through Needs-Based Sales Practices Projection-Free Financial Planning To Avoid A False Sense Of Precision Projection Assumption Guidelines...

Oct 10, 2019•1 hr 5 min•Season 2Ep. 4

Unconventional Solutions

In this episode, our guests, Mitchell and Megan, each has a unique story about using unconventional methods to help their clients get the most out of their services. Subscribe at the CE Drive Podcast Page to get access to Quizzes!

Sep 30, 2019•1 hr•Season 2Ep. 3

Capacity Concerns

In this episode, Jason and his guests, Derek and Dawn, share their experiences in dealing with clients who may be experiencing diminishing mental capacity. Supplementary Materials: Mental Health & The Financial Advice Relationship Subscribe at the CE Drive Podcast Page to get access to Quizzes!

Sep 09, 2019•57 min•Season 2Ep. 1

Generating Value For Clients

In this episode, Jason and his guests, Nathen and Kelley, talked about using elements of the financial planning process to bring values to their clients. Subscribe at the CE Drive Podcast Page to get access to Quizzes!

Aug 21, 2019•59 min•Season 2Ep. 2

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