30 Credit Package: ID (formerly IIROC) Cycle 10 Course Roster

Procrastination, cognitive biases, and agent behaviour can form 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.

Take charge to eliminate the barriers holding back action.

A Big Issue addresses dementia and Alzheimer’s disease in the context of mental and financial capacity. Here's what you need to know and how to prepare for working with a client who may begin experiencing capacity issues. This course delivers on risk fundamentals by covering:

• How will you recognize dementia or Alzheimer’s in your client?;
• How many of your clients may be affected?;
• What else can and will you do - and when?
• Is there a role for insurance?

This is information for a frightening problem that can be experienced professionally and personally.

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.

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.

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.

Freak out or steady as she goes? As you might expect, the manner in which you respond to conflict can establish and cement your reputation. Conflict is impossible to avoid but it can be managed. Further, it’s been shown that if you want to be a star performer, you learn to manage conflict.

• Grow your business and earn a sterling reputation by learning how to manage and resolve conflict;
• Increase managerial and client satisfaction by turning conflict into collaboration.