We GUARANTEE that
you will pass your test and receive your certificate for
credits. If you fail the test on the 1st attempt,
retests are free until you pass. WOW... now that's a pass
guarantee!
Although the Atlantic Provinces DO NOT have CE requirements,
many Atlantic Advisors are licensed in OTHER Provinces to market
various insurance products.
If this is the case with
you, you need to follow their CE requirements for non-resident
advisors. You should be able to find this information on the top
of each of our Provincial CE pages.
Our courses are also
valid for the many Financial Designations that you hold OR
Associations you are a member of such as ADVOCIS etc.
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
Important notes – Advisors are responsible for ensuring that CE
credits are applicable to the individual regulatory, licensing,
designation, and professional membership bodies under which they
are governed.
The following
courses are recognized AND accepted for Atlantic Provinces
Advisors
1. LIFE
AND ACCIDENT & SICKNESS INSURANCE BASICS
4 Hours -
Life
& A&S
License
2.
RETIREMENT INCOME OPTIONS
7 Hours - Life
& A&S License
3.
EMPLOYEE BENEFIT PLANS
6 Hours -
Life &
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
6.
BUSINESS INSURANCE PRINCIPLES
5
Hours -
Life
& A&S
License 2 Hours - General License
7. BUSINESS INSURANCE
SOLUTIONS
2 Hours -
Life
& A&S
License 5 Hours - General License
8. DISABILITY INSURANCE
4 Hours - Life &
A&S
License
9. WEALTH TRANSFER & ESTATE
PLANNING TECHNIQUES
8 Hours -
Life & A&S License
1 Hour - General
License
10. CLIENT CENTERED FINANCIAL PLANNING
7
Hours - Life & A&S License
11. PRINCIPLES OF EFFECTIVE MONEY
MANAGEMENT
4 Hours -
Life & A&S License 1 Hours - General License
12. THE ECONOMICS OF INSURANCE &
INVESTMENTS
5 Hours -
Life & A&S License 4 Hours - General License
13. THE
FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL
5
Hours - Life
& A&S
License 2 Hours - General License
14.
UNDERSTANDING CANADIAN FINANCIAL SERVICES HISTORY & DEFINITIONS
3
Hours - Life
& A&S
License
15. ETHICS
AND THE FINANCIAL SERVICES PROFESSIONAL
5 Hours -
Life
& A&S
License 4 Hours - General License
16.
UNDERSTANDING INVESTMENT RISK AND RETURN
4 Hours - Life & A&S License 2 Hours - General
License
17.LONG-TERM CARE
INSURANCE
4 Hours - Life & A&S
License
18.
UNDERSTANDING E&O INSURANCE
5 Hours -
Life
& A&S
License 4 Hours - General License
19. CRITICAL
ILLNESS INSURANCE
3 Hours -
Life &
A&S
License
20. FINANCIAL PLANNING FOR
FEMALE CLIENTS & PROSPECTS
8 Hours - Life
& A&S
License
21. UNDERSTANDING ANNUITIES
3
Hours - Life & A&S License
22. HOW
DIVORCE AFFECTS YOUR CLIENT & PROPECTS FINANCES 6 Hours - Life & A&S License
23. UNDERSTANDING UMBRELLA INSURANCE
101 4 Hours - General License
24. FARM SUCCESSION PLANNING STRATEGIES 3 Hours - Life & A&S License
1.5 Hours - General License
25. MONEY LAUNDERING 5 Hours - Life & A&S License 5 Hours - General
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 & A&S License
29. UNDERSTANDING INSURANCE CLAIMS
4 Hours - Life & A&S License
30. UNDERSTANDING FINANCIAL SERVICES
IN CANADA
6 Hours - Life & A&S License
31. REAL WORLD
APPLICATIONS IN PRACTICE
3 Hours - Life & A&S License
1 Hour FP Canada
Professional Responsibility
1 Hour FP Canada Financial
Planning
32. FINANCIAL
AND ESTATE PLANNING FOR CLIENTS AND FAMILIES WITH SPECIAL NEEDS
4 Hours - Life & 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 & A&S License
1 Hour - General License
35. FINANCIAL
ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES
3 Hours -
Life & A&S License
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
38.
MAINTAINING ETHICAL DECISION MAKING & BEHAVIOUR WITH YOUR CLIENTS
3 Hours -
Life & A&S License
2.5 Hours - General License
39.
CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS
4 Hours -
Life & A&S License
40.
BUY-SELL AGREEMENTS
3.5 Hours -
Life & 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 & A&S License
43.
UNDERSTANDING GENERAL INSURANCE RISK & LIABILITY EXPOSURE
4 Hours - General License
44.
UNDERSTANDING INSURANCE CONTRACT LAW
2.5 Hours - Life & A&S License
45.
CANADIANS & U.S. TAXATION
4 Hours - Life & A&S License
46.
SELLING GROUP INSURANCE TO SMALL BUSINESS
4 Hours - Life & A&S License
47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS
CONSEQUENCES