| ICS Life Credits: | 15 credits (including 3 Ethics) |
| Provincial A&S Credits: | 8 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 15 credits (12 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 15 credits (including 1 Ethics) |
| ID CE Credits: | 12 credits (Professional Development) |
| MFD Credits: | 15 credits (3 Business Conduct – Ethics, 12 Professional Development) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
These courses, for life agents and advisors in Saskatchewan, satisfy the CE guidelines set by the Insurance Councils of Saskatchewan (ICS), including the Ethics requirement for 3 ethics credits per five years of licensing. But these courses are more than just credits: they are a great learning opportunity for new ideas and information.
You’ll receive an immediate regulator-approved Certificate upon completion of each course.
| 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 |
| ID CE Credits: | 5 credits (Professional Development) |
| MFD Credits: | 5 credits (Professional Development) |
Among the many factors to consider in an insurance transaction are those that will result in a policy that will be suitable for clients and fulfill their needs. This course paves the way to making the right choices to attain the right outcomes.
- Develop a wide-ranging understanding of your role in making insurance right for the clients you have and prospects you encounter;
- Focus on needs-based selling to sell the right insurance, in the right amount, at the right cost;
- Make your sales process serve the client by eliminating conflict of interest and by following ethical imperatives.
You will develop a wide-ranging understanding of your role in making insurance right for the clients you have and prospects you encounter. Complete this course now to gain selling confidence and proficiency.
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (2 Professional Responsibility, 1 Financial Planning) |
| Institute Members: | 3 credits (includes 1 Ethics) |
| MFD Credits: | 3 credits (Business Conduct – Ethics) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Adjuster Credits: | 3 credits (AB) |
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.
Informative and stimulating, Professional Responsibility and Seniors provides you with important information to use in building and sustaining a relationship with your senior clients.
- Review the standards of ethics that apply to senior clients;
- Learn about the challenges seniors present;
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
| ID CE Credits: | 7 credits (Professional Development) |
| MFD Credits: | 7 credits (Professional Development) |
Retirement Decumulation focusses on the subjects of accumulation (saving for retirement) and decumulation (spending in retirement). Decumulation may be a buzz word but it is a very serious subject that describes the deterioration of retirement savings. This course addresses the contentious issues of how much needs to be saved and how retirement income is created for spending — or saving — purposes.
- Start with a review of the accumulation process and the necessity to know the client and plan for decumulation;
- Continue with a review of the factors that impact retirement;
- Conclude with a review of how to create the individual retirement pay-cheque within limitations and constraints.
From having a second look at savings strategies through to D-Day (Decumulation Day), find ideas to create a retirement paycheque for your client.
$174.95
$174.95