| CFP® Certificants: | 25 Credits (23 Financial Planning, 2 Professional Responsibility) |
| Provincial Life Credits: | 25 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 10 credits (AB, SK, MB, ON) |
| Institute Credits: | 23 credits (2 Ethics) |
| ID CE Credits: | 24 credits (17 Professional Development, 7 Compliance) |
| MFD credits: | 21 credits (14 Professional Development, 7 Non-ethics Business Conduct) |
Fulfill your 2025 FP Canada CE requirements with this package of courses while accumulating credits in the other categories shown. Start early in the year and you will find that when deadline rolls around at the end of December that you might be finished for 2025 with Certificates in hand. Nice!
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificant: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
| ID CE Credits: | 5 credits (Professional Development) |
| MFD Credits: | 5 credits (Business Conduct – Non-Ethics) |
Procrastination, cognitive biases, and agent behaviour can form roadblocks to acquiring and maintaining insurance coverage. Learn from these and many other reasons individuals fail to acquire insurance policies — and the information needed by which their position can be reversed. This course delivers all that and:
- Develops an approach that recognizes and respects the rationale of the prospect/client and their perceived barriers;
- Achieves better plans based on characteristics of the prospect/client;
- Facilitates the progression of uninsured to insured or underinsured to insured;
- Benefits the agent with checklists to test behaviour against standards and expectations.
Take charge to eliminate the barriers holding back action.
| 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) |
| 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.
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (5 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 7 credits (including 2 Ethics) |
| ID CE Credits: | 7 credits (Compliance) |
| MFD Credits: | 7 credits (Business Conduct Non-Ethics) |
Investors deserve the best possible conduct and business practices by the participants in the investment industry. Protection of seniors and vulnerable clients is a particularly key priority. This focus does not eliminate the need for remaining investors to also be protected.
This course delves into key principles of investor protection with details about:
- The trusted contact person requirement;
- The appropriate assessment of client risk;
- Elimination of conflict of interest;
- Market integrity;
- The proper handling of complaints.
These subjects equip you with the knowledge to perform ethically and to the highest standard.
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members:: | 4 credits |
| ID CE Credits: | 2 credits (Professional Development) |
| MFD Credits: | 2 credits (Professional Development) |
Risk is synonymous with uncertainty. The risk a person is willing to take is a result of his or her psychology, life experiences, social conventions, intelligence, and age amongst other factors. Where does that put you when you must gather information about the risk characteristics of a person and apply them to a product with its own risk profile? It puts you in a position in which information, analysis, and thought is required to arrive at appropriate answers.
If you have client-facing responsibilities for investments or insurance, you will come away from this course with a new appreciation for the role of risk and its repercussions.
- The role of disclosure to risk;
- The three measurements in a risk profile: tolerance, capacity, and need;
- The dilemma of applying risk assessment to decision-making.
- 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.
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits in (SK, MB, ON, AB) |
| General Insurance Credits: | 3 credits in (BC, SK, MB, ON, AB) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 3 credits (including 2 Ethics) |
| ID CE Credits: | 3 credits (Professional Development) |
| MFD Credits: | 3 credits (Professional Development) |
| General Credits: | 3 credits in (BC, SK, MB, ON, AB) |
Insurance regulators have issued new guidance for conduct with directions and instructions about what to do and how to do it.
This course provides:
- A discussion on fairness and its practice;
- Expectations for conduct;
- Key ideas on how to achieve the conduct expected of you;
- A checklist of good practices;
- How to implement win-win behavioural principles;
- The reasons good conduct matters.
$299.95
$299.95