| ICS Life Credits: | 15 credits (including 3 Ethics) |
| Provincial A&S Credits: | 12 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 15 credits (13 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 15 credits (including 1 Ethics) |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 12 credits (7 Business Conduct Non-ethics, 5 Professional Development) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
These courses, for life agents and advisors in Saskatchewan, satisfy the CE guidelines set by the Insurance Councils of Saskatchewan (ICS), including the Ethics requirement (3 credits per five years of licensing).
Finding the Fit: Suitability and Professional Responsibility
| ICS Life Credits: | 3 credits (BC, AB, SK, 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.
Good Business: Lessons for Success
| ICS 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) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
- 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.
FINANCIAL PLANNING FOR LIFE: Income Replacement
| ICS 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.
Receive an immediate regulator-approved Certificate upon completion of each course.
Price charged to FA: $112.50 (You do not pay on this site.)
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