Catalogue of Single Courses
Single Courses
| Provincial Life Credits: | 1 credit (BC, AB, SK, MB) |
| Provincial A&S Credits: | 1 credit (AB, SK, MB, ON) |
| CFP® Certificants: | 1 credit (Financial Planning) |
Turn your annual review into a business stimulator
- Find new opportunities for sales based on changing client circumstances;
- Learn how to prepare, good questions to ask, disclosure for recommendations, and what to do when a situation becomes difficult.
Price charged to FA: $7.50 (You do not pay on this site.)
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| Provincial Life Credits: | 1 credit (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 1 credit (AB, SK, MB, ON) |
| CFP® Certificants: | 1 credit (Financial Planning) |
| Institute Members: | 1 credit (inc. Ethics) |
| General Credits: | 1 credit (BC, AB, SK, MB, ON) |
| Adjusters: | 1 credit (BC, AB) |
- Review how money laundering is accomplished, and how it is stopped;
- Understand, in order to implement, the elements of a compliance program;
- Gain an up-to-date understanding of know-your-client directives, reporting and record-keeping requirements.
Price charged to FA: $7.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
The importance of wills in estate planning.
- Prepare the client for the costs and inconveniences that arise from not having a will;
- Show clients how a will works to their advantage and acts as their voice when they can no longer speak for themselves;
- Assure clients that estate plans for beneficiaries can be fulfilled.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
What to do when RRSP/LIRA matures.
- Explore alternatives for clients when their RRSP/LIRA matures;
- Learn about available choices, considerations, strategies, and action plans for seniors;
- Implement a maturity option for clients that recognizes their specific requirements and is justifiably in their best interest.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (SK, MB, ON, AB) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 3 credits (includes 2 Ethics) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Adjusters: | 3 credits (BC, AB) |
- Review how money laundering is accomplished, and how it is stopped;
- Understand, in order to implement, the elements of a compliance program;
- Gain an up-to-date understanding of know-your-client directives, reporting and record-keeping requirements.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits (including 1 Ethics) |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
| CSF: | 5 credits (1 Compliance, 4 Insurance of Persons) |
Creating suitability between client and product is a challenge with which you are confronted and a means by which you prove your mettle. Whether the product you recommend and provide is insurance or investment, expectations are set for you to do the job objectively, correctly and capably.
Learn expectations and requirements for suitability and how to achieve this lofty goal:
- Optimize suitability for insurance and investment products;
- Implement a holistic approach that looks at total needs, situations, weaknesses, and strengths of the individual with the products and services available to the individual;
- Understand how priorities affect decisions;
- Execute the suitability checklist.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
Retaining savings on high value assets.
- Learn how probate and income tax must be considered when assets are distributed;
- Limit the impact of taxation to allow clients to optimize their hard-earned savings;
- Help to ensure client savings are retained and passed along according to plan.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members:: | 5 credits |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
Procrastination, cognitive biases, and agent behaviour can form roadblocks to acquiring and maintaining insurance coverage. Learn from these and many other reasons individuals fail to acquire insurance policies — and the information needed by which their position can be reversed. This course delivers all that and:
- Develops an approach that recognizes and respects the rationale of the prospect/client and their perceived barriers;
- Achieves better plans based on characteristics of the prospect/client;
- Facilitates the progression of uninsured to insured or underinsured to insured;
- Benefits the agent with checklists to test behaviour against standards and expectations.
Take charge to eliminate the barriers holding back action.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits (includes 1 Ethics) |
| MFDA: | 5 credits (Professional Development) |
Understand client needs and grow your business.
- Explore customer-focussed ideas and practices to benefit clients and your bottom line;
- Better understand and anticipate client needs for insurance and investment products;
- Find out how to turn everyday issues into opportunities for service and sales.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificant: | 3 credits (Financial Planning) |
The Registered Education Savings Plan (RESP) is nothing less than brilliant: it’s free government money to eliminate student debt for a better future.
This course will give you the answers to common objections about plan contributions. It clearly lays out the types of plans, investment considerations, and how to take advantage of compounding.
