| CSF General PDUs: | 12 General |
| CSF Insurance of Persons PDUs: | 11 Insurance of Persons |
| CSF Compliance PDUs: | 10 Compliance |
| Other Provincial Life Credits: | 34 credits (BC, AB, SK, MB, ON) |
| Other Provincial A&S Credits: | 27 credits (AB, SK, MB, ON) |
| FP Canada Credits: | 34 credits (27 General, 5 Financial Planning + 2 Professional Responsibility) |
| Institute Credits: | 27 credits |
| CIRO: MFD Credits: | 34 credits (17 Professional Development, 3 Business Conduct Ethics, 14 Business Conduct Non-ethics) |
| CIRO: ID Credits: | 7 credits (Compliance) |
One Package. 33 Credits. Everything in One Place.
This comprehensive package includes courses with full Chambres accreditation, providing 33 credits in total—more than enough to satisfy your 30-PDU requirement. It is a straightforward way to complete your PDUs while gaining the convenience of having everything organized in one place.
Once you purchase the package, all courses will be available in your account within moments. Start when you are ready, work at your own pace, and return whenever your schedule allows. No need to spend valuable time searching for individual PDUs when the courses you need are already waiting for you.
Think of it as good organization applied to continuing education. You wouldn’t scatter client files throughout the office and then waste time searching for the one you need. You consolidate them so they are readily accessible when required.
The same principle applies to your CE: consolidate your requirements, eliminate the searching, and keep your courses together in one convenient place.
Like your client documentation, this package is complete, current, and organized with the information you need to do your best work. Open it anytime: it is ready when you are.
Your courses in this package are:
For General PDUs:
BE A BETTER ADVISOR THIS YEAR (5)
FINANCIAL FRAUD (7)
For Compliance PDUs:
PROFESSIONAL RESPONSIBILITY AND SENIORS (3)
MEASURES TO PROTECT INVESTORS (7)
For Insurance of Persons:
A BIG ISSUE (5)
GOOD BUSINESS: LESSONS FOR SUCCESS (6)
BE A BETTER ADVISOR THIS YEAR
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| Québec CSF PDU: | 5 General Subjects |
| FP Canada Credits: | 5 credits (General) |
| Institute Members: | 5 credits |
| MFD Credits: | 5 credits (Professional Development) |
If you provide better advice to your customers, will your sales improve?
This course gives you the chance to answer this question. It provides simple steps you can take to be better at your job starting today. You get practical customer-focussed ideas that you can immediately use to benefit prospects, clients, and your bottom line.
- Explore customer-focussed ideas and practices to benefit clients and your bottom line;
- Better understand and anticipate client needs for insurance and investment products;
- Find out how to turn everyday issues into opportunities for service and sales.
FINANCIAL FRAUD: HOW TO PROTECT YOURSELF, YOUR CLIENTS AND YOUR BUSINESS FROM FINANCIAL FRAUD
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| Québec CSF PDU: | 7 General Subjects |
| FP Canada Credits: | 7 credits (General) |
| MFD Credits: | 7 credits (Professional Development) |
| General Credits: | 7 credits |
Financial fraud is widespread, persistent, and can be very expensive to reverse. It finds its victims through the Internet, phone, mail, the person selling a service at your front door, and inadvertently by word-of-mouth in the latest “hot” investment tip from a friend or neighbour. Artificial intelligence is further contributing to impacts and negative outcomes.
Learn what the frauds are, how they can be prevented, and what to do if you, your clients, or your business becomes a victim.
- First, learn to recognize fraud schemes and how they are perpetuated;
- Second, get practical knowledge on how to protect yourself, your clients and your business from fraud.
- Third, discover what to do if you or your clients become a victim of fraud.
PROFESSIONAL RESPONSIBILITY AND SENIORS: ADVISOR GUIDANCE FOR ETHICAL PRACTICE
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| Québec CSF PDU: | 3 Compliance |
| FP Canada Credits: | 3 credits (General) |
| Institute Members: | 3 credits |
| MFD Credits: | 3 credits (Business Conduct Ethics) |
This course has a focus on ethics for the senior client. You’ll read background on the challenges seniors present and thought-provoking case studies centred on seniors. Each case study draws upon FP Canada Principles and Rules to provide guidance for your responsibilities.
- Review the standards of ethics that apply to senior clients;
- Learn about the challenges seniors present;
- Analyze client behaviour to identify specific concerns;
- Identify practice concerns relevant to seniors;
- Assess instances of advisor conduct for evidence of professional responsibility in practice.
MEASURES TO PROTECT INVESTORS
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 7 credits (5 Financial Planning + 2 Professional Responsibility) |
| Québec CSF PDU: | 7 Compliance |
| Institute Members: | 7 credits |
| CIRO-MFD Credits: | 7 credits (Business Conduct Non-ethics) |
| CIRO-ID Credits: | 7 credits (Compliance) |
Confident investors can make great clients. They know industry safeguards are in place to protect their financial interests, despite market activity and volatility. Investor protection is one of those safeguards and a foundational principle of the Canadian investment and insurance sectors. These sectors reinforce their principles with regulation and initiatives designed to put client interest first.
To build and maintain investor confidence in the system and its products, through this course, you can build your knowledge of safeguards such as:
- Remedies for investor complaints;
- Use of titles in the industry;
- CRM3 (total cost reporting)
On conclusion, you will have new confidence in the respect your industry shows for client interest through the measures it has implemented.
A BIG ISSUE: YOUR OLDER AND AGING CLIENTS AND THEIR MENTAL CAPACITY
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| Québec CSF PDU: | 5 Insurance of Persons |
| FP Canada Credits: | 5 credits (General) |
| Institute Members: | 5 credits |
| MFD Credits: | 5 credits (Professional Development) |
A Big Issue addresses dementia and Alzheimer’s disease in the context of mental and financial capacity. Here's what you need to know and how to prepare for working with a client who may begin experiencing capacity issues.
This course delivers on risk fundamentals by covering:
This course delivers on risk fundamentals by covering:
- How will you recognize dementia or Alzheimer’s in your client?;
- How many of your clients may be affected?;
- What else can and will you do - and when?
- Is there a role for insurance?
GOOD BUSINESS: LESSONS FOR SUCCESS
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| Québec CSF PDU: | 6 Insurance of persons |
| FP Canada Credits: | 7 credits (General) |
| Institute Members: | 7 credits |
| MFD Credits: | 7 credits (Business Conduct Non-Ethics) |
This course delivers guidance, insights, and solutions that you can easily implement to benefit you and your clients. Ten easy-to-manage lessons provides you with direction on achieving professionalism in your practice while you serve clients’ needs.
Ideas and theories are buttressed by lots of hands-on practical client information, including how-tos, why-tos, and when-tos.
It is a course you won’t want to miss.
- Link sales with suitability for best client outcomes;
- Learn the importance of setting financial goals across all ages;
- Achieve clarity in virtual and in-person meetings and your writing;
- Measure your behaviour against common ethical standards;
- Implement best practices that pay off.
$349.95
$349.95