| IIROC Credits: | 30 credits (20 Professional Development, 10 Compliance) |
| Provincial Life Credits: | 30 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 18 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 30 credits (28 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 27 credits (including 4 Ethics) |
| MFDA Credits: | 25 credits (10 Business Conduct – Non Ethics, 15 Professional Development) |
| General Credits: | 13 credits (BC, AB, SK, MB, ON) |
| Adjuster Credits: | 3 credits (AB) |
| 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 the 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.
| 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. It presents information, insights, and ideas to help you recognize a problem and understand what you can do.
Here’s what you need to know and how to prepare for potentially rocky days ahead.
- Learn to recognize developing financial and mental incapacity in clients;
- Find a strategy for action;
- Address your responsibilities with information, insights, and ideas.
| 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) |
Income protection is a fundamental reason for life insurance and disability insurance.
You will be doing both sides of the equation in this course: a product review including reviewing options for self-insuring and the emergency fund. Then, the other side of the equation for successful sales: knowing the client, ensuring suitability, and how to apply standards of conduct.
This course delivers content and context. You can count on it to develop your critical thinking on the subject of income needs for life.
- 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.
| 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.
| 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.
| 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 (AB) |
Make clients, colleagues, and managers happy to work with you. Increase managerial and client satisfaction by turning conflict into collaboration. This Course shows you how.
Learn:
- How conflicts begin and how to manage them to a satisfactory solution;
- To recognize your personal style and those around you: are you competitive? An avoider? A compromiser?
- How to get to the bottom of a problem before it becomes a deal-breaker;
- The importance of win-win negotiation.
Includes a win-win negotiation preparation worksheet!
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