This is an easy course that is going to spark your motivation to promote this must-have financial product. Get started now!
- Learn how an RESP helps ensure a better future for children;
- Estimate the importance of government contributions as free money to build plan value;
- Discover how to address common client objections to starting a plan or making contributions;
- Prove to clients how student debt can be partly or entirely eliminated by an RESP.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 6 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 6 credits (Financial Planning) |
| Institute Members: | 6 credits |
Weighing the pros and cons of RRSP/TFSA.
- Identify whether an RRSP or a TFSA can best serve the individual needs of your clients;
- Be prepared with answers to the questions that hold people back from opening and contributing to accounts;
- Understand the pros and cons of RRSPs and TFSAs;
- Gain the confidence and knowledge to decide how to use the accounts most efficiently.
Price charged to FA: $45.00 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits (includes 2 Ethics) |
| IIROC Credits: | 5 credits (Professional Development) |
| General Credits: | 5 credits (BC, AB, SK, MB, ON) |
A Big Issue addresses dementia and Alzheimer’s disease in the context of mental and financial capacity. Here’s wha tyou need to know and how to prepare for working with a client who may begin experiencing capacity issues.
This course delivers on risk fundamentals by covering:
- How will you recognize dementia or Alzheimer’s in your client?;
- How many of your clients may be affected?;
- What else can and will you do – and when?
- Is there a role for insurance?
This is information for a frightening problem that can be experienced professionally and personally.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 2 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 2 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 2 credits (Professional Responsibility) |
| Institute Members:: | 2 credits (includes 1 Ethics) |
| IIROC Credits: | 2 credits (Compliance) |
| MFDA Credits: | 2 credits (Business Conduct – Ethics) |
| General Credits: | 2 credits (BC, AB, SK, MB, ON) |
Serving the client’s best interest is a requirement for all those with client responsibilities. This course provides the understanding that can lead to generating best interest interactions, plans and proposals.
Learn to:
- Integrate client best-interest principles into practice and solidify your client relationships.
- Make clients a priority and confirm your professional responsibility.
- Enhance personal integrity.
Price charged to FA: $15.00 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits (inc. 1 Ethics) |
Take advantage of our merged accreditations when you complete this one course and receive credits in each of seven separate regulators/industry organizations!
- Learn what happens when a complaint is filed, and mitigation measures to prevent complaints;
- Find out what to expect if a complaint is made about you, and your role in the investigation process;
- Read extensive case studies in each of insurance, FP Canada, the MFDA and IIROC complaint hearings;
- Gain vital knowledge on how to avoid a complaint in addition to how resolution can be brought about.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| CFP® Certificant: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits (inc. 1 Ethics) |
| MFDA Credits: | 5 credits (Business Conduct – Non-Ethics) |
- Prepare for unreasonable, demanding and unpredictable client behaviour;
- Learn anger management skills;
- Find out how to deliver bad news, and the sad consequences of disappointment;
- Prevent unpleasant interactions and reduce your stress level.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificant: | 7 credits (Financial Planning) |
- Initiate a financial game plan for the five years before retirement;
- Identify the goals must be accomplished in the final years of full-time employment;
- Explore the actual steps needed each year in order to achieve those goals.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificant: | 3 credits (Financial Planning) |
| Institute Members: | 2 credits |
- Know how to answer the question of “when is best” when it comes to starting retirement pensions;
- Learn about eligibility, contributions, strategies for benefits received, and recent changes.
Price charged to FA: $15.00 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 3 credits (inc. 1 Ethics) |
| MFDA Credits: | 3 credits (Professional Development) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
- Learn how cyber security breaches are an increasing threat to the privacy of your client’s information;
- Improve your understanding of hacker attacks, technical failures, sloppy practices and employee errors;
- Discover how to reduce or eliminate cybersecurity threats in order to protect client privacy.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 4 credits (Financial Planning) |
- Adopt a four-step process to achieve objective decisions and recommendations;
- Provides a rational basis for showing a client the benefit of one course of action vs. another;
- Use with clients to gain their input and buy-in for decisions.
