20 Hour CPD Package For CPAs

CPD Hours: 20 hours
Provincial Life Credits: 20 credits (BC, AB, SK, MB, ON)
CFP® Certificants 11 credits (Financial Planning)
The courses in this package deliver verifiable CPD hours in addition to credits in the other categories shown above. You receive CPD at a fraction of the cost typically charged to CPAs with learning that is relevant to your work and professional responsibilities.

All C’Life courses in our catalogue provide verifiable CPD hours. This package is assembled for your convenience but any other package can be completed with confidence in the CPD hours you receive.

Segregated Fund Investing
Provincial Life Credits: 5 credits (BC, SK, MB, ON; AB: 4.75)
CFP® Certificants: 5 credits (Financial Planning)
Filled with key advising points, this course can help you and your clients to become converts to seg funds. Review the many benefits to segregated fund investing: show the advantages of guarantees, resets, beneficiary designations, and probate bypass. There is enormous market potential thanks to the increasing senior population. Add the benefits and the market together, and you’ll come out a winner!

This course ramps up your seg fund know-how in an easy-to-read style that is free from manufacturers’ claims. Get excited about seg funds as a win-win investment opportunity.

  • Employ the built-in benefits of a segregated fund policy with your clients to show how to limit loss and enhance gains;
  • Link the advantages of seg funds to client needs for guarantees, probate bypass, and beneficiary designations;
  • Ramp up your know-how on key points of advice.
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)
CFP® Certificant: 5 credits (Financial Planning)
Institute Members: 5 credits (inc. 1 Ethics)
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.
Taking Care of Business
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)
Institute Members: 7 credits
ID CE Credits: 7 credits (Professional Development)
MFD Credits: 7 credits (Professional Development)

Look around: there are small business owners everywhere. Your coffee shop, hair dresser, restaurants, car dealers, computer shops, florist, butcher, baker, and candlestick 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.

$249.95

$249.95