| PFA/CLU Institute Accredited: | 10 credits (including 2 Ethics credits) |
| Provincial Life Credits: | 10 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| FP Canada Credits: | 10 credits (5 General, 3 FP, 2 PR) |
| CIRO-ID CE Credits: | 5 credits (Professional Development) |
| CIRO-MFD Credits: | 5 credits (Professional Development) |
Here is a superb 10-credit package built for Institute members on the PFA track. It can also be used by other professionals, such as CLUs or CFPs, who need 10 CE credits.
You get courses with insights into issues of the day, such as achieving suitability and managing the flow of information your clients need and deserve. You receive practical advice coupled with knowledge to better manage clients and grow your business.
These courses deserve your attention. Read the details below to fully understand the importance of the information you will receive.
The Insurance Side of Due Diligence and Disclosure
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| FP Canada Credits: | 5 credits (3 Financial Planning + 2 Professional Responsibility) |
| Institute Members: | 5 credits (2 Ethics) |
| MFD Credits: | 5 credits (Professional Development) |
| CIRO: ID Credits: | 5 credits (Professional Development) |
Due diligence and disclosure are two activities that work together: due diligence as a form of information discovery and disclosure as a means of sharing information. Together, they are an essential part of the insurance process. There are countless benefits for the agent or advisor who completes a due diligence review and follows through with disclosure. Whereas due diligence is discovery of facts, disclosure is revealing the facts. Doing so puts client interests first. Learn:
- The objectives of completing due diligence and disclosure;
- Performance standards;
- How disclosure is achieved, and barriers to disclosure.
The Art and Science of Suitability
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 5 credits (General) |
| Institute Members: | 5 credits |
| ID CE Credits: | tba |
| MFD Credits: | tba |
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.
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