THE 15-CREDIT CLU® QUICK PICK
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Chartered Life Underwriters (CLUs) require a minimum of 30 continuing education (CE) credits each calendar year, two credits of which must be from a recognized Ethics program. A minimum of 15 CE credits must be accredited by The Institute. CLUs can complete this package confident they have met Institute requirements since all courses have been Institute-accredited.
| CLU® Credits (Institute): | 30 credits (including 2 Ethics) |
| Provincial Life Credits: | 30 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 16 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 30 credits (Financial Planning) |
| ID Credits: | 21 credits (Professional Development) |
| MFD CE credits: | 21 credits (14 Professional Development, 7 Business Conduct – Non-Ethics) |
These are the courses in this package:
Ethics for Institute Members
- Arrive at the best ethical outcomes for clients through your actions and decisions;
- Understand your ethical obligations, particularly for seniors;
- Find an appreciation for how ethics benefits you and your clients.
Good Business: Lessons for Success
- 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.
Insurance Needs of Newcomers to Canada
- 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.
- Build an estate plan properly — based on the value of assets in the estate and how they can be transitioned to beneficiaries;
- Understand where, when, and how taxes are applied;
- Identify the role and adequacy of insurance;
- Help clients plan now for peace of mind later.
Sudden Wealth: Managing a Windfall from Inheritance, Home Equity, or Business Proceeds
- Learn the ropes for managing the scope, challenges and benefits of sudden wealth;
- Implement strategies for saving, investing, insuring and gifting;
- Explore the details on legal and tax matters.
Adds to your perspective about retirement planning while delivering lots of can-do ideas
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$259.96
$259.96