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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
• 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