| Provincial Life Credits: | 15 credits (BC, AB, SK, MB, ON) |
| A&S Credits: | 7 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 15 credits (13 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 8 credits (includes 2 Ethics) |
| ID CE Credits: | 8 credits (5 Professional Development, 3 Compliance) |
| MFD Credits: | 15 credits (12 Professional Development, 3 Business Conduct – Non-Ethics) |
C’Life is an Insurance Council of BC Accredited Course Provider!
Get 15 Life credits to use for the ICBC CE cycle ending 31/05/25.
You receive:
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificant: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
| ID CE Credits: | 5 credits (Professional Development) |
| MFD Credits: | 5 credits (Business Conduct – Non-Ethics) |
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.
| Provincial 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) |
| MFD Credits: | 7 credits (Professional Development) |
Essentials of Canadian Insurance compiles insurance need-to-know terms and concepts into a valuable reference. Eliminates time spent searching and provides comprehensive factual information on a wide array of everyday, need-to-know subjects.
What’s in it for you?
- Improve knowledge of insurance terms and facts without getting bogged down in detail;
- Recall industry provisions and particulars for application with client needs;
- Compare features and benefits quickly and easily.
These snapshots of terms, phrases, and policy particulars are exactly what you need to have on hand for quick review and relevance to client needs. You get the benefits and so do the folks in your business who can ramp up their knowledge and proficiency.
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (1 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 3 credits (includes 2 Ethics) |
| ID CE Credits: | 3 credits (Compliance) |
| MFD Credits: | 3 credits (Business Conduct – Non-Ethics) |
Here is a course focussed on what actions comprise conflict of interest (COI) for investment advisors and insurance agents, how they can be managed and mitigated, and the personal development efforts you can undertake to help defeat COI from arising.
You will complete this course with:
- Constructive ideas to implement to avoid COI in your behaviour;
- Important insight on how COI develops and how it can be mitigated personally and professionally;
- Answers to some of the big issues about COI and its insidious effects on advice and professional conduct;
- Valuable case studies to illustrate COI and its outcome.
Make elimination of conflict of interest your objective; read Conflicts of Interest now.
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