THE GRAND SLAM PACKAGE

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THE GRAND SLAM PACKAGE

Retail price: $479.60
SeeWhy price: $379.99

Knock all of your CE out of the park! The Grand Slam Package covers your Cycle 8 IIROC requirements (100% CECAP-approved), CFP®, QAFP®, PFP®, CIM®, CPA®, CLU® and Life licensing for 2021.

IIROC Credits: 10 credits (Compliance); 20 credits (Professional Development)
CIM®: 10 credits (Compliance); 20 credits (Professional Development)
Provincial Life Credits: 29 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 27 credits (25 Financial Planning, 2 Professional Responsibility)
QAFP®  Professionals: 12 credits (11 Financial Planning, 1 Professional Responsibility)
CLU®/CHS/CH.F.C/PFA: 27 credits (2 Ethics) (The Institute)
PFP®: 20 credits
CPA®: 30 CPD hours

The Grand Slam includes the following courses:

  • Cyber Security: Protecting Client Privacy in Your Practice
  • Coping With The Difficult Client
  • The Financial Planning Mistakes of Clients
  • Insurance for Business Owners
  • Policy Claims: A Sales and Service Opportunity
  • Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice
  • SETTING THE MORAL COMPASS: Professional Responsibility for Financial Advisors
  • Taking Care of Business: Insurance Needs of Business Owners

Details on these courses are provided below.

Retail price: $479.60
SeeWhy price: $379.99

Grand Slam Package: Course Details:

 

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.

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.

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.

Policy Claims: A Sales and Service Opportunity

  • Build sales by highlighting the value of a policy claim;
  • Guide clients to ensure their claim is exactly as expected;
  • Find out how to find a missing policy;
  • Get advice on how to deal with an unhappy claimant.

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.

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.

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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