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Receive Life credits AND A&S credits AND CFP credits with this package of courses for 2024; complete the courses easily before your June 30 deadline.
| Provincial Life Credits: | 15 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 15 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 15 credits (Financial Planning) |
| Institute Members: | 15 credits (includes 4 Ethics) |
| IIROC Credits: | 10 credits (Professional Development) |
| MFDA Credits: | 10 credits (Professional Development) |
| General Credits: | 10 credits (BC, AB, SK, MB, ON) |
Facilitate your service to clients with::
• Elder Abuse and the Financial Exploitation of Seniors
• The Good of Insurance: Sounding Off on Insurance Benefits
• Making the Right Choices for Insurance
• The Principle of Fairness: Applied Ethics for Financial Advisors
Details on these courses are provided below.
Elder Abuse and the Financial Exploitation of Seniors
| 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 (includes 2 Ethics) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
- Recognize the causes and signs of elder financial abuse;
- Know your ethical responsibilities towards your client if you suspect abuse;
- Gain the knowledge you need in order to help suspected victims of elder financial abuse.
THE GOOD OF INSURANCE – Sounding Off on Insurance Benefits
| 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 |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
| General Credits: | 5 credits (BC, AB, SK, MB, ON) |
- Delivers a client-focussed list of the unique strengths of insurance;
- Find rewarding ideas you can take to the table to underscore valuable insurance product features;
- Learn the advantageous considerations only insurance provides and delivers.
Making the Right Choices for Insurance
| 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 |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
- 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.
Principle of Fairness: Applied Ethics for Financial Advisors
| Provincial Life Credits: | 2 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 2 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 2 credits (Financial Planning) |
| Institute Members: | 2 credits (includes 2 Ethics) |
| General Credits: | 2 credits (BC, AB, SK, MB, ON) |
- Define how fairness influences your financial advice;
- Study the nine rules on how to be a fair person, and make fairness a practice for your business;
- Reap the benefits of an ethical approach to personal finance.
Or, go to the C’Life Catalogue and use your 20% coupon code: SeeWhy20
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$139.96
$139.96