| Provincial Life Credits: | 15 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 15 credits (AB, SK, MB, ON) |
| FP Canada: | 10 credits (Financial Planning) |
| Institute Members: | 5 credits |
| ID CE Credits: | 5 credits (Professional Development) |
| MFD Credits: | 10 credits (5 Business Conduct Non-Ethics, 5 Professional Development) |
C’Life strives to provide you with CE credits that contribute new ideas and valuable solutions to your practice.
This year focusses on attaining suitability and the repercussions that arise from failing to meet suitability requirements.
Manitoba licensees receive 15 Life credits to use for the ICM CE cycle ending 31/05/26 in addition to all other categories listed. Licensees in other provinces can earn 15 credits in each category shown above in accordance with their deadline. Wherever you are licensed, start now for an efficient and strategic approach to on-time credit completion.
This year focusses on attaining suitability and the repercussions that arise from failing to meet suitability requirements.
Manitoba licensees receive 15 Life credits to use for the ICM CE cycle ending 31/05/26 in addition to all other categories listed. Licensees in other provinces can earn 15 credits in each category shown above in accordance with their deadline. Wherever you are licensed, start now for an efficient and strategic approach to on-time credit completion.
You receive:
Coping With the Difficult Client
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 5 credits (Financial Planning) |
| CIRO-MFD Credits: | 5 credits (Business Conduct - Non-Ethics) |
There are many, many behavioural management ideas in this informative and useful course. You’ll find it valuable for both coping with those who are difficult and learning how to prevent unpleasant interactions from ever developing.
Your level of stress can be significantly lessened with the perspective this course delivers. It’s a winner in your stable of people management skills.
- 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.
Making the Right Choices for Insurance
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
| ID CE Credits: | 5 credits (Professional Development) |
| MFD 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.
SETTING THE MORAL COMPASS: Professional Responsibility for Financial Advisors
| Provincial Life Credits: | 5 credits (BC, AB, MB, ON) |
| Provincial A&S Credits: | 5 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 5 credits (Financial Planning) |
| ICS Life Credits: | 5 credits (including 2 Ethics) |
Here is your game plan to achieve the highest standards of professional responsibility.
The content of this course is organized around your requirements for knowledge; knowledge of the standards of conduct that apply to your job; knowledge of your client; knowledge of how to attain suitability; knowledge of the necessity of disclosure; and, knowledge of conflict of interest.
Reading this course for continuing education credits is one step. Making ongoing reference to the content when confronted with difficult decisions is going to show you a way forward.
- 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.
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