Coping With the Difficult Client

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)
MFD Credits:	5 credits (Business Conduct: Non-ethics)

There are many, many behavioural management ideas in this informative and useful course. You’ll find it valuable for both coping with those who are difficult and learning how to prevent unpleasant interactions from ever developing. Your level of stress can be significantly lessened with the perspective this course delivers. It’s a winner in your stable of people management skills.

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.

$79.95

Cyber Security: Protecting Client Privacy in Your Practice

Provincial Life Credits:	3 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits:	3 credits (AB, SK, MB, ON)
FP Canada Credits:	3 credits (Financial Planning)
Institute Members:	3 credits (inc. 1 Ethics)
MFD CE Credits:	3 credits (Professional Development)
General Credits:	3 credits (BC, AB, SK, MB, ON)

Cyber incidents are increasing as a result of hacker attacks, technical failures, sloppy practices, and employee error. The question facing individuals like you and organizations today is not if you will suffer a cyberattack but when. The threats from a cyberattack are largely underestimated by businesses because the threats are not always well understood. This course will make clear the threats you face and exactly what to do to reduce or eliminate those threats.

Learn how cyber security breaches are an increasing threat to the privacy of your client’s information;
Improve your understanding of hacker attacks, technical failures, sloppy practices and employee errors;
Discover how to reduce or eliminate cybersecurity threats in order to protect client privacy.

Cyber Security: Protecting Client Privacy in Your Practice

$49.95

Focus on Retirement Risks

Provincial Life Credits:	7 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits:	5.5 credits (AB, SK, MB, ON)
FP Canada Credits:	7 credits (General)

Retirees face a unique set of risks due to age and circumstances. Their income can be affected by their lifespan, inflation, divorce, declining cognitive ability, overspending, the sequence of returns, and all those unexpected costs that arise and must be paid.

We explore these risks — giving you background and analysis — and go on to provide useful risk management ideas and strategies. You will find hard facts on the safe withdrawal rate for savings. You’ll learn shock therapy for the over-spender. And, you may learn some surprising information about the cost of healthcare for Canadians.

This course delivers a wealth of meaningful and practical ideas and solutions for safeguarding retirement income.

Prepare to tackle seven significant threats to retirees and their income;
Explore these risks and learn useful risk management ideas and strategies;
Benefit from a wealth of meaningful and actionable ideas.

$89.95

SETTING THE MORAL COMPASS: Professional Responsibility for Financial Advisors

Provincial Life Credits:	5 credits (BC, AB, MB, ON)
Provincial A&S Credits:	5 credits (BC, AB, SK, MB, ON)
FP Canada Credits:	5 credits (Financial Planning)

Here is your game plan to achieve the highest standards of professional responsibility. The content of this course is organized around your requirements for knowledge; knowledge of the standards of conduct that apply to your job; knowledge of your client; knowledge of how to attain suitability; knowledge of the necessity of disclosure; and, knowledge of conflict of interest.

Set your moral compass in the direction of professional responsibility through knowing your client, ensuring suitability, fulfilling disclosure, and putting client interests first;
Meet regulator expectations as expressed in client-focussed reforms;
Explore short case studies that illustrate concepts and help understanding.

Reading this course for continuing education credits is one step. Making ongoing reference to the content when confronted with difficult decisions is going to show you a way forward.

$79.95

Taking Care of Business: Insurance Needs of Business Owners

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)

Look around: there are small business owners everywhere. Your coffee shop, hair dresser, restaurants, car dealers, computer shops, florist, butcher, baker, and craft beer maker. These owners are invested in their business. If they only knew how insurance protects their investment.

You can illustrate the protection offered by insurance with answers to questions that may be as fundamental as the necessity of insurance — and as complex as the models of shareowner buy-outs. This course shows how.

Learn how to protect the personal and corporate interests of business owners with appropriate insurance coverage;
Get top tips for an exit strategy;
Build your expertise and confidence in order to excel in the business insurance market.

$89.95

Women – Their Financial and Insurance Needs

Provincial Life Credits:	7 credits (BC, AB, SK, MB, ON)
FP Canada Credits:	7 credits (General)

Single women — whether with dependents, separated or divorced, or widowed — have many special characteristics that relate to their financial planning and insurance needs. You will learn what those characteristics are and how you need to work within their limitations.

This course offers insight to both male and female advisors about the financial challenges facing single women. You will develop a better understanding of, and compassion for, women and their specific financial needs.

Recognize the special characteristics of women that relate to their financial planning and insurance needs;
Gain insight into challenges women face, such as lower incomes and longer lifespans;
Help women create a suitable and stable financial life.

Women – Their Financial and Insurance Needs

$89.95