THE 30-CREDIT CIM® QUICK PICK PACKAGE

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.

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