Category Archives: CPA

Course Descriptions for CPA catalogue

Taking Action on Money Laundering

(Course provided by email as file to save or print off.)

Provincial Life Credits: 3 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 3 credits in BC, AB, SK, MB, ON

In 2019 FINTRAC introduced new guidance on the issue of how to recognize a suspicious transaction and possible indicators of money laundering and/or terrorist financing activity. This course covers your new requirements so that you will understand when a suspicious transaction report should be submitted. Your reporting is a compliance issue and the right, ethical, thing to do. The intelligence you provide may be the basis for action taken by FINTRAC or other authorities.

Make sure you understand what comprises “suspicion.” Learn other requirements and better understand who is a Politically Exposed Foreign Person in this easy-to-read course.

Price: $39.95

Property Matters: Property, Beneficiaries, Tax, and Life Insurance

(Course provided by email as file to save or print off.)

Provincial Life Credits: 7 credits in BC, AB, SK, MB, ON
CFP® Certificant: 7 credits (Financial Planning)

This course answers the question of “what is going to happen to my assets when I die?” We look at RRSPs, RRIFs, TFSAs, RESPs, mutual funds, the principal and secondary residence, pensions, shares of a small business, and even a collection of stamps. Tax on death for each asset is reviewed and the use of life insurance for value transfer is explored.

You will be able to show your clients how much life insurance they need to fulfill their estate planning goals and how to keep insurance needs in line with increasing tax obligations.

You will also learn the mistakes made in naming beneficiaries, changes to the principal residence exemption, and how to use segregated funds for estate planning.

Property Matters is in-depth information on a subject that touches everyone. It will save you countless hours of research on the issue of beneficiaries and will be a valuable resource in your practice in years to come.

Click Here for More Info…

Price: $79.95

Seminar plus Handouts

Offer a seminar in your community to build business and increase your profile. Take advantage of a ready-made set of powerpoint slides with handouts with this course add-on.

You get:

  • The course with its CE credits.
  • A PowerPoint presentation with 62 slides of content to run a seminar. You can delete slides or change the notes: it’s up to you to own this and make it yours!
  • Four Newsletters in pdf format for clients focusing on ownership issues: use them in your seminar, send them by email, or use them in client meetings. Don’t miss the space at the bottom where you can write in a personal message or your signature!
  • The Asset Inventory Record and Beneficiary Record as a pdf file to hand out in your seminar or in client meetings. This collateral material is copyright-free so you can personalize it to suit you!

All this (the course and the client materials) is available at an introductory price of $99.95. The course and its test will be sent immediately by email. The collateral materials will be sent in a separate email within 72 hours of your order. Watch for both, and check your spam or junk folder if you do not receive both emails.

Price: $99.95

20 CPD-Credit Package

(Course provided by email as file to save or print off.)

CPD Credits: 20 Credits
CFP® Certificant: 20 credits (19 Financial Planning, 1 Professional Responsibility)

All CPA Members are required to complete 20 CPD hours each year and 120 CPD hours in three years. Now, you can have 20 CPD credits quickly delivered to your desktop, laptop, tablet, or smartphone in this package of three courses selected for Canadian-licensed CPAs. You will receive courses by email with a multiple-choice test for each. Pass the online test and a Certificate will be immediately available for download to attest to course completion.

Courses are oriented towards financial planning issues and solutions for retirement and senior clients. They provide background and context for challenges facing individuals and practitioners.

This is an efficient way of completing your annual CPD credits: fit them into your schedule anytime, anywhere.

Click Here for More Info…

Price: $219.95 (approximately a 10% discount from the cost of ordering the courses individually)

INDIVIDUAL COURSES

Compliance Courses: 2 Credit Package

(Two courses provided by email as files to save or print off.)

