This Course Provides:

3 Hours Life & 3 Hours A&S License

This course is designed to provide the Advisor with the information required to improve their knowledge
in the funding of University and College markets so that they can better advise their clients and prospects.

This course covers:

  • Trends in post-secondary education.

  • Why post-secondary education costs are rising.

  • The cost of a university or college education.

  • An in-depth look at what the total tuition costs consist of.

  • The questions to ask your clients and prospects about their childís education.

  • How to take control on oneís own finances and set the education savings goal in motion

  • Higher education planning process.

  • The taxation of various educational funding methods.

  • What the studentís costs will be and what costs should be considered.

  • Risk, returns and liquidity when investing in education plans.

  • The use of Life Insurance as a funding vehicle.

  • An in-depth look at RESPís, CSEGís, Canada Learning Bond and other Federal & Provincial funding vehicles.

  • What happens if the beneficiary does not want to continue post-secondary education.

  • A glossary of education funding terms.


203-4438 Ontario Street

 Beamsville, ON  L0R 1B5

Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511


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