THE 30-CREDIT CIM® QUICK PICK PACKAGE

$319.99Add to cart

Make this one quick pick and be on the road to total CE credits for your CIM® designation.

CIM® Credits: 10 credits (Compliance); 20 credits (Professional Development)
IIROC Credits: 10 credits (Compliance); 20 credits (Professional Development)
CFP® Certificants: 30 credits (28 Financial Planning, 2 Professional Responsibility)
Life Insurance: 30 credits for AIC (AB), ICBC (BC), ICS (SK), ICM (MB), and FSRA (ON)
PFP®: 30 credits
CPA®: 30 CPD hours
QAFP® Professionals: 30 credits (28 Financial Planning, 2 Professional Responsibility)

This comprehensive package includes these courses:

This comprehensive compliance and professional development credits package includes these courses:

• Anti-Money Laundering
• The Art and Science of Suitability
• Complaint Handling and Avoidance
• The Financial Planning Mistakes of Clients (and how to fix them)
• Know Your Client: Its Challenges and Rewards
• A Surviving Spouse: Insurance Considerations and Financial Plans
• Why Ethics Matter

Details on these courses are provided below.

Anti-Money Laundering

  • Review how money laundering is accomplished, and how it is stopped;
  • Understand, in order to implement, the elements of a compliance program;
  • Gain an up-to-date understanding of know-your-client directives, reporting and record-keeping requirements.

The Art and Science of Suitability

  • 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.

Complaint Handling and Avoidance

  • 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 MFDA and IIROC complaint hearings;
  • Gain vital knowledge on how to avoid a complaint in addition to how resolution can be brought about.

The Financial Planning Mistakes of Clients (and how to fix them)

  • Covers eight common mistakes clients make, and the loss of opportunities that result from their errors;
  • Head off the inevitable crash landings that arise from arrogance and misperceptions;
  • Help clients to get on the right track, stay there, and reap the rewards.

Know Your Client: Its Challenges and Rewards

  • Addresses the new client-focussed reforms as they apply to know your client requirements;
  • Reviews what comprises essential facts and their relevance;
  • Illustrates the relationship between KYC and suitability;
  • Check your decisions with a blueprint for action.

A Surviving Spouse: Insurance Considerations and Financial Plans

  • Covers a broad range of insurance and investment matters relevant to a surviving spouse’s changed circumstances;
  • Equips you to plan ahead for both spouses and the survivor’s needs alone;
  • Adds to your perspective about retirement planning while delivering lots of can-do ideas.

Why Ethics Matter

  • Understand the reasons ethics are essential personally and professionally;
  • Read case studies that illustrate ethical lapses;
  • Discover how to become a more ethical person and the steps to ethical decisions;
  • Develop a personal code of ethics to practice and live by.

Or, go to the C’Life Catalogue and use your 20% coupon code: SeeWhy20

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$319.99

$319.99