June 30th - Annually.
1. LIFE
AND ACCIDENT & SICKNESS INSURANCE BASICS
AIC# 65841
4 Hours -
Life License 4 Hours
- A&S
License
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2.
RETIREMENT INCOME OPTIONS
AIC# 65842
7 Hours - Life
License
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3.
EMPLOYEE BENEFIT PLANS
AIC# 65843 6 Hours -
A&S
License
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4.
CORPORATE RETIREMENT PLANS
AIC# 70452
4
Hours -
Life License
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5. TAXATION &
YOUR NON-CORPORATE CLIENTS
AIC# 65845 6 Hours -
Life License
2 Hours - A&S
License
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6.
BUSINESS INSURANCE PRINCIPLES
AIC# 70453 5
Hours -
Life License 5 Hours -
A&S
License
2 Hours - General
Licens
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7. BUSINESS INSURANCE
SOLUTIONS
AIC# 70454
5 Hours -
Life License 5 Hours -
A&S
License 2 Hours - General
License
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8. DISABILITY INSURANCE
AIC# 65848 4 Hours -
A&S
License
|
9.
WEALTH TRANSFER & ESTATE
PLANNING TECHNIQUES
AIC# 70349
8 Hours -
Life License
|
10.
CLIENT CENTERED FINANCIAL PLANNING
AIC# 65850
7
Hours - Life License
|
11.
PRINCIPLES OF EFFECTIVE MONEY
MANAGEMENT
AIC# 65851
4 Hours -
Life License 1 Hours - General
License
|
12.
THE ECONOMICS OF INSURANCE &
INVESTMENTS
AIC# 65852
5 Hours -
Life License 4 Hours - General
License
|
13. THE
FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL
AIC# 65853
5
Hours - Life
& / or A&S
License 2 Hours - General License
FP
Canada: CE15434 - 2 Financial Planning CE & 3 Practice Mgmt. CE
IAFE
(Advocis): IAS24077905 5.0 CE credits, including 1 Ethics CE
IIROC:
24-1036P - 2 Professional Development CE & 24-1036C 3 Compliance CE
|
14.
UNDERSTANDING CANADIAN FINANCIAL SERVICES HISTORY & DEFINITIONS
AIC# 66710
3
Hours - Life License
3 Hours - A&S
License
1.5 Hours -
General
License 1.5 Adjusters
|
15. ETHICS
AND THE FINANCIAL SERVICES PROFESSIONAL
AIC# 66711
5 Hours -
Life
License 5 Hours - A&S
License 4 Hours - General License 4 Adjusters
|
16.
UNDERSTANDING INVESTMENT RISK AND RETURN
AIC# 65856
4 Hours - Life License 2 Hours - General License
|
17. LONG-TERM CARE
INSURANCE
AIC# 65857
4 Hours - A&S
License
|
18.
UNDERSTANDING E&O INSURANCE
AIC# 66712 5 Hours -
Life License 5 Hours -
A&S
License
4 Hours - General
License 4 Adjusters
|
19. CRITICAL
ILLNESS INSURANCE
AIC# 65859
3 Hours -
A&S
License
|
20. FINANCIAL PLANNING FOR
FEMALE CLIENTS & PROSPECTS
AIC# 70350
8 Hours -
Life License
|
21. UNDERSTANDING ANNUITIES
AIC# 65861
3
Hours - Life License
|
22.
HOW
DIVORCE AFFECTS YOUR CLIENT & PROPECTS FINANCES
AIC# 65862
6 Hours - Life License 6 Hours - A&S License
|
23.
UNDERSTANDING UMBRELLA INSURANCE
101
AIC# 66713
4 Hours - General License 4 Adjusters
|
24.
FARM SUCCESSION PLANNING STRATEGIES
AIC# 65864
3 Hours -
Life License 1.5 Hours
- General License
|
25. MONEY LAUNDERING
AIC# 65865
5 Hours - Life License 5 Hours - A&S License
5 Hours General License 5 Hours Adjusters License
|
26. FUNDING POST SECONDARY EDUCATION
AIC# 65866 4.5 Hours - Life License
|
27. TAX-FREE SAVINGS ACCOUNTS
AIC# 70280 3 Hours - Life License
|
28. UNDERSTANDING LIFE AND A&S INSURANCE UNDERWRITING PROCESS
AIC# 65868 4 Hours - Life License 4 Hours - A&S License
|
29. UNDERSTANDING INSURANCE CLAIMS
AIC# 65869 4 Hours - Life License 4 Hours - A&S License
|
30. UNDERSTANDING FINANCIAL SERVICES
IN CANADA
AIC# 70351
6 Hours - Life License 6 Hours - A&S License
|
31. REAL WORLD
APPLICATIONS IN PRACTICE
AIC#63104 3 Hours - Life & / or A&S License
FP Canada: CE15437 - 2 Professional
Responsibility CE & 1 Financial Planning CE
IAFE (Advocis): IAS24077603 3.0 CE
credits including 1 Ethics CE
IIROC: 24-1037P 1 Professional
Development CE & 24-1037C 2 Compliance CE
|
32. FINANCIAL
AND ESTATE PLANNING FOR CLIENTS AND FAMILIES WITH SPECIAL NEEDS
AIC#
65871 4 Hours - Life
License 4 Hours - A&S License
|
33. CORPORATE TAXATION
AIC#
70455 8 Hours -
Life License
1 Hour - General License
|
34. THE POWER OF POSITIVE CREDIT
AIC#
65873 4 Hours - Life License 1 Hour - General License
|
35. FINANCIAL
ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES
AIC# 64507 3 Hours - Life
License
1 Hour - A&S License
|
36.