Price charged to FA: $30.00 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, SK, MB, ON) (1 credit AB) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
- Disability is not just a condition of the elderly. Consider how every single day Canadians are disabled in common everyday activities: crossing the street, snowmobiling, bicycling, and the simple activities of daily living;
- Learn about the financial programs and benefits available to Canadians of all ages living with disabilities;
- Gain the knowledge you need to help clients plan with for their future financial needs and/or those of any disabled dependents.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 1 credit (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 1 credit (Professional Responsibility) |
- Refresh your understanding of professional standards, ethics and principles;
- Review three options for dealing with conflicts of interest;
- Navigate the roadblocks that can arise when it comes to putting client interests first.
- Do Your Best is easy to read. It provides information that you can quickly learn from and apply to your role and responsibilities.
Price charged to FA: $7.50 (You do not pay on this site.)
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| Provincial Life Credits: | 1 credit (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 1 credit (AB, SK, MB, ON) |
| CFP® Certificants: | 1 credit (Financial Planning) |
| General Credits: | 1 credit (BC, AB, SK, MB, ON) |
- Improve your marketing and customer service through better writing;
- Make your writing meaningful, clear and to the point;
- Communicate complex financial topics to clients by learning a practical approach to writing in plain language.
Price charged to FA: $7.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 3 credits (includes 2 Ethics) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
- Recognize the causes and signs of elder financial abuse;
- Know your ethical responsibilities towards your client if you suspect abuse;
- Gain the knowledge you need in order to help suspected victims of elder financial abuse.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| MFDA Credits: | 7 credits (Professional Development) |
Essentials of Canadian Insurance compiles insurance need-to-know terms and concepts into a valuable reference. Eliminates time spent searching and provides comprehensive factual information on a wide array of everyday, need-to-know subjects.
What’s in it for you?
- Improve knowledge of insurance terms and facts without getting bogged down in detail;
- Recall industry provisions and particulars for application with client needs;
- Compare features and benefits quickly and easily.
These snapshots of terms, phrases, and policy particulars are exactly what you need to have on hand for quick review and relevance to client needs. You get the benefits and so do the folks in your business who can ramp up their knowledge and proficiency.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
- Learn what happens to estates at death and how to prepare for taxes before and after;
- Find out what plans must be made during life in preparation of a client’s estate;
- Discover insurance products that will ensure you are equipped to help your clients with insurance designed for their needs.
Price charged to FA: $37.50 (You do not pay on this site.)
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| IIROC (CIRO) Credits: | 7 credits (Compliance; repeatable) |
Ethics and the Investment Industry fearlessly goes where others dare not tread. It asks questions that may be awkward. It discusses sensitive issues. It takes an objective look at some of the facets of your business that may be uncomfortable.
- Examine conflicts in the industry around money management for other and personal gain;
- Learn about the ethics of money as a product and the ethics of information;
- Explore how to meet ethical objectives and requirements.
This course may challenge you and how you think about your role in the investment industry. You may not agree with all you read, but you will be encouraged to find how ethical choices are your only choice.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 1 credit (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 1 credit (AB, SK, MB, ON) |
| CFP® Certificants: | 1 credit (Professional Responsibility) |
| Institute Members: | 1 credit (includes 1 Ethics) |
| General Credits: | 1 credit (BC, AB, SK, MB, ON) |
| Adjuster Credits: | 1 credit (AB) |
- Get back to basics with essential learning about ethics and rules of conduct;
- Test yourself against six questions of ethics to examine whether your actions meet expectations;
- Read case studies to hone your critical ethical decision-making skills.
Price charged to FA: $7.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
- First, learn to recognize fraud schemes and how they are perpetuated;
- Second, get practical knowledge on how to protect yourself, your clients and your business from fraud.