CPD Credit Hours: 2
Provincial Life Credits: 2 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 2 credits in BC, AB, SK, MB, ON
CFP® Certificant: 2 credits (1 Financial Planning, 1 Practice Management)
Advocis Credits: 2
CECAP / IIROC: 1.75 credits Compliance

This package contains two courses that will provide one credit each for anti-money laundering and privacy continuing education. These courses are compliance essentials for all financial services professionals:

  1. Act on Money Laundering: An overview of FINTRAC anti-money laundering guidelines that pertain to suspicious transactions and their reporting requirements. The Course also provides a review of who is considered a Politically Exposed Foreign Person. 1 Credit.
  2. Understanding Privacy: Key points of privacy legislation, protection of privacy, and privacy principles. Provides a review of PIPEDA legislation and other information relevant to financial service professionals. 1 Credit.
Price: $29.95

The Financial Planning Mistakes of Clients

(Course provided by email as file to save or print off.)

CPD Credit Hours: 2
Provincial Life Credits: 2 credits in BC, AB, SK, MB, ON
CFP® Certificant: 2 credits (Financial Planning)

You’ve seen prospects and even your clients make these mistakes! — their belief that they don’t need a financial plan, that they can plan on their own, that they know all there is to know, or that their friend or neighbour has the right answer. This course covers seven common mistakes clients make, and the loss of opportunities that result from their errors.

You learn new approaches to understand the benefits and role of financial planning, and ideas you can implement to create customers for life.

Price: $24.95

Act on Money Laundering


(Course provided by email as file to save or print off.)

Provincial Life Credits: 1 credit in BC, AB, SK, MB, ON
Provincial A&S Credits: 1 credit in BC, AB, SK, MB, ON
CFP® Certificant: 0.5 credit (Financial Planning); 0.5 credit (Practice Management)
Institute Credits: 1
Quebec Credits: CSF: 1 PDU (1 Compliance)
CECAP / IIROC: 0.75 credits (Compliance)
General Credits: 1 credit in BC, AB, SK, MB, ON
Adjuster: 1 credit in AB

Money laundering is actively pursued by Canadian authorities working under the authority of FINTRAC and the Proceeds of Crime (Money Laundering) and Terrorist Financing Act ­­(PCMLTFA). FINTRAC is aggressively auditing entities, such as you and your firm, and when they ask for an audit, participation is compulsory. Get ahead of an audit with the information in this course. Learn the basics of your compliance regime requirements, identification requirements, and the newly defined thresholds for suspicion.

This short course provides the overview and reminders you need to ensure you are on top of compliance expectations and will be ready if an auditor comes knocking

Price: $19.95

The Basics of Canadian Life Insurance


(Course provided by email as file to save or print off.)

Provincial Life Credits: 5 credits in BC, AB, SK, MB, ON
CFP® Certificants: 3 credits (Financial Planning)
Institute Credits: 3
Quebec Credits: CSF: 3 PDU (3 in Insurance of persons)

You know there are two parts to the customer sales story:

  1. Knowing the product;
  2. Knowing the requirements for selling the product.

To correspond with both of these parts of life insurance sales knowledge, this Course is divided into two parts:

  1. The basic knowledge needed of the products and product design;
  2. The “back story” of your duties for compliance and needs assessment.

When you have finished reading the entire Course, your life insurance sales ability will be ramped up in both practical matters and matters of practice.

Price: $64.95

Be a Better Advisor This Year

(Course provided by email as file to save or print off.)

CPD Credit Hours:5
Provincial Life Credits: 5 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 5 credits in BC, AB, SK, MB, ON
CFP® Certificant: 5 credits (Financial Planning)
General Credits: 5 credits in BC, AB, SK, MB, ON
Advocis Credits: 5

Be a Better Advisor This Year is an overview of the key personal financial planning issues. It serves as a reminder of:

  • what you need to know about your client;
  • how can you help seniors manage their finances;
  • the reasons segregated funds should be part of investment sales and portfolio management;
  • insurance planning;
  • the role you can play to ensure your clients aren’t victims of fraud;
  • the consequences of a privacy breach.
Price: $64.95

Be the Better RRSP/TFSA Advisor

(Course provided by email as file to save or print off.)

