THE 30-CREDIT CIM® PACKAGE

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THE 30-CREDIT CIM® PACKAGE

Retail price: $554.65
SeeWhy price: $339.99

You’ll give this CIM® CE solution a solid two thumbs’ up. CECAP approved for IIROC registrants across the board. Comprehensive. Quick.

CIM®: 10 credits (Compliance); 20 credits (Professional Development)
IIROC (CECAP) Credits: 10 credits (Compliance); 20 credits (Professional Development)
CFP® Certificants: 30 credits (28 Financial Planning, 2 Professional Responsibility)
Life Insurance: 30 credits for AIC (AB), ICBC (BC), ICS (SK), and ICM (MB)
Life Insurance: 30 credits for FSRA (ON)
Provincial A&S Credits: 27 credits (BC, AB, SK, MB, ON)
PFP®: 30 credits
CPA®: 30 CPD hours
QAFP®Professionals: 30 credits (28 Financial Planning, 2 Professional Responsibility)
CLU®/CHS/CH.F.C/PFA: 30 credits (2 Ethics) (The Institute)

This comprehensive package includes these courses:

  • Coping with the Difficult Client
  • Ethics and the Investment Industry
  • The Financial Planning Mistakes of Clients
  • Insurance for Business Owners
  • Insurance Needs of Older Folks
  • Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice
  • Taking Care of Business: Insurance Needs for Business Owners

Details on these courses are provided below.

Retail price: $554.65
SeeWhy price: $339.99

CIM Package: Course Details:

Coping With The Difficult Client

  • Understand the causes behind unreasonable, demanding and unpredictable client behaviour;
  • Learn anger management skills;
  • Find out how to deliver bad news, and the sad consequences of disappointment;
  • Prevent unpleasant interactions and reduce your stress level.

Ethics and the Investment Industry

  • Examine conflicts in the industry around money management for personal and professional gain;
  • Learn about the ethics of money as a product and the ethics of information;
  • Explore how to meet ethics objectives and requirements.

The Financial Planning Mistakes of Clients

  • Identify and prevent the repetition of common client mistakes, such as overconfidence;
  • Learn from the eight mistakes on which the course is focussed;
  • Help clients to get on the right track, stay there, and reap their rewards.

Insurance for Business Owners

  • Show business owners the uses for insurance to efficiently build, transition, or sell their businesses;
  • Demonstrate how insurance can be a cost-saving measure;
  • Learn about coverage options to ensure that coverage is appropriate to the future needs of the client’s business.

Insurance Needs of Older Folks

  • Increase your understanding of the insurance needs of retired clients for pension replacement and estate planning;
  • Identify concepts that will help you reinforce the need for insurance with your clients;
  • Prepare to sell more to those who may typically be considered “too old” for insurance.

Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice

  • Review ethics standards when working with senior clients;
  • Learn about the challenges seniors present;
  • Read thought-provoking case studies centred on seniors;
  • Draw upon FP Canada Principles and Rules to provide guidance for your responsibilities.

Taking Care of Business: Insurance Needs of Business Owners

  • Learn how to protect the personal and corporate interests of business owners with appropriate insurance coverage;
  • Get top tips for an exit strategy;
  • Build your expertise and confidence in order to excel in the business insurance market.

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