- Third, discover what to do if you or your clients become a victim of fraud.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
| MFDA Credits: | 7 credits (Professional Development) |
- Build a sound financial house for clients of all ages with financial basics you can share;
- Understand how a will and insurance protects assets and beneficiaries so that you can equip your clients with vital financial know-how;
- Explore general issues of financial preparedness;
- Use the comprehensive information to support and grow your client base.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
- Prepare a client for income replacement with knowledge of product options for self-insuring and emergency funds;
- Turn an approach into a successful sale by knowing the client and ensuring suitability;
- Apply standards of conduct to the sales process.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 6 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 6 credits (Financial Planning) |
| Institute Members: | 6 credits (includes 1 Ethics) |
| IIROC Credits: | 1 Compliance, 6 Professional Development |
- Learn the six-question test for investing developed by the OSC, and how it applies to a number of common investment products;
- Gain a consistent picture of investments to gauge their suitability;
- Review common investment strategies for their application to your clients’ needs.
Price charged to FA: $45.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
- Help clients understand the importance of setting goals, and how to achieve objectives;
- Review tried-and-true approaches that lead to wealth accumulation;
- Leverage your learning to relieve financial anxiety.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 3 credits |
- Covers eight common mistakes clients make, and the loss of opportunities that result from their errors;
- Head off the inevitable crash landings that arise from arrogance and misperceptions;
- Help clients to get on the right track, stay there, and reap the rewards.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK [3 Ethics], MB, ON) |
| CFP® Certificants: | 3 credits (2 Professional Responsibility, 1 Financial Planning) |
| Institute Members: | 3 credits (includes 1 Ethics) |
- Learn the reasons that investment suitability is the most common complaint among older investors and how that complaint can be eliminated through the decisions you make;
- Read case studies taken from the files of regulators about instances where suitability has been abused;
- Be guided with a suitability checklist to test your recommendations and actions.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5.5 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
- Prepare to tackle seven significant threats to retirees and their income;
- Explore these risks and learn useful risk management ideas and strategies;
- Benefit from a wealth of meaningful and actionable ideas.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 4 credits (Financial Planning) |
| Institute Members: | 4 credits |
| IIROC Credits: | 4 credits (Professional Development) |
| MFDA Credits: | 4 credits (Professional Development) |
Well, maybe fun is a slight exaggeration. The point here is that there are many good reasons for fund investing. Leave aside the negative aspects of fees, charges, loads, risks, and volatility of investment funds. Focus the decision about fund investing on the many positive features and advantages that funds offer.
This course puts a positive spin on the proposition you put before clients.
- Review the characteristics, features, benefits, and advantages of funds and fund investing;
- Receive insight into how funds can be used to champion a cause, interest, or belief through socially responsible investing
- Learn the ways of tailoring a fund to the aptitude and needs of the investor;
- Analyze the potential of funds for managing risk.
Price charged to FA: $30.00 (You do not pay on this site.)
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| Provincial Life Credits: | 10 credits (BC, AB, MB, ON) |
| Provincial A&S Credits: | 10 credits (AB, MB, ON) |
| CFP® Certificants: | 10 credits (Financial Planning) |
| ICS Life Credits: | 8 credits (SK) |
| ICS A&S Credits: | 8 credits (SK) |
- Know your product is a regulator requirement satisfied by understanding policy types, restrictions, benefits and associated products that impact Canadian life insurance;
- Gain that fundamental KYP information here while learning about more advanced topics and new products, such as the ALDA.
Price charged to FA: $75.00 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON ) |
| CFP® Certificants: | 3 credits (Financial Planning) |
- Communicate the benefits of better pricing, coverage, customization of needs, and future advantages of insurance policy mortgage coverage to all mortgage holders;
- Save your prospects and clients money through a personal policy;
- Easily compare the personal policy option with bank-offered mortgage insurance to illustrate your better product.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
| MFDA Credits: | 7 credits (Business Conduct – Non-Ethics) |
- Link sales with suitability for best client outcomes;
- Learn the importance of setting financial goals across all ages;
- Achieve clarity in virtual and in-person meetings and your writing;
- Measure your behaviour against common ethical standards;
- Implement best practices that pay off.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
| General Credits: | 5 credits (BC, AB, SK, MB, ON) |
Here are some insurance benefits that reinforce the effectiveness and good uses of an insurance policy.