CPD Credit Hours: 6
Provincial Life Credits: 6 credits in BC, AB, SK, MB, ON
CFP® Certificant: 6 credits (Financial Planning)

The market for RRSP and TFSA sales has lots of opportunity if you can simply explain the benefits of these accounts and answer the question: which one is best?

You’ll be able to respond to that question knowledgably and with confidence after you read this course. You will understand each form of account better, its pros and its cons, and how each one can best serve the needs of your customer.

Even if you think RRSPs and TFSAs are old hat, chances are you’ll find new and important information in this course that can give you an advantage with prospects and clients. Be the better RRSP/TFSA advisor, starting now.

Price: $69.95

A Big Issue: Your Older and Aging Clients and Their Mental Capacity

(Course provided by email as file to save or print off.)

CPD Credit Hours: 5
Provincial Life Credits: 5 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 5 credits in BC, AB, SK, MB, ON
CFP® Certificant: 5 credits (Financial Planning)
General Credits: 3 credits in AB

What’s the big issue? The big issue is the upcoming epidemic of individuals with dementia and Alzheimer’s disease.

What’s the relevance to you? As a leader in the financial services industry you must be able to recognize the signs of mental capacity, because mental capacity is a necessity for your business relationship with the client.

There is a link between age and mental incapacity. There are also more Canadians now reaching the age at which mental capacity becomes an issue than ever before. These are the same Canadians set to receive the largest transfer of wealth in our country’s history. The upshot? More people who are more incapable yet with more money that they don’t have the ability to manage or spend.

This course will:

  • provide a thorough understanding of what mental capacity is;
  • describe the importance of the related concept of financial capacity;
  • provide you with a toll to assess financial capacity;
  • show you the role of mitigating factors;
  • illustrate how elder abuse and fraud target seniors;
  • list the options for managing incapacity.

This is pure financial planning knowledge that addresses a frightening problem with information, insights, and ideas.

Price: $64.95

The Building Blocks of Canadian Retirement Planning

(Course provided by email as file to save or print off.)

CPD Credit Hours: 5
Provincial Life Credits: 5 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 5 credits in BC, AB, SK, MB, ON (pending)
CFP® Certificant: 5 credits (Financial Planning)

Increase your understanding of retirement issues, plans, and planning to better serve the 1,000 Canadians a day who are retiring now — and for the next 20 years.

This course is an easy to read selection of terms and concepts that are relevant to retirement. The terms will help you guide client retirement decision-making, provide essential facts that will help develop plans, and give you insight and information. You will learn the real needs of retirees and how you can serve those needs.

Online version of course: $64.95

Canada’s Long-term Care Crisis and Its Insurance Solution

(Video course provided to view online.)

Speaker: Karen Henderson, CEO, Long-term Care Planning Network

CPD Credit Hours: 1
Provincial Life Credits: 1 credit in BC, SK, MB, ON (not valid in AB)
Provincial A&S Credits: 1 credit in BC, SK, MB, ON (not valid in AB)
CFP® Certificant: 1 credit (Financial Planning)

This session will give you the facts underlying long-term care: what it is and what your clients can expect. It will also show you how long term care insurance can prepare your clients for the future.

Price: $19.95

The CPP Question: When to Start the Retirement Pension?


verifiable_lock

(Course provided by email as file to save or print off.)

CPD Credit Hours: 2
Provincial Life Credits: 2 credits in BC, AB, SK, MB, ON
CFP® Certificant: 2 credits (Financial Planning)
Institute Credits: 2

Choosing the right time to begin the CPP retirement pension is a source of speculation and pain for advisors and their clients. Start early at a reduced value? Get the full pension at age 65? Wait and receive a larger pension after 65? Is there a best course of action? What is it?

Now, you will be able to answer the question of “when is best?” knowledgeably with the information in The CPP Question. You will learn details about CPP with a focus for the discussion on the issue of timing. This is essential learning that increases your value to clients and prospects alike.

