7 Credits: The Seminar Alternative #1 Package (Credits = a one-day seminar)

Provincial Life Credits: 8 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 8 credits
Institute Members: 9 credits (including 1 Ethics)
ID CE Credits: 7 credits (Professional Development)
MFD Credits: 7 credits (Professional Development)

Save the time and aggravation of seminar attendance—with immediate Certificates. Efficiently acquire your credits with:

The Art and Science of Suitability
Provincial Life Credits: 5 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 5 credits (Financial Planning)
Institute Members: 5 credits (including 1 Ethics)
ID CE Credits: 5 credits (Professional Development)
MFD Credits: 5 credits (Professional Development)
Creating suitability between client and product is a challenge with which you are confronted and a means by which you prove your mettle. Whether the product you recommend and provide is insurance or investment, expectations are set for you to do the job objectively, correctly and capably.

Learn expectations and requirements for suitability and how to achieve this lofty goal:

  • Optimize suitability for insurance and investment products;
  • Implement a holistic approach that looks at total needs, situations, weaknesses, and strengths of the individual with the products and services available to the individual;
  • Understand how priorities affect decisions;
  • Execute the suitability checklist.
Practical Client Risk Analysis
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.

This course delivers on risk fundamentals by covering:

  • 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.

If you have client-facing responsibilities for investments or insurance, you will come away from this course with a new appreciation for the depth and breadth of risk management.

$94.95

$94.95