When you complete this course, you will have:
- A client-focussed list of the unique strengths of insurance;
- Rewarding ideas you can take to the table to underscore valuable insurance product features;
- The advantageous considerations only insurance provides and delivers.
Get all the goods here.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 4 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 4 credits (Financial Planning) |
- Show clients how insurance can be a cost-saving measure for business owners;
- Learn about coverage options to ensure that coverage is appropriate to the future needs of the client’s business;
- Put insurance in context as a solution for efficiently building, transitioning or selling a business.
Price charged to FA: $30.00 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members:: | 7 credits |
| IIROC Credits: | 7 credits (Professional Development) |
| MFDA Credits: | 7 credits (Professional Development) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
Newcomers to Canada come from many nations and arrive with far-ranging sets of needs. Insurance is a product that protects against risks faced in their new homeland. Discover the many concepts underlying the insurance offer and how to prescribe the exact solution for newcomer requirements.
- Introduce the strengths of insurance products needed by newcomers;
- Help the newcomer-client recognize the benefits of insurance for risk management;
- Develop expertise in the newcomer market by addressing the particular circumstances of newcomers.
Make the right offer…make the offer right: on conclusion of Insurance Needs of Newcomers to Canada, you will have new insight into the situation of newcomers and what you can prescribe to create a successful insurance transaction.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
| MFDA Credits: | 5 credits (Professional Development) |
- Reinforce your understanding of the insurance needs of retired clients, such as for pension replacement and estate planning;
- Help your clients see that insurance is not obsolete at retirement;
- Reinforce the needs with your clients for insurance after working stops.
Price charged to FA: $30.00 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (5 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 7 credits (includes 2 Ethics) |
| IIROC Credits: | 7 credits (Compliance) |
| MFDA Credits: | 7 credits (Business Conduct – Non-Ethics) |
Investors deserve the best possible conduct and business practices by the participants in the investment industry. Protection of seniors and vulnerable clients is a particularly key priority. This focus does not eliminate the need for remaining investors to also be protected.
This course delves into key principles of investor protection with details about:
- The trusted contact person requirement;
- The appropriate assessment of client risk;
- Elimination of conflict of interest;
- Market integrity;
- The proper handling of complaints.
These subjects equip you with the knowledge to perform ethically and to the highest standard.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 3 credits (includes 1 Ethics) |
| IIROC Credits: | 3 credits (Compliance and/or Professional Development) |
| MFDA Credits: | 3 credits (Business Conduct – Non-Ethics) |
- Addresses the new client-focussed reforms as they apply to know your client requirements;
- Reviews what comprises essential facts and their relevance;
- Illustrates the relationship between KYC and suitability;
- Check your decisions with a blueprint for action.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits (includes 1 Ethics) |
| IIROC Credits: | 7 credits (Professional Development) |
| MFDA Credits: | 7 credits (Professional Development) |
Here’s a know your product (KYP) breakthrough course that delivers a useful profile of investments on which to start and complete the recommendation process.
- Benefit from an “at a glance” overview of the characteristics of many investments from the common, like GICs, to the more esoteric, like cryptocurrency to make an initial determination of product suitability;
- Learn the more in-depth details of investments by the application of six challenge questions across all investments covered— from life insurance products, through investment funds, gold, REITs, and many others;
- Review some common investing strategies with their strengths and weaknesses — in a format that encourages consistency of information.
If developing and delivering sound recommendations is your priority, start here.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, SK, MB, ON; AB: 4.75) |
| CFP® Certificants: | 5 credits (Financial Planning) |
Filled with key advising points, this course can help you and your clients to become converts to seg funds. Review the many benefits to segregated fund investing: show the advantages of guarantees, resets, beneficiary designations, and probate bypass. There is enormous market potential thanks to the increasing senior population. Add the benefits and the market together, and you’ll come out a winner!
This course ramps up your seg fund know-how in an easy-to-read style that is free from manufacturers’ claims. Get excited about seg funds as a win-win investment opportunity.
