For British Columbia advisors - Our
pricing model is based on the number of hours for Life & A&S CE
credits. Any additional CE credits for General or any other
Association or Regulator is a bonus at no charge to you if you
require them. Example: 4 hours Life & A&S CE = 4 x $12.00 + tax
For course # 23 & # 43 the pricing
model is based on the number of CE hours. Example: 4 hours
General CE = 4 x $12.00 + tax
1. LIFE
AND ACCIDENT & SICKNESS INSURANCE BASICS
4 Hours -
Life
& / or A&S
License
|
2.
RETIREMENT INCOME OPTIONS
7 Hours -
Life & A&S License
|
3.
EMPLOYEE BENEFIT PLANS
6 Hours -
Life &
/ or A&S
License
|
4.
CORPORATE RETIREMENT PLANS
5
Hours -
Life & A&S License
|
5. TAXATION &
YOUR NON-CORPORATE CLIENTS
6 Hours -
Life
& A&S
License 2 Hours A&S License ONLY
|
6.
BUSINESS INSURANCE PRINCIPLES
5
Hours -
Life
& / or A&S
License
2 Hours - General
License
|
7. BUSINESS INSURANCE
SOLUTIONS
5 Hours -
Life
& / or A&S
License 2 Hours
- General License
|
8. DISABILITY INSURANCE
4 Hours -
Life & / or
A&S
License
|
9.
WEALTH TRANSFER & ESTATE
PLANNING TECHNIQUES
8 Hours -
Life & A&S License
1 Hour General
|
10.
CLIENT CENTERED FINANCIAL PLANNING
7
Hours - Life & A&S License
|
11.
PRINCIPLES OF EFFECTIVE MONEY
MANAGEMENT
4 Hours -
Life & A&S License 1 Hour - General
|
12.
THE ECONOMICS OF INSURANCE &
INVESTMENTS
5 Hours -
Life & A&S License 4 Hours - General
|
13. THE
FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL
5
Hours - Life
& / or A&S
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
5 Hours - Travel Insurance
|
14.
UNDERSTANDING CANADIAN FINANCIAL SERVICES HISTORY & DEFINITIONS
3
Hours - Life
& / or A&S
License 1.5 Hours - General
License 1.5 Hours - Adjuster License 1.5 Hours -
Travel Insurance
|
15. ETHICS
AND THE FINANCIAL SERVICES PROFESSIONAL
5 Hours -
Life
& / or A&S
License 4 Hours - General License 4 Hours - Adjuster
License 5 Hours - Travel Insurance
|
16.
UNDERSTANDING INVESTMENT RISK AND RETURN
4 Hours - Life & A&S License 2 Hours - General
License
|
17. LONG-TERM CARE
INSURANCE
4 Hours - Life & / or A&S
License
|
18.
UNDERSTANDING E&O INSURANCE
5 Hours -
Life
& / or A&S
License
4 Hours - General
License 3 Hours - Adjuster License 5 Hours - Travel
Insurance
|
19. CRITICAL
ILLNESS INSURANCE
3 Hours - Life & / or
A&S
License
|
20. FINANCIAL PLANNING FOR
FEMALE CLIENTS & PROSPECTS
8 Hours - Life
& A&S
License 1 Hour - General
License
|
21. UNDERSTANDING ANNUITIES
3
Hours - Life & A&S License
|
22.
HOW
DIVORCE AFFECTS YOUR CLIENT & PROPECTS FINANCES
6 Hours - Life & / or A&S License
|
23.
UNDERSTANDING UMBRELLA INSURANCE
101
4 Hours - General License 4 Hours - Adjuster License
|
24.
