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OUR COURSES:

On Financial Planning:

 

On Disability

 

On Retirement Planning:

 

On Insurance Planning:

 

On Insurance Products:

 

On Fraud:

 

On Ethics and Business Practices:

 

On Compliance:

 

 


August 2014

Clients are starting to plan their winter travel now. Get the information you need to share with them in Travel Medical Insurance 2014 --- complete 5 A&S CE credits --- and ramp up your sales of travel insurance.


Financial Planning Standards Council Guidelines
We have reviewed the FPSC Continuing Education Guidelines and have estimated the value of all our courses with the Guidelines in mind. We provide the necessary verification of course completion. It is up to the individual CFP® professional to determine whether completion of any course qualifies.

Where leading advisors take credit.

What Our Customers Say

"With my business I am frequently in rural communities and much of my time is spent on the road and, as a result, I miss many of the seminars I would like to attend. This year I found I was behind on my CE credits for the annual licensing renewal so I was pleased that CLIFE had the courses to offer addressing my immediate concern which was time . . .

"I work late hours --- often until early morning on the computer. This was the perfect tool for me to use at such unusual hours. I was able to go online and take the courses on MY time, which was wonderful. I was able to complete the courses necessary in a short period of time. They were very educational and on top of all that they were very inexpensive.

What more can be said but........

  • Professional
  • Educational
  • Inexpensive
  • Convenient

"I recommend CLIFE to everyone!!"

B.W., Financial Advisor

General Inquiries & Contact

Phone: 905-731-4646
Toll Free: 1-855-711-4646
Contact by Email


1595 Sixteenth Avenue
Suite 301
Richmond Hill, Ontario
L4B 3N9

We look forward to your comments, ideas, and suggestions.