- Employ the built-in benefits of a segregated fund policy with your clients to show how to limit loss and enhance gains;
- Link the advantages of seg funds to client needs for guarantees, probate bypass, and beneficiary designations;
- Ramp up your know-how on key points of advice.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
Among the many factors to consider in an insurance transaction are those that will result in a policy that will be suitable for clients and fulfill their needs. This course paves the way to making the right choices to attain the right outcomes.
- Develop a wide-ranging understanding of your role in making insurance right for the clients you have and prospects you encounter;
- Focus on needs-based selling to sell the right insurance, in the right amount, at the right cost;
- Make your sales process serve the client by eliminating conflict of interest and by following ethical imperatives.
You will develop a wide-ranging understanding of your role in making insurance right for the clients you have and prospects you encounter. Complete this course now to gain selling confidence and proficiency.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| IIROC Credits: | 3 credits (Compliance) |
| MFDA Credits: | 3 credits (Business Conduct – Non Ethics) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Adjuster Credits: | 3 credits (BC, AB) |
- Grow your business and earn a sterling reputation by learning how to manage and resolve conflict;
- Increase managerial and client satisfaction by turning conflict into collaboration.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
- For whatever reason, Canadians are great travellers. Maybe it is our wish to leave some of the winter behind and head to warmer climes, maybe it is natural curiosity about foreign places, maybe it is the need to visit family abroad, or maybe it is a combination of many factors. Unfortunately, Canadians are not great about managing the risk of travel and medical emergencies through acquiring appropriate travel insurance.
- This course illustrates how that risk can be managed and mitigated. It helps the seller of travel insurance policies understand options to arrive at the best solution for travellers’ needs.
- With information on Super Visa, travel advisories, claims, and stability this course will give you knowledge and insight to make you stand out in the travel insurance market.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 1 credit (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 1 credit (Financial Planning) |
| Institute Members: | 1 credit |
- Master the sales process through your disclosure practices;
- Find how to substantiate your recommendation;
- Complete the Financial Checklist to provide vital documentation for the client file.
Price charged to FA: $7.50 (You do not pay on this site.)
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| Provincial Life Credits: | 2 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 2 credits (Financial Planning) |
| Institute Members: | 2 credits |
- Learn how and when income is determined and how to address clients concerns about tax;
- Help clients make the right decisions for their OAS pension and build the best pension outcome for their senior years.
Price charged to FA: $15.00 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
- Use this information as a step to resolve the lack of understanding clients have about probate;
- Help clients save potentially significant probate fees by planning ahead;
- Find the appropriate strategies in this course to improve outcomes for seniors.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
- Sales slipping? Try putting the claim payment up-front in the insurance sales process so clients understand the reasons for, and rewards of, insurance;
- Read up on how to ensure policy claims will be successful;
- Learn the many reasons why claims are more or less than expected;
- Get advice on how to deal with an unhappy claimant.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 4 credits |
| IIROC Credits: | 2 credits (Professional Development) |
| MFDA Credits: | 2 credits (Professional Development) |
Risk is synonymous with uncertainty. The risk a person is willing to take is a result of his or her psychology, life experiences, social conventions, intelligence, and age amongst other factors. Where does that put you when you must gather information about the risk characteristics of a person and apply them to a product with its own risk profile? It puts you in a position in which information, analysis, and thought is required to arrive at appropriate answers.
If you have client-facing responsibilities for investments or insurance, you will come away from this course with a new appreciation for the role of risk and its repercussions.
- The role of disclosure to risk;
- The three measurements in a risk profile: tolerance, capacity, and need;
- The dilemma of applying risk assessment to decision-making.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 2 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 2 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 2 credits (Financial Planning) |
| Institute Members: | 2 credits (includes 2 Ethics) |
| General Credits: | 2 credits (BC, AB, SK, MB, ON) |
- Define how fairness influences your financial advice;
- Study the nine rules on how to be a fair person, and make fairness a practice for your business.