FARM SUCCESSION PLANNING STRATEGIES
3 Hours -
Life & A&S License 1.5
Hours - General License
|
25. MONEY LAUNDERING
5 Hours - Life & / or A&S License
5 Hours - General License 5 Hours -
Adjusters License
|
26. FUNDING POST SECONDARY EDUCATION
4.5 Hours - Life & A&S License
|
27. TAX-FREE SAVINGS ACCOUNTS
3 Hours - Life & A&S License
|
28. UNDERSTANDING LIFE AND A&S INSURANCE UNDERWRITING PROCESS
4 Hours - Life & / or A&S License
|
29. UNDERSTANDING INSURANCE CLAIMS
4 Hours - Life & / or A&S License
|
30. UNDERSTANDING FINANCIAL SERVICES
IN CANADA
6 Hours - Life & / or A&S License
1 Hour - General License 1 Hour - Adjuster License
|
31. REAL WORLD
APPLICATIONS IN PRACTICE
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
4 Hours - Life &
/ or A&S License
|
33. CORPORATE TAXATION
8 Hours -
Life & A&S License
1 Hour - General License
|
34. THE POWER OF POSITIVE CREDIT
4 Hours - Life & / or A&S License 1 Hours - General License
|
35. FINANCIAL
ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES
3 Hours -
Life & A&S License
1 Hour - A&S License ONLY
|
36.
EFFECTIVE ESTATE PLANNING SOLUTIONS FOR CANADIAN FINANCIAL ADVISORS
3 Hours -
Life & A&S License
|
37.
UNDERSTANDING CPP & OAS GOVERNMENT BENEFITS
4 Hours -
Life & A&S License
1 Hour - A&S License ONLY
|
38.
MAINTAINING ETHICAL DECISION MAKING & BEHAVIOUR WITH YOUR CLIENTS
3 Hours -
Life & / or A&S License
2.5 Hours - General License 2.5 Hours - Adjuster License 2.5 Hours
- Travel Insurance
|
39.
CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS
4 Hours -
Life & A&S License
|
40.
BUY-SELL AGREEMENTS
3.5 Hours -
Life & / or A&S License
1 Hour - General License
|
41.
MANAGING MARKET BASED INVESTMENT CONTRACTS
3.5 Hours -
Life & A&S License
|
42. THE
IMPORTANCE OF BENEFICIARY DESIGNATIONS
3.5 Hours -
Life & / or A&S License
|
43.
UNDERSTANDING GENERAL INSURANCE RISK & LIABILITY EXPOSURE
4 Hours - General License
4 Hours - Adjuster License
|
44.
UNDERSTANDING INSURANCE CONTRACT LAW
2.5 Hours - Life & / or A&S License
|
45.
CANADIANS & U.S. TAXATION
4 Hours - Life & A&S License
|
46.
SELLING GROUP INSURANCE TO SMALL BUSINESS
4 Hours - Life & / or A&S License
|
47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS
CONSEQUENCES
3 Hours - Life & 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
1 Hours
- Travel Insurance
|
NEW COURSE!
48. USING REVERSE MORTGAGES TO ENHANCE YOUR CLIENTS FINANCIAL,
RETIREMENT & ESTATE PLANNING SOLUTIONS
3 Hours - Life & A&S 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
4 Hours -
Life & / or A&S 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
3 Life Hours / or A&S License
|
NEW COURSE!
51. SENIORS AND FUNERAL PLANNING
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
4 Hours - Life & A&S License
|
NEW COURSE!
52. SOCIAL SECURITY & HEALTH CARE FOR AGING CANADIANS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
4 Hours - Life & A&S License
1 Hour - A&S License ONLY
|
NEW COURSE!
53. RETIREMENT PLANNING & INVESTING OPPORTUNITIES FOR SENIORS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
5 Hours - Life & A&S License
|
NEW COURSE!
54. GENERATING RETIREMENT INCOME OPPORTUNITIES FOR SENIORS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
5 Hours - Life & A&S License
|
NEW COURSE!
55. LEGACY PLANNING FOR SENIORS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
5 Hours - Life & A&S 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
3 Hours - Life & A&S License
|
NEW COURSE!
57. INCOME TAX PLANNING FOR SENIORS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
4 Hours - Life & A&S License
|
NEW COURSE!
58. SENIOR FRAUD & FINANCIAL EXPLOITATION
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
4 Hours - Life & / or 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
5 Hours - Life & / or A&S License
3 Hours - General License 3 Hours - Adjusters License
|
|