| Provincial Life Credits: | 10 credits |
| Provincial A&S Credits: | 10 credits |
| FP Canada: | 10 credits (Financial Planning) |
| Institute Members: | 10 credits |
| ID CE Credits: | 10 credits (Professional Development) |
| MFD CE Credits: | 10 credits (Professional Development) |
| General Credits: | 10 credits (BC,AB) |
This package can be used by advisors in any province needing 10 credits. For those in Alberta, these 10 can top-up other credits to ensure the total of 15 Life + A&S credits is earned by 30/06/26.
Need 15 credits in each of Life and A&S? — please see the 15-Credit Alberta Dynamic Duo (Life + A&S Courses) Package in this catalogue.
Here are two excellent, on-trend courses to help you achieve your professional goals and ambitions.
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 (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) |
| 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.
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.
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