EFFECTIVE ESTATE PLANNING SOLUTIONS FOR CANADIAN FINANCIAL ADVISORS
AIC# 65874 3 Hours -
Life License
|
37.
UNDERSTANDING CPP & OAS GOVERNMENT BENEFITS
AIC# 70457 4 Hours - Life
License 1 Hour - A&S License
|
38.
MAINTAINING ETHICAL DECISION MAKING & BEHAVIOUR WITH YOUR CLIENTS
AIC# 66715 3 Hours -
Life License 3 Hours - A&S License 2.5 Hours - General License
2.5 Adjusters
|
39.
CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS
AIC#
64509 4 Hours -
Life License
|
40.
BUY-SELL AGREEMENTS
AIC#
70456 3.5 Hours -
Life License 3.5 Hours -
A&S License
1 Hour - General License
|
41.
MANAGING MARKET BASED INVESTMENT CONTRACTS
AIC# 64815 3.5 Hours -
Life License
|
42. THE
IMPORTANCE OF BENEFICIARY DESIGNATIONS
AIC#64816
3.5 Hours -
Life License 3.5 Hours - A&S License
|
43.
UNDERSTANDING GENERAL INSURANCE RISK & LIABILITY EXPOSURE
AIC# 66716 4 Hours - General License
4 Adjusters
|
44.
UNDERSTANDING INSURANCE CONTRACT LAW
AIC#
65171 2.5 Hours - Life
License 2.5 Hours - A&S License
|
45.
CANADIANS & U.S. TAXATION
AIC# 65877
4 Hours - Life License
|
46.
SELLING GROUP INSURANCE TO SMALL BUSINESS
AIC# 65878 4 Hours - A&S License
|
47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS
CONSEQUENCES
AIC# 68409 3 Hours - Life License 3 Hours - A&S License
FP Canada: CE15441 - 2 Professional Responsibility CE & 1 Financial
Planning CE
IAFE (Advocis): IAS24077803 3.0 CE credits
including 1 Ethics CE
IIROC: 24-1038P - 1 Professional
Development CE & 24-1038C - 2 Compliance CE
|
NEW COURSE!
48. USING REVERSE MORTGAGES TO ENHANCE YOUR CLIENTS FINANCIAL,
RETIREMENT & ESTATE PLANNING SOLUTIONS
AIC# 70185 3 Hours - Life License
|
NEW COURSE!
49. SENIORS AND AN AGING POPULATION:WHAT YOU NEED TO KNOW BEFORE
MAKING YOUR FINANCIAL RECOMMENDATIONS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70269 4 Hours License
|
NEW COURSE!
50. SENIORS AND LONG-TERM CARE ISSUES AND SOLUTIONS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70270 3
Hours - A&S License
|
NEW COURSE!
AIC# 70271 51. SENIORS AND FUNERAL PLANNING
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
4 Hours - Life License
|
NEW COURSE!
52. SOCIAL SECURITY & HEALTH CARE FOR AGING CANADIANS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70272 4 Hours - Life License 1 Hour - A&S License
|
NEW COURSE!
53. RETIREMENT PLANNING & INVESTING OPPORTUNITIES FOR SENIORS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70273 5 Hours - Life
License
|
NEW COURSE!
54. GENERATING RETIREMENT INCOME OPPORTUNITIES FOR SENIORS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70274 5 Hours - Life License
|
NEW COURSE!
55. LEGACY PLANNING FOR SENIORS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70275 5 Hours - Lfe License
|
NEW COURSE!
56. SENIORS TRAVELLING OR MOVING ABROAD: WHAT ARE THE FINANCIAL
IMPLICATIONS?
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70276 3 Hours - Life
License
|
NEW COURSE!
57. INCOME TAX PLANNING FOR SENIORS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70277
4 Hours - Life License
|
NEW COURSE!
58. SENIOR FRAUD & FINANCIAL EXPLOITATION
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70340 4 Hours - Life License
4 Hours - A&S License 3 Hours - General License 3 Hours -
Adjusters License
|
NEW COURSE!
59. ETHICS & THE MATURE MARKET
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70343 5 Hours - Life License
5 Hours - A&S License 3 Hours - General License 3 Hours -
Adjusters License
|
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