(Six courses provided by email as files to save or print off.)
Provincial Life Credits: 16 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 16 credits in BC, AB, SK, MB, ON
Quebec Credits: CSF: 16 PDUs (1 General Subject, 9 Insurance of Persons, 6 Compliance); IQPF: 15 PDUs (9 SFPA, 6 SC)
CFP® Professionals: 16 credits (15 Financial Planning, 1 Professional Responsibility)
Institute Credits: 16
CECAP: 12.75 (4 Compliance, 8.75 Professional Development)
CECAP accredits programs that meet the CE requirements set by IIROC. This is a package that provides six individual courses. They are all CECAP accredited for Cycle 6, which ends December 31, 2017. Each course is also accredited by other regulators; Certificates issued on course completion show each category in which credits have been earned. Financial advisors save significant time and expense by taking these courses and applying the full number of credits of each single course against their across-the-board CE requirements.
Basic Concepts of Canadian Life Insurance
Basic Concepts of Canadian Life Insurance is a course that focuses on life insurance:
- Terms as they relate to policy types, policy benefits, and policy provisions;
- Requirements for disclosure (particularly important with the introduction of CRM2 for securities).
Be a Better Advisor This Year
This course provides simple steps you can take to be better at your job starting today. You get practical customer-focused ideas that you can immediately use to benefit prospects, clients, and your bottom line.
Learn to understand and anticipate client needs for insurance and investment products.
The Financial Snapshot: Foundations of Insurance Planning
A financial snapshot is an overview of client financial information that gives the agent-advisor essential information to build recommendations and advice.
Mastering the Life Insurance Sales Process
Provincial regulators are taking note. Advisor sales practices must comply with needs’ assessment and requirements for product recommendations. Includes a Financial Checklist that provides vital documentation for the client file!
Privacy Practices for the Financial Services
It’s time to learn more about privacy than PIPEDA. Privacy issues affect many of your activities and those of your employees. Interesting to read and vastly informative, Privacy Practices for the Financial Services should be on your desk today.
Red Flags of Unethical Conduct: Case Studies Laid Open for Learning
Egalement disponible en francais.
This course is not another lecture on what it means to be ethical. We assume you know its importance. Red Flags of Unethical Conduct provides thought-provoking ethical situations in which advisors must make hard choices and suggests how ethical guidelines can help decision-making.