Course features year-by-year benefits breakdown for both pre-65 and post-65 pensions to calculate the exact percentage of pension reduction or increase.

Price: $29.95

Countdown to Retirement

(Course provided by email as file to save or print off.)

CPD Credit Hours:7
Provincial Life Credits: 7 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 3 credits in BC, AB, SK, MB, ON
CFP® Certificant: 7 credits (Financial Planning)

This course describes a plan of action for the five years leading up to retirement. It addresses key issues such as the importance of capital protection during these years, the role life insurance continues to play, and how to organize affairs while still working. You can use this information as a planning tool for those who have more than five years until retirement, or anyone in the final years of retirement countdown. Provides excellent oversight of a transitional lifestage.

Price: $79.95

Decisions, Decisions: A Simple Approach to Better Financial Decisions

(Course provided by email as file to save or print off.)

CPD Credit Hours: 4
Provincial Life Credits: 4 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 4 credits in BC, AB, SK, MB, ON
CFP® Certificant: 4 credits (Financial Planning)
General Credits: 4 credits in BC, AB, SK, MB, ON

This course will teach you how to make complex decisions in a simple four-step process. The process can be applied to any decision you face — personal or professional. And, for the financial advisor, it provides a way to substantiate a decision to a client. You can work through the process with a client, agree on the conclusion, and the decision is made. This process will save you time and make you better at your job.

Price: $49.95

Elders, Boomers, and Xers: Three Generations of Planning Opportunities

(Course provided by email as file to save or print off.)

CPD Credit Hours: 7
Provincial Life Credits: 7 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 3 credits in BC, SK, AB, MB, ON
CFP® Certificant: 7 credits (Financial Planning)

If you believe insight into generational differences can influence your ability to sell, you’re right! This comprehensive course provides an overview of attributes of three generations, Traditionalist, Boomer, and GenX, with additional details on the issues relevant to each generation. There’s a ton of practical knowledge to take away and use immediately. Better information helps you do more; get it here.

Price: $79.95

Estate Planning for Retirees

(Course provided by email as file to save or print off.)

CPD Credit Hours: 5
Provincial Life Credits: 5 credits in BC, AB, SK, MB, ON
CFP® Certificant: 5 credits (Financial Planning)

Estate Planning for Retirees gives you in-depth information you can use to help your retired or retiring clients plan their estates. It provides a wealth of no-nonsense detail about plans that must be made during life, what happens to the estate at death, and how to prepare for taxes now and then. An overview of insurance products ensures you can knowledgeably discuss insurance requirements with your clients to ensure their estate plans can be realized.

Price: $64.95

Financial Fraud: How to Protect Yourself, Your Clients and Your Business from Financial Fraud

(Course provided by email as file to save or print off.)

CPD Credit Hours: 7
Provincial Life Credits: 7 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 7 credits in BC, AB, SK, MB, ON
CFP® Certificant: 7 credits (Financial Planning)

Financial fraud is everywhere: the Internet, the mail, the person selling a service at your front door, and inadvertently by word-of-mouth in the latest “hot” investment tip from your friend or neighbour.

Learn what the frauds are, how they can be prevented, and what to do if you, your clients, or your business becomes a victim.

Price: $79.95

The Financial Snapshot: Foundations of Insurance Planning

(Course provided by email as file to save or print off.)

CPD Credit Hours: 2
Provincial Life Credits: 3 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 3 credits in BC, AB, SK, MB, ON
CFP® Certificant: 3 credits (Financial Planning)
Advocis Credits: 3

A financial snapshot is an overview of client financial information that gives the advisor essential information to build recommendation and advice. In this three-credit Course, you will learn how to create a financial snapshot and:

  • the importance of insurance policies to cover mortgage obligations and travel needs;
  • how the personal income tax return yields a wealth of financial detail;
  • the need for a will;
  • the financial relevance of a passport.
Price: $39.95

Advising on Wills and Intestacy


verifiable_lock

(Course provided by email as file to save or print off.)

