15 Credits: The Alberta Dynamic Duo (Life +A&S) Package

Alberta Life Credits: 15 credits
Alberta A&S Credits: 15 credits
CFP® Certificants: 15 credits (Financial Planning)
Institute Members: 15 credits (including 4 Ethics)
ID CE Credits: 10 credits (Professional Development)
MFD Credits: 10 credits (Professional Development)
General Credits: 10 credits (BC, AB, SK, MB, ON)

Why Dynamic Duo? Get both 15 Life AND 15 A&S credits for the AIC CE cycle ending 30/06/25. Plus, you receive all the other credits listed above!

If you need only 10 credits, please see the 10-Credit Alberta Life + A&S Special Package in this catalogue.

This package delivers three courses that contribute new ideas and valuable solutions to your practice:

Complaint Handling and Avoidance
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 (inc. 1 Ethics)

Learn the rules and the mitigation measures to prevent complaints. Find out what to expect if a complaint is lodged, and your role in the investigation process. Read extensive case studies in each of insurance, FP Canada, the MFD (formally MFDA) and ID (formally IIROC) complaint hearings. And, see where ombudservices step up, and when the legal remedy applies.

  • Learn what happens when a complaint is filed, and mitigation measures to prevent complaints;
  • Find out what to expect if a complaint is made about you, and your role in the investigation process;
  • Read extensive case studies in each of insurance, FP Canada, the MFD and ID (formally IIROC) complaint hearings;
  • Gain vital knowledge on how to avoid a complaint in addition to how resolution can be brought about.
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)
CFP® Certificants: 3 credits (Financial Planning)
Institute Members: 3 credits (inc. 1 Ethics)
MFD 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.
Essentials of Canadian Insurance
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)
MFD Credits: 7 credits (Professional Development)

Essentials of Canadian Insurance compiles insurance need-to-know terms and concepts into a valuable reference. Eliminates time spent searching and provides comprehensive factual information on a wide array of everyday, need-to-know subjects.

What’s in it for you?

  • Improve knowledge of insurance terms and facts without getting bogged down in detail;
  • Recall industry provisions and particulars for application with client needs;
  • Compare features and benefits quickly and easily.

These snapshots of terms, phrases, and policy particulars are exactly what you need to have on hand for quick review and relevance to client needs. You get the benefits and so do the folks in your business who can ramp up their knowledge and proficiency.

$174.95

$174.95