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Look no further than this package to complete all your IIROC CE requirements for this cycle ending 31/12/25. Start now and use the multiple accreditations to satisfy other CE requirements this year, and perhaps next.
| ID CE Credits: | 30 credits (20 Professional Development, 10 Compliance) |
| Provincial Life Credits: | 30 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 18 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 30 credits (28 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 27 credits |
| MFD Credits: | 13 credits (3 Business Conduct – Non Ethics, 10 Professional Development) |
This comprehensive package includes these courses:
• Barriers to Insurance: Reasons for Underinsurance
• A Big Issue: Your Older and Aging Clients and Their Mental Capacity;
• Financial Planning for Life: Income Replacement;
• The Good of Insurance: Sounding Off on Insurance Benefits;
• Investor Protection Principles;
• Manage and Resolve Conflict.
Details on these courses are provided below.
Barriers to Insurance: Reasons for Underinsurance
- Develops an approach that recognizes and respects the rationale of the prospect/client and their perceived barriers;
- Achieves better plans based on characteristics of the prospect/client;
- Facilitates the progression of uninsured to insured or underinsured to insured;
- Benefits the agent with checklists to test behaviour against standards and expectations.
A Big Issue: Your Older and Aging Clients and Their Mental Capacity
A Big Issue addresses dementia and Alzheimer’s disease in the context of mental and financial capacity. It presents information, insights, and ideas to help you recognize a problem and understand what you can do.
Here’s what you need to know and how to prepare for potentially rocky days ahead.
- Learn to recognize developing financial and mental incapacity in clients;
- Find a strategy for action;
- Address your responsibilities with information, insights, and ideas.
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.
Financial Planning for Life: Income Replacement
- Prepare a client for income replacement with knowledge of product options for self-insuring and emergency funds;
- Turn an approach into a successful sale by knowing the client and ensuring suitability;
- Apply standards of conduct to the sales process.
The Good of Insurance: Sounding Off on Insurance Benefits
When you complete this course, you will have:
- A client-focussed list of the unique strengths of insurance;
- Rewarding ideas you can take to the table to underscore valuable insurance product features;
- The advantageous considerations only insurance provides and delivers.
Investor Protection Principles
This course delves into key principles of investor protection with details about:
- The trusted contact person requirement;
- The appropriate assessment of client risk;
- Elimination of conflict of interest;
- Market integrity;
- The proper handling of complaints.
These subjects equip you with the knowledge to perform ethically and to the highest standard.
Manage and Resolve Conflict
Learn:
- How conflicts begin and how to manage them to a satisfactory solution;
- To recognize your personal style and those around you: are you competitive? An avoider? A compromiser?
- How to get to the bottom of a problem before it becomes a deal-breaker;
- The importance of win-win negotiation.
Includes a win-win negotiation preparation worksheet!
Go to the C’Life Catalogue and use your 20% coupon code: SeeWhy20
$299.99
$299.99