Price charged to FA: $15.00 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits in (SK, MB, ON, AB) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 3 credits (includes 2 Ethics) |
| IIROC Credits: | 3 credits (Professional Development) |
| MFDA Credits: | 3 credits (Professional Development) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
Insurance regulators have issued new guidance for conduct. This development brings together directions and instructions to tell industry participants—with very little room for personal interpretation— what to do and how to do it.
This course provides a discussion on fairness and its practice; describes the expectations for your conduct, and reinforces the reasons good conduct matters.
This one course is both an ethical discussion and a set of regulator instructions. It will lead you to meet expectations while simply doing the right thing.
- Key ideas on how to achieve the conduct expected of you;
- A checklist of good practices;
- How to implement win-win behavioural principles.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (2 Professional Responsibility, 1 Financial Planning) |
| Institute Members: | 3 credits (includes 1 Ethics) |
| MFDA Credits: | 3 credits (Business Conduct – Ethics) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Adjuster Credits: | 3 credits (AB) |
- Review the standards of ethics that apply to senior clients;
- Learn about the challenges seniors present;
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
- Build an estate plan properly — based on the value of assets in the estate and how they can be transitioned to beneficiaries;
- Understand where, when, and how taxes are applied;
- Identify the role and adequacy of insurance;
- Help clients plan now for peace of mind later.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (1 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 3 credits (includes 2 Ethics) |
| IIROC Credits: | 3 credits (Compliance) |
| MFDA Credits: | 3 credits (Business Conduct – Non-Ethics) |
Here is a course focussed on what actions comprise conflict of interest (COI) for investment advisors and insurance agents, how they can be managed and mitigated, and the personal development efforts you can undertake to help defeat COI from arising.
You will complete this course with:
- Constructive ideas to implement to avoid COI in your behaviour;
- Important insight on how COI develops and how it can be mitigated personally and professionally;
- Answers to some of the big issues about COI and its insidious effects on advice and professional conduct;
- Valuable case studies to illustrate COI and its outcome.
Make elimination of conflict of interest your objective; read Conflicts of Interest now.
Price charged to FA: $15.00 (You do not pay on this site.)
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| Provincial Life Credits: | 1 credit (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 1 credit (AB, SK, MB, ON) |
| CFP® Certificants: | 1 credit (Professional Responsibility) |
| General Credits: | 1 credit (BC, AB, SK, MB, ON) |
| Adjuster: | 1 credit (AB) |
- Study thought-provoking ethical situations in which advisors must make hard choices;
- Use ethical guidelines to help decision-making.
Price charged to FA: $7.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
| IIROC Credits: | 7 credits (Professional Development) |
| MFDA Credits: | 7 credits (Professional Development) |
Retirement Decumulation focusses on the subjects of accumulation (saving for retirement) and decumulation (spending in retirement). Decumulation may be a buzz word but it is a very serious subject that describes the deterioration of retirement savings. This course addresses the contentious issues of how much needs to be saved and how retirement income is created for spending — or saving — purposes.
- Start with a review of the accumulation process and the necessity to know the client and plan for decumulation;
- Continue with a review of the factors that impact retirement;
- Conclude with a review of how to create the individual retirement pay-cheque within limitations and constraints.
From having a second look at savings strategies through to D-Day (Decumulation Day), find ideas to create a retirement paycheque for your client.
Price charged to FA: $52.50 (You do not pay on this site.)
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| Provincial Life Credits: | 9 credits (BC, AB, MB, ON) (8 credits SK) |
| CFP® Certificants: | 9 credits (Financial Planning) |
- Discover how to conduct a comprehensive review of the client’s financial circumstance to assess whether retirement savings can support retirement;
- Learn sales opportunities for life policies and annuities;
- Benefit from an in-depth approach to one of the greatest financial planning challenges: retirement.
