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The continuing education (CE) requirement for life agents regulated by the Financial Services Regulatory Authority (FSRA), previously the Financial Services Commission of Ontario (FSCO), requires 30 hours of CE every two years. CE courses are not approved, recommended, or endorsed by FSRA. However, the Alberta Insurance Council (AIC) accredits courses for life agents. The courses in this package have all met with the approval of AIC for life agents and others, as noted above. This provides assurance of their acceptance in the event of a FSRA audit.
Your Certificate may display more, never less, credits than shown above. This is due to the continuing recertification of courses.
| Provincial Life Credits: | 30 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 19 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 30 credits (Financial Planning) |
| CPA PDUs: | 30 PDUs |
| Institute Members: | 23 credits |
| ID CE Credits: | 23 credits (Professional Development) |
| MFD Credits: | 30 credits (Professional Development) |
Facilitate your service to clients with::
• Essentials of Canadian Insurance
• The Fun of Funds: Consideration of the Positive Features of Mutual Funds and Segregated Funds
• The Good of Insurance: Sounding Off on Insurance Benefits
• Insurance Needs of Newcomers to Canada
• Retirement Decumulation: When, How Much and What to Do
Details on these courses are provided below.
Essentials of Canadian Insurance
| 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) |
- 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.
THE FUN OF FUNDS: Consideration of the Positive Features of Mutual Funds and Segregated Funds
| Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 4 credits (Financial Planning) |
| Institute Members: | 4 credits |
| ID CE Credits: | 4 credits (Professional Development) |
| MFD Credits: | 4 credits (Professional Development) |
- Review the characteristics, features, benefits, and advantages of funds and fund investing;
- Receive insight into how funds can be used to champion a cause, interest, or belief through socially responsible investing;
- Learn the ways of tailoring a fund to the aptitude and needs of the investor;
- Analyze the potential of funds for managing risk.
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 (AB, SK, MB, ON) |
| CFP® Certificants: | 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) |
- 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.
Insurance Needs of Newcomers to Canada
| 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) |
| Institute Members:: | 7 credits |
| ID CE Credits: | 7 credits (Professional Development) |
| MFD Credits: | 7 credits (Professional Development) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
- Introduce the strengths of insurance products needed by newcomers;
- Help the newcomer-client recognize the benefits of insurance for risk management;
- Develop expertise in the newcomer market by addressing the particular circumstances of newcomers.
Retirement Decumulation – When, How Much, and What to Do
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| ID CE Credits: | 7 credits (Professional Development) |
| MFD Credits: | 7 credits (Professional Development) |
- Start with a review of the accumulation process and the necessity to know the client and plan for decumulation;
- Continue with a review of the factors that impact retirement;
- Conclude with a review of how to create the individual retirement pay-cheque within limitations and constraints.
This is a smart and efficient way of completing your CE credits — and receiving immediate regulator-approved Certificates.
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$299.96
$299.96