CPD Credit Hours: 3
Provincial Life Credits: 3 credits in BC, AB, SK, MB, ON
CFP® Certificant: 3 credits (Financial Planning)

A will is an important and powerful document. Now, you can add another feather to your advisor’s cap when you take this course and learn the many reasons you should review your client’s and prospect’s will. This course describes common mistakes made in will preparation and provides a highly useful Asset Inventory form and a Beneficiary Endowment form to use with clients. Here is practical, everyday information to reinforce your value and enhance financial planning.

Price: $39.95

Five Simple Financial Resolutions

(Course provided by email as file to save or print off.)

CPD Credit Hours: 6
Provincial Life Credits: 6 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 6 credits in BC, SK, MB, ON
CFP® Certificant: 6 credits (Financial Planning)

You’ve heard the typical resolutions: exercise more, lose weight, be better…. But here are resolutions with real teeth in them. Quite simply, these resolutions are based on improving the financial life of your clients. They are five easy resolutions that can apply to people of virtually any age. Coach your clients to complete one, more than one, or methodically work through them all. They are a sure route to financial well-being that can be implemented any day of any year. If you are looking for practical ways to help clients, and a reason to keep touching base, you will find those ideas and reasons here. Don’t wait for the new year: start now!

Price: $69.95

Focus on Retirement Risks


(Course provided by email as file to save or print off.)

CPD Credit Hours: 7
Provincial Life Credits: 7 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 7 credits in BC, AB, SK, MB, ON
CFP® Certificant: 7 credits (Financial Planning)
Institute Credits: 7 credits

It will not come as any surprise that retirees worry about their money. Rightly so. They face a unique set of risks due to age and circumstances.

This course identifies seven significant threats to retirees and their income:

  1. Longevity;
  2. Inflation;
  3. Change to marital status;
  4. Unexpected expenses (including healthcare);
  5. Declining cognitive abilities;
  6. Overspending;
  7. Sequence of returns.

We explore these risks — giving you background and analysis — and go on to provide useful risk management ideas and strategies.

You will find hard facts on the safe withdrawal rate for savings and how it translates into the lump-sum needed on retirement. You’ll learn shock therapy for the over-spender. And, you may learn some surprising information about the cost of healthcare for Canadians.

Focus on Retirement Risks gives you a wealth of meaningful and practical ideas and solutions for safeguarding retirement income.

Price: $79.95

Fundamentals of Canadian Life Insurance

(Course provided by email as file to save or print off.)

CPD Credit Hours: 12
Provincial Life Credits: 12 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 12 credits in BC, AB, SK, MB, ON
CFP® Certificant: 12 credits (Financial Planning)

This 12-credit Course provides an essential review of many key, tried-and-true life insurance concepts. However, the importance of this Course is that it brings together the basics with information on more advanced topics and new products, such as the Pooled Registered Pension Plan, in which additional details are always helpful to have on hand.

Over 160 terms are explained in a clear, easy to understand style and many are supplemented with links to additional information so you can research further those subjects of interest, or perplexity, to you.


Click for Preview

Price: $99.95

Leverage: It’s Dollars and Sense

(Course provided by email as file to save or print off.)

CPD Credit Hours: 3
Provincial Life Credits: 3 credits in BC, AB, SK, MB, ON
CFP® Certificant: 3 credits (Financial Planning)

Here’s a course on the investment strategy of leveraging, its risks, and its rewards. You will learn about tax deductibility, suitability, and how to achieve success —- without complicated formulas and calculations.

This course will help you determine when and if leveraging is a recommendation you want to pursue.

Price: $39.95

Manage and Resolve Conflict

(Course provided by email as file to save or print off.)

