| Provincial Life Credits: | 10 credits |
| Provincial A&S Credits: | 10 credits |
| CFP® Certificants: | 10 credits (Financial Planning) |
| Institute Members: | 10 credits (including 4 Ethics) |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
| General Credits: | 10 credits (BC,AB,SK,MB,ON) |
New courses in this package are provided for the AIC CE cycle ending 30/06/24.
Though licensed agents in Alberta require 15 CE credits each cycle, this package is for those who may have acquired five credits elsewhere—but still need to complete 10 credits by deadline. If you need all 15 credits, please see the 15-Credit Alberta Dynamic Duo (Life + A&S Courses) Package in this catalogue.
This package delivers three courses — each with a focus on must-have practical advice and ideas.
Elder Abuse and the Financial Exploitation of Seniors
| 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.
THE GOOD OF INSURANCE – Sounding Off on Insurance Benefits
| 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.
Principle of Fairness: Applied Ethics for Financial Advisors
| 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: $75.00 (You do not pay on this site.)
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