CLU® Package

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CLU® /CHS/CH.F.C/PFA QUICK PICK

Retail price: $209.85
SeeWhy price: $164.99

Step up for your Advocis/Institute credits.

CLU’CHS/CH.F.C/PFA: 15 credits (includes 2 Ethics)
CFP® Certificants: 15 credits (10 Financial Planning, 3 Practice Management, 2 Professional Responsibility)
Life Insurance: 15 credits for FSRA
Life Insurance: 15 credits for AIC (AB), ICBC (BC), ICS (SK) and ICM (MB)
Provincial A&S Credits: 10 credits (BC, AB, SK, MB, ON)
IIROC (CECAP) credits: 5 credits (Compliance)
CIM: 5 credits (Compliance)
PFP®: 15 credits (5 Compliance, 10 Professional Development)
CPA®: 15 CPD hours
QAFP®Professionals: 15 credits (10 Financial Planning, 3 Practice Management, 2 Professional Responsibility)

This comprehensive package includes these courses:

  • After Age 71: RRSP/LIRA Options and Strategies
  • FINANCIAL PLANNING FOR LIFE: Income Replacement
  • SETTING THE MORAL COMPASS: Professional Responsibility for Financial Advisors

Details on these courses are provided below.

Retail price: $209.85
SeeWhy price: $164.99

CLU® Package: Course Details:

After Age 71: RRSP/LIRA Options and Strategies

  • Explore alternative options for clients other than taking cash when their RRSP/LIRA matures;
  • Shake up the prevailing favouritism for RRIFs;
  • Learn about available choices, considerations, strategies, and action plans for seniors.

FINANCIAL PLANNING FOR LIFE: Income Replacement

  • Review product options for self-insuring and the need for emergency funds;
  • Explore tactics for successful sales such as knowing the client and ensuring suitability;
  • Learn standards of conduct for the sales process.

SETTING THE MORAL COMPASS: Professional Responsibility for Financial Advisors

  • Learn the objectives of knowing your client, suitability, disclosure. and putting client interests first;
  • Examine short case studies that illustrate concepts and help understanding.

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