CFP® Certificants: | 25 credits (23 Financial Planning, 2 Professional Responsibility) |
Provincial Life Credits: | 25 credits (BC, AB, SK, MB, ON) |
Provincial A&S Credits: | 14 credits (AB, SK, MB, ON) |
Institute Members: | 26 credits (including 2 Ethics) |
IIROC Credits: | 17 credits (3 Compliance, 14 Professional Development) |
MFDA Credits: | 24 credits (10 Business Conduct Non-ethics, 14 Professional Development) |
General Credits: | 14 credits (BC, AB, SK, MB, ON) |
New approved courses for 2024 designed for your FP-Canada CFP requirements without any course duplication from 2022 or 2023. Does Option A or Option B suit you best?
Here’s one of your two best CE credit solutions for 2024:
Provincial Life Credits: | 5 credits (BC, 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) |
- Develops an approach that recognizes and respects the rationale of the prospect/client and their perceived barriers;
- Achieves better plans based on characteristics of the prospect/client;
- Facilitates the progression of uninsured to insured or underinsured to insured;
- Benefits the agent with checklists to test behaviour against standards and expectations.
Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
CFP® Certificants: | 3 credits (1 Financial Planning, 2 Professional Responsibility) |
Institute Members: | 3 credits (2 Ethics) |
IIROC Credits: | 3 credits (Compliance) |
MFDA Credits: | 3 credits (Business Conduct – Non-Ethics) |
- Integrate client best-interest principles into practice and solidify your client relationships.
- Make clients a priority and confirm your professional responsibility.
- Enhance personal integrity.
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 |
MFDA Credits: | 7 credits (Business Conduct Non-ethics) |
General Credits: | 7 credits (BC, AB, SK, MB, ON) |
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.
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 |
IIROC Credits: | 7 credits (Professional Development) |
MFDA 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.
Make the right offer…make the offer right: on conclusion of Insurance Needs of Newcomers to Canada, you will have new insight into the situation of newcomers and what you can prescribe to create a successful insurance transaction.
Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
CFP® Certificants: | 3 credits (Financial Planning) |
Institute Members: | 4 credits |
IIROC Credits: | 2 credits (Professional Development) |
MFDA Credits: | 2 credits (Professional Development) |
If you have client-facing responsibilities for investments or insurance, you will come away from this course with a new appreciation for the role of risk and its repercussions.
- The role of disclosure to risk;
- The three measurements in a risk profile: tolerance, capacity, and need;
- The dilemma of applying risk assessment to decision-making.
$299.95
$299.95