THE 15-CREDIT CLU® QUICK PICK

$134.99Add to cart

These courses are designed for Advocis members because they are pre-approved by the Institute. You also earn your mandatory ethics credits.

 

Institute Members: 15 credits (including 4 Ethics)
Provincial Life Credits: 15 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 15 credits (Financial Planning)
IIROC: n.a.
MFDA: n.a.
You will receive:

• Coping with the Difficult Client
• Financial Planning for Life: Getting the Financial House in Order
• Principles of Good Conduct: Expectations for Life Agents, Insurers, and Intermediaries
Details on these courses are provided below.

Coping with the Difficult Client

  • Prepare for unreasonable, demanding and unpredictable client behaviour;
  • Learn anger management skills;
  • Find out how to deliver bad news, and the sad consequences of disappointment;
  • Prevent unpleasant interactions and reduce your stress level.

Financial Planning for Life: Getting the Financial House in Order

  • Build a sound financial house for clients of all ages with financial basics you can share;
  • Understand how a will and insurance protects assets and beneficiaries so that you can equip your clients with vital financial know-how;
  • Explore general issues of financial preparedness;
  • Use the comprehensive information to support and grow your client base

Principles of Good Conduct: Expectations for Life Agents, Insurers, and Intermediaries

  • Read up on and learn expectations for the new guidance for conduct;
  • Receive a checklist of good practices for your practice;
  • Discover how to implement win-win behavioural principles.

Adds to your perspective about retirement planning while delivering lots of can-do ideas

Or, go to the C’Life Catalogue and use your 20% coupon code: SeeWhy20

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$134.99

$134.99