CPD Credit Hours: 3
Provincial Life Credits: 3 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 3 credits in BC, AB, SK, MB, ON
CFP® Certificant: 3 credits (Financial Planning)
General Credits: 3 credits in BC, AB, SK, MB, ON
Adjuster: 3 credits in AB

Make clients, colleagues, and managers happy to work with you. Distinguish yourself as “the one” who has the skills, the knowledge, and the patience to turn conflict into collaboration. This Course shows you how.

Understand how conflicts begin and how to manage them to a satisfactory solution.

Learn:

  • Essential conflict management techniques that can be easily implemented;
  • 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!

Price: $39.95

Privacy Practices for the Financial Services

(Course provided by email as file to save or print off.)

CPD Credit Hours: 3
Provincial Life Credits: 3 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 3 credits in BC, AB, SK, MB, ON
CFP® Certificant: 3 credits (1.5 Financial Planning; 1.5 Practice Management)
Advocis Credits: 3

It’s time to learn more about privacy than PIPEDA. Privacy issues affect many of your activities and those of your employees. In this Course you:

  • Learn how to develop practices that will ensure you follow the letter and spirit of the laws.
  • Benefit from numerous personal checklists to help guide your actions.
  • Get a sample social media policy to implement that addresses use of sites like Facebook, LinkedIn, and Twitter.

This Course is a win/win/win/win: You, your office, your employees, and your clients and customers will all come out ahead when you have adopted these privacy protocols. Interesting to read and vastly informative, Privacy Practices for the Financial Services should be on your desk today.

Course Price: $39.95

Plan for Probate

(Course provided by email as file to save or print off.)

CPD Credit Hours: 3
Provincial Life Credits: 3 credits in BC, AB (pending), SK, MB, ON
CFP® Certificant: 3 credits (Financial Planning)

Probate fees have been increasing in most provinces and introduced in Alberta. This means your clients can be facing new and larger charges on their estates. In turn, these probate fees translate into diminished estate value. Help your clients plan now for this eventuality because there are ways of reducing this “tax”. This course provides ideas for planning opportunities to reduce probate expense. You can help your clients save potentially significant costs and reinforce the value you bring to your client relationship.


Click for Preview

Price: $39.95

Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice


(Course provided by email as file to save or print off.)

CPD Credit Hours: 3
Provincial Life Credits: 3 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 3 credits in BC, AB, SK, MB, ON
CFP® Certificant: 1 credit (Professional Responsibility) + 2 bonus Financial Planning credits
Quebec Credits: CSF: 3 PDU (3 Compliance)
Institute Credits: 3 credits
CECAP / IIROC: 2 credits Compliance

As a CFP professional, you need a professional responsibility CE credit annually. This course provides that credit. The focus is on ethics but you’ll read background on the challenges seniors present and thought-provoking case studies centred on seniors. Each case study draws upon FPSC® Principles and Rules to provide guidance for your responsibilities as a professional.

As a bonus, you’ll also receive two FPSC® Financial Planning credits!

Informative and stimulating, Professional Responsibility and Seniors provides you with the necessary credit and important information to use in building and sustaining a relationship with your senior clients.

Want the PR credit in a general ethics course? See Red Flags of Unethical Behaviour; available as a repeat if you have taken it before.

Price: $24.95

Red Flags of Unethical Conduct: Case Studies Laid Open for Learning

(Course provided by email as file to save or print off.)

CPD Credit Hours: 1
Provincial Life Credits: 1 credit in BC, AB, SK, MB, ON
Provincial A&S Credits: 1 credit in BC, AB, SK, MB, ON
CFP® Certificant: 1 credit (Professional Responsibility)
Advocis Credits: 1

This course is not another lecture on what it means to be ethical. We assume you know its importance. Red Flags of Unethical Conduct forces you to examine your thinking about ethics and ethics in financial planning practice. It provides thought-provoking ethical situations in which advisors must make hard choices and suggests how ethical guidelines can help decision-making.

Interesting and engaging, Red Flags of Unethical Conduct should be your choice for ethics education.

