15 Credits: THE 15-CREDIT LIFE INSURANCE QUICK PICK

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Receive Life credits AND A&S credits AND CFP credits with this package of courses for 2024; complete the courses easily before your June 30 deadline.

Provincial Life Credits: 15 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 15 credits (AB, SK, MB, ON)
CFP® Certificants: 15 credits (Financial Planning)
Institute Members: 15 credits (includes 4 Ethics)
IIROC Credits: 10 credits (Professional Development)
MFDA Credits: 10 credits (Professional Development)
General Credits: 10 credits (BC, AB, SK, MB, ON)

Facilitate your service to clients with::

• Elder Abuse and the Financial Exploitation of Seniors
• The Good of Insurance: Sounding Off on Insurance Benefits
• Making the Right Choices for Insurance
• The Principle of Fairness: Applied Ethics for Financial Advisors

Details on these courses are provided below.

Elder Abuse and the Financial Exploitation of Seniors

Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 3 credits (AB, SK, MB, ON)
CFP® Certificants: 3 credits (Financial Planning)
Institute Members: 3 credits (includes 2 Ethics)
General Credits: 3 credits (BC, AB, SK, MB, ON)
  • Recognize the causes and signs of elder financial abuse;
  • Know your ethical responsibilities towards your client if you suspect abuse;
  • Gain the knowledge you need in order to help suspected victims of elder financial abuse.

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
IIROC Credits: 5 credits (Professional Development)
MFDA Credits: 5 credits (Professional Development)
General Credits: 5 credits (BC, AB, SK, MB, ON)
  • Delivers a client-focussed list of the unique strengths of insurance;
  • Find rewarding ideas you can take to the table to underscore valuable insurance product features;
  • Learn the advantageous considerations only insurance provides and delivers.

Making the Right Choices for Insurance

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
IIROC Credits: 5 credits (Professional Development)
MFDA Credits: 5 credits (Professional Development)
  • Develop a wide-ranging understanding of your role in making insurance right for the clients you have and prospects you encounter;
  • Focus on needs-based selling to sell the right insurance, in the right amount, at the right cost;
  • Make your sales process serve the client by eliminating conflict of interest and by following ethical imperatives.

Principle of Fairness: Applied Ethics for Financial Advisors

Provincial Life Credits: 2 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 2 credits (AB, SK, MB, ON)
CFP® Certificants: 2 credits (Financial Planning)
Institute Members: 2 credits (includes 2 Ethics)
General Credits: 2 credits (BC, AB, SK, MB, ON)
  • Define how fairness influences your financial advice;
  • Study the nine rules on how to be a fair person, and make fairness a practice for your business;
  • Reap the benefits of an ethical approach to personal finance.

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

Sale!

$139.96

$139.96

The C’Life website has changed.

Please read this to know how your courses are now provided and how to get your Certificates:
  1. Add your package to cart with the button on this page.

  2. First visit to the new C’Life website?Create an Account using the Create Account button on the navigation bar. Return to the cart.

  3. Complete payment. Login.

  4. Previous visitor to the new C’Life website? Go to the cart.

  5. Complete payment.

  6. Your course(s) and test(s) will be in your Account.

  7. Pass your test; download your Certificate. Certificates will continue to be available in your Account.

  Need help? Email niles@clifece.ca or call 905-731-464 with any questions.