30 Credit – FSRA Quick Pick

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30 Credit – FSRA Quick Pick

Retail price: $359.75
SeeWhy price: $284.99

Five great courses for your entire FSRA requirement.

Life Insurance: 30 credits for FSRA (ON)
Life Insurance: 30 credits for AIC (AB), ICBC (BC), ICS (SK), and ICM (MB)
Provincial A&S Credits: 18 credits (BC, AB, SK, MB, ON)
IIROC (CECAP) Credits: 4 credits (Compliance)
CIM®: 4 credits (Compliance)
CFP®Certificants: 13 credits (Financial Planning)
PFP®: 20 credits
CPA®: 30 CPD hours
QAFP®Professionals: 13 credits (Financial Planning)
CLU®/CHS/CH.F.C/PFA: 13 credits (The Institute)

The FSRA QUICK PICK includes the following courses:

  • Assets: Their Transition and Taxation
  • Cyber Security: Protecting Client Privacy in Your Practice
  • Elder Abuse and the Financial Exploitation of Seniors
  • FINANCIAL PLANNING FOR LIFE: Getting the Financial House in Order
  • Fundamentals of Canadian Life Insurance

Details on these courses are provided below.

Retail price: $359.75
SeeWhy price: $284.99

FSRA QUICK PICK: Course Details:

Assets: Their Transition and Taxation

  • Learn how probate and income tax must be considered when assets are distributed;
  • Limit the impact of taxation to allow clients to optimize their hard-earned savings;
  • Help to ensure clients savings are retained and passed along according to plan.

Cyber Security: Protecting Client Privacy in Your Practice

  • Learn how cyber security breaches are an increasing threat to the privacy of your client’s information;
  • Improve your understanding of hacker attacks, technical failures, sloppy practices and employee errors;
  • Discover how to reduce or eliminate cybersecurity threats in order to protect client privacy.

Elder Abuse and the Financial Exploitation of Seniors

  • Learn the causes and signs of elder financial abuse;
  • Receive direction about your ethical responsibilities towards your client if you suspect abuse;
  • Gain the knowledge you need in order to help suspected victims.

FINANCIAL PLANNING FOR LIFE: Getting the Financial House in Order

  • Build a sound financial house for your clients from the foundation up with the key information in these pages;
  • Learn how a will and insurance protects assets and beneficiaries;
  • Explore the general issues of financial preparedness;
  • Use the comprehensive information to support and grow your client base.

Fundamentals of Canadian Life Insurance

  • Review policy types, restrictions, benefits and associated products that impact Canadian life insurance;
  • Learn about more advanced topics and new products, such as the ALDA;
  • Sell more confidently with the knowledge to back you up.

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