Price: $24.95

Retirement Income: Building Towards Answers

(Course provided by email as file to save or print off.)

CPD Credit Hours: 12
Provincial Life Credits: 12 credits in BC, AB, SK, MB, ON
CFP® Certificant: 12 credits (Financial Planning)

Everyone saving for retirement wants to know how much to save and whether it will be enough to live on. This course gives you the information you need to answer these questions and includes details on essentials such as income sources and tax.

Price: $144.95

RIGHT Answers: Fast, Accurate Answers to Client Retirement Questions

(Course provided by email as file to save or print off.)

CPD Credit Hours: 7
Provincial Life Credits: 7 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 1 credits in BC, AB, SK, MB, ON
CFP® Certificant: 7 credits (Financial Planning)

260 questions and answers! Here is a course that provides valuable information about issues relating to retirement income presented entirely in a question-and-answer format. This makes reading easy — you’ll learn all you need to know — and you get the ongoing benefit of a resource you can use every day in client meetings and conferences.

RIGHT Answers is written in a very clear, easy-to-read style to help you become the reliable source of retirement income facts for clients and prospects hungry for answers. It is a remarkable course for its clear approach to a subject that is too often made unnecessarily complicated.

Price: $79.95

Taking Care of Business: Insurance Needs for Business Owners

(Course provided by email as file to save or print off.)

CPD Credit Hours: 10
Provincial Life Credits: 10 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 10 credits in BC, AB, SK, MB, ON
CFP® Certificant: 10 credits (Financial Planning)
RIBO Credits: 5 (Management)
Institute Credits: 10
Quebec Credits: CSF: 10 PDU (3 General Subject, 6 Insurance of Persons, 1 Group Insurance)

In the words of Canadian music greats Bachman-Turner Overdrive, it is time to be “taking care of business”. Why look to business to boost your business? Easy: It is a huge market, there’s lots of product potential, and it’s a way to specialize your services.

If you sell life and disability policies now, you can add your entire local business market to your prospect list. Business owners need life and disability insurance to fund buy-outs and personal needs. You’ll learn how to protect their personal and corporate interests by appropriate insurance coverage. Plus, you’ll learn the top tips for an exit strategy and a Shareholder Agreement Checklist, provided by a leading Canadian business lawyer.

This is a great course that simplifies a complex subject.

Price: $124.95

Taking Care of Business: Insurance Needs of Business Owners – Overview Edition

(Course provided by email as file to save or print off.)

CPD Credit Hours: 5
Provincial Life Credits: 5 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 5 credits in BC, AB, SK, MB, ON
CFP® Certificant: 5 credits (Financial Planning)

Look to business to boost your business! It is a huge market, there’s lots of product potential, and it’s a way to specialize your services.

If you sell life and disability policies now, you can add your entire local business market to your prospect list. Business owners need life and disability insurance to fund buy-outs and personal needs. You’ll learn how to protect their personal and corporate interests by appropriate insurance coverage. Plus, you’ll learn the top tips for an exit strategy.

This is a condensed version of the 10-credit course by the same name. Just like the 10-credit course you will learn about life and disability insurance to fund buy-outs and personal needs, and how to protect personal and corporate interests by appropriate insurance coverage.

This course will build your expertise and confidence in order to excel at the business insurance market.

Price: $64.95

Travel Medical Insurance: Managing Medical Risk at Home and Abroad

(Course provided by email as file to save or print off.)

CPD Credit Hours: 5
Provincial Life Credits: 5 credits in BC, SK, MB, ON (pending)
Provincial A&S Credits: 5 credits in BC, AB, SK, MB, ON
CFP® Certificant: 5 credits (Financial Planning)
General Credits: 5 credits in BC, AB, SK, MB, ON

Many Canadians fail to manage the risk of travel and medical emergencies. This course illustrates how such risk can be managed and mitigated.

With information on Super Visa, travel advisories, claims, and stability this course will give you knowledge and insight.

Price: $64.95