| Provincial Life Credits: | 15 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 12 credits (AB, SK, MB, ON) |
| FP Canada Credits: | 15 credits (10 General + 5 Financial Planning) |
| Institute Members: | 12 credits |
| MFD Credits: | 5 credits (Professional Development) |
Conveniently complete accredited life credits with this package.
Understand Manage and Stop Complaints
For Life agents, CFP®/QAFP™ professionals, Advocis members, and CIRO advisors
This course takes a proactive position towards complaints. It highlights how presenting clear information about complaints and their management can strengthen customer confidence and assure them of fair treatment. Understand, Manage and Stop Complaints illustrates the background of complaints in the life insurance and financial advisory channels, how they can be avoided, and how they must be dealt with.
On completion, the course-taker will:
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| FP Canada Credits: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits (2 Ethics) |
| CIRO-MFD Credits: | 5 credits (Professional Development) |
| CIRO-ID Credits: | 5 Credits (Professional Development) |
This course takes a proactive position towards complaints. It highlights how presenting clear information about complaints and their management can strengthen customer confidence and assure them of fair treatment. Understand, Manage and Stop Complaints illustrates the background of complaints in the life insurance and financial advisory channels, how they can be avoided, and how they must be dealt with.
On completion, the course-taker will:
- Develop a superior understanding of psychological factors underlying complaints;
- Evaluate client behaviour and its contribution to complaints;
- Prepare the appropriate response to complaints.
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) |
| FP Canada Credits: | 7 credits (General) |
| Institute Members: | 7 credits |
| MFD Credits: | tba |
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.
Why Ethics Matter
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 3 credits (General) |
| MFD Credits: | tba |
What makes ethics important? Ethics matter because they guide the notion of what is right — a concept firmly ensconced in the directive to put client interests first. This directive is broad in scope and challenging to implement. Yet, putting client interest first is now a requirement of the client-focussed reforms adopted by the Canadian Securities Administrators. It cannot be ignored or sidelined.
This course will help you understand what ethics is and the many reasons ethics matter. You will read case studies and many practical applications of ethical principles. Finally, you will wrap up with ideas to develop your own code of ethics for professional success.
This course will help you understand what ethics is and the many reasons ethics matter. You will read case studies and many practical applications of ethical principles. Finally, you will wrap up with ideas to develop your own code of ethics for professional success.
- Understand the reasons ethics are essential personally and professionally;
- Read case studies that illustrate ethical lapses;
- Discover how to become a more ethical professional to watch business growth.
$169.95
$169.95