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
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1. LIFE
AND ACCIDENT & SICKNESS INSURANCE BASICS
4 Hours -
Life
& / or A&S
License
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2.
RETIREMENT INCOME OPTIONS
7 Hours -
Life & A&S License
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3.
EMPLOYEE BENEFIT PLANS
6 Hours -
Life &
/ or A&S
License
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4.
CORPORATE RETIREMENT PLANS
5
Hours -
Life & A&S License
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5. TAXATION &
YOUR NON-CORPORATE CLIENTS
6 Hours -
Life
& A&S
License
2 Hours A&S License ONLY
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6.
BUSINESS INSURANCE PRINCIPLES
5
Hours -
Life
& / or A&S
License
2 Hours - General
License
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7. BUSINESS INSURANCE
SOLUTIONS
5 Hours -
Life
& / or A&S
License
2 Hours
- General License
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8. DISABILITY INSURANCE
4 Hours -
Life & / or
A&S
License
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9.
WEALTH TRANSFER & ESTATE
PLANNING TECHNIQUES
8 Hours -
Life & A&S License