15 Credits: THE LIFE/A&S INSURANCE 15-CREDIT QUICK PICK

15 Credits: THE LIFE/A&S INSURANCE 15-CREDIT QUICK PICK

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Get this Quick Pick now and use all the accreditations over the year: Life credits AND A&S credits AND the other credits listed. Courses are easily completed to save you time and meet all your deadlines.

Provincial Life Credits: 15 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 15 credits (AB, SK, MB, ON)
FP Canada Credits: 15 credits (13 Financial Planning + 2 Professional Responsibility)
Institute Members: 15 credits
CIRO: ID CE Credits: tba
CIRO: MFD Credits: 15 credits (Professional Development)
Your easily completed courses for 15 credits are:

THE INSURANCE SIDE OF DUE DILIGENCE AND DISCLOSURE
Provincial Life Credits: 2 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 2 credits (AB, SK, ON)
FP Canada Credits: 2 credits (General)
Institute Members: 2 credits (Ethics)
As a member of the Institute, you have an ethical obligation to the organization, to clients, and to your industry. Your objective is to arrive at the best ethical outcome for actions you take and decisions within your control.

This course helps you determine some of the situations in which ethics plays a role. We begin with a grounding in ethics and then take a closer look at your ethical obligations. We explore some of the biases that can impact ethics, and ensure that you are particularly attuned to ethical challenges in your seniors’ market.

This is, a wide-ranging exploration of ethical issues. The result? Enthusiasm as to how ethics can work for the benefit of you and your clients.
  • Arrive at the best ethical outcomes for clients through your actions and decisions;
  • Understand your ethical obligations, particularly for seniors;
  • Find an appreciation for how ethics benefits you and your clients.
PLANNING FOR LONGEVITY WITH LIFE INSURANCE
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.
UNDERSTAND, MANAGE AND STOP COMPLAINTS
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)
General Credits: 7 credits (BC, AB, SK, MB, ON)
Newcomers to Canada come from many nations and arrive with far-ranging sets of needs. Insurance is a product that protects against risks faced in their new homeland. Discover the many concepts underlying the insurance offer and how to prescribe the exact solution for newcomer requirements.

  • Introduce the strengths of insurance products needed by newcomers;
  • Help the newcomer-client recognize the benefits of insurance for risk management;
  • Develop expertise in the newcomer market by addressing the particular circumstances of newcomers.
Make the right offer…make the offer right: on conclusion of Insurance Needs of Newcomers to Canada, you will have new insight into the situation of newcomers and what you can prescribe to create a successful insurance transaction.
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$139.96

$139.96