Price charged to FA: $67.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
- Learn how to best guide decisions for a RRIF;
- Get information on rules, risk considerations and investment fund choices;
- Ensure the RRIF is the suitable maturity choice for your client’s RRSP.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 5 credits (BC, AB, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| ICS Life Credits: | 5 credits (including 2 Ethics) |
- Set your moral compass in the direction of professional responsibility through knowing your client, ensuring suitability, fulfilling disclosure, and putting client interests first;
- Meet regulator expectations as expressed in client-focussed reforms;
- Explore short case studies that illustrate concepts and help understanding.
Price charged to FA: $37.50 (You do not pay on this site.)
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| Provincial Life Credits: | 2 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 2 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 2 credits (Financial Planning) |
- Learn why good business practices are good for business;
- Review compliance fundamentals and how to implement these fundamentals;
Price charged to FA: $15.00 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
Receiving a large sum of money can be a source of great joy or deep guilt. Regardless of whether it is bestowed by a sweet twist of fate or other—less happy —circumstances the money needs professional management to be appropriately used, sustained and grow. The amount received may exceed previous money-management experience of its receivers, leaving them uncertain as to what to do or the best thing to do.
That is where you come in — with a plan to turn sudden wealth into a comfortable long-term lifestyle. If your client expects to inherit, to receive the value of a DCP, to earn equity from a business sale or sale of other property, you will want to begin wealth coaching long before the money is in the bank.
- Learn the ropes for managing the scope, challenges and benefits of sudden wealth;
- Implement strategies for saving, investing, insuring and gifting;
- Explore the details on legal and tax matters.
Price charged to FA: $52.50 (You do not pay on this site.)
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
- Covers a broad range of insurance and investment matters relevant to a surviving spouse’s changed circumstances;
- Equips you to plan ahead for both spouses and the survivor’s needs alone;
- Adds to your perspective about retirement planning while delivering lots of can-do ideas.
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
| IIROC Credits: | 7 credits (Professional Development) |
| MFDA Credits: | 7 credits (Professional Development) |
Look around: there are small business owners everywhere. Your coffee shop, hair dresser, restaurants, car dealers, computer shops, florist, butcher, baker, and candlestick maker. These owners are invested in their business. If they only knew how insurance protects their investment.
You can illustrate the protection offered by insurance with answers to questions that may be as fundamental as the necessity of insurance — and as complex as the models of shareowner buy-outs. This course shows how.
- Learn how to protect the personal and corporate interests of business owners with appropriate insurance coverage;
- Get top tips for an exit strategy;
- Build your expertise and confidence in order to excel in the business insurance market.
Price charged to FA: $75.00 (You do not pay on this site.)
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| Provincial Life Credits: | 2 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 2 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 2 credits (Financial Planning) |
| IIROC Credits: | 2 credits (Professional Development) |
| MFDA Credits: | 2 credits (Professional Development) |
| General Credits: | 2 credits (BC, AB, SK, MB, ON) |
The naming of a trusted contact person (TCP) to an investment account is an excellent idea for customer and advisor alike. Although it is not a requirement, the TCP nomination has been implemented to deter financial exploitation and safeguard financial assets. As such, it seems directed towards older adults, but, in fact, is useful for people of any age and should be used by people of all ages.
In this course you will:
- Learn what the job description for a TCP is and how those duties are carried out;
- Receive the essential background on the need for a TCP and its role in risk management;
- Get pointers on initiating the TCP conversation with clients.
Price charged to FA: $15.00 (You do not pay on this site.)
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| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (1 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 3 credits (includes 1 Ethics) |
| IIROC Credits: | 3 credits (Compliance) |
| MFDA Credits: | 3 credits (Business Conduct – Ethics) | General Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Adjusters: | 3 credits (BC, AB) |
- Understand the reasons ethics are essential personally and professionally;
- Read case studies that illustrate ethical lapses;
- Discover how to become a more ethical
Price charged to FA: $22.50 (You do not pay on this site.)
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| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
| MFDA Credits | 7 credits (Professional Development) |
- Recognize the special characteristics of women that relate to their financial planning and insurance needs;
- Gain insight into challenges women face, such as lower incomes and longer lifespans;
- Help women create a suitable and stable financial life.
Price charged to FA: $52.50 (You do not pay on this site.)
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