| 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 (inc. 1 Ethics) |
Learn the rules and the mitigation measures to prevent complaints. Find out what to expect if a complaint is lodged, and your role in the investigation process. Read extensive case studies in each of insurance, FP Canada, the MFD (formally MFDA) and ID (formally IIROC) complaint hearings. And, see where ombudservices step up, and when the legal remedy applies.
By reviewing causes for complaints, this course is an excellent guide to remind you of how to avoid a complaint in addition to how resolution can be brought about.
- Learn what happens when a complaint is filed, and mitigation measures to prevent complaints;
- Find out what to expect if a complaint is made about you, and your role in the investigation process;
- Read extensive case studies in each of insurance, FP Canada, the MFD (formally MFDA) and ID (formally IIROC) complaint hearings;
- Gain vital knowledge on how to avoid a complaint in addition to how resolution can be brought about.
$74.95
$74.95