Financial Advisor Webinars
Coming up: How to wrap data-driven, personalized insurance recommendations into your financial planning with transparency
— Join us on Tuesday, May 20th, at 1pm ET —
Do you wish you had an easier way to tell the story of why you’re recommending what you’re recommending?
Do you need a simple way to show how insurance needs change over time?
During the 60-minute insurance planning session, Advisors will learn how to conduct a Needs Analysis and compare multiple outcomes to provide a truly personalized financial planning experience to their clients.
Join us to learn how to:
🧐 Conduct a personalized Needs Analysis to determine if enough coverage is in place.
📊 Create multiple what-if scenarios in real-time to illustrate the impact of potential “stressors” to the financial plan & compare outcomes.
📈 Summarize the results and next steps for your client in a digestible and actionable way.

Register for the free event
This financial planning session has been reviewed by FP Canada and qualifies for 1 FP Canada-Approved CE Credit.
Join us on Tuesday, May 20th, at 1pm ET for this exclusive online session that’s designed for Canadian Financial Advisors, Planners, and Investment Managers.
Your Hosts
Alex Mercer
Senior Marketing Lead,
Snap Projections
Steve Arnott, CFP
Financial Planning Project Lead,
Snap Projections
This financial planning session has been reviewed by FP Canada and qualifies for 1 FP Canada-Approved CE Credit.
The FP Canada CE Credit logo and QAFP marks are trademarks of FP Canada. CFP®, CERTIFIED FINANCIAL PLANNER® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
Maximize your financial planning knowledge with our webinars for Financial Advisors
Address client questions with confidence
Build financial projections and compare options for pre-retiree clients
Register for the upcoming CE-accredited financial planning webinar now
In Case You Missed It
We know how busy your schedule can get. That’s why we have made our past webinars available for on-demand viewing.
How to answer the client question: Is it better to take the commuted value of my pension?
Join Steve and Alex for this niche financial planning webinar that tackles one specific retirement planning question. Advisors will learn how to easily answer this question, compare outcomes, and produce a one-page summary report.
Pre-retirement planning: Answer client questions by comparing scenarios to optimize outcomes
Join Alex and Steve from Snap Projections to learn how you can easily answer your clients’ top 6 financial planning questions and automatically produce charts that compare options.
What Advisors Already Using Snap Say
Clients, Partners & Affiliations
Who We Are
Snap Projections is a Canadian financial planning software platform. We help great Financial Advisors grow their assets under management and receive more referrals through effective financial planning.
Snap is easy to use, transparent, and provides Advisors with a high level of control and flexibility to ensure plans can be personalized. With Snap, you can show your clients their whole life on one page and instantly create multiple “what-if” scenarios. With industry-leading customer support, this platform has been designed with Advisors, for Advisors.
Join us for this virtual event on Tuesday, May 20th, at 1pm ET.
FAQs about Financial Advisor webinars
Are webinars recorded for later viewing?
Yes, all of our webinars are recorded and available for later viewing on our blog and YouTube channel. This allows you to learn at your own pace and revisit key concepts whenever needed.
Can I ask questions during the webinar?
Absolutely! One of the key benefits of our financial planning webinars is the opportunity to engage directly with the presenters. You can ask questions during the session to have your specific concerns addressed, helping you gain deeper insights into the subject matter. Presenters always maintain a minimum of ten minutes for Q&A at the end of the webinars.
How can I register for a webinar?
Registering for our webinars is simple. Just visit the top of this page where you can register for the next webinar. Complete the registration form, and you’ll receive a confirmation email with all the information you need to join the webinar.
What topics do your webinars typically cover?
Our webinars focus on practical strategies and solutions that matter most to Canadian Financial Advisors. Topics include retirement planning techniques, tax optimization strategies, estate planning considerations, and practice management insights. Each session is designed to provide actionable takeaways that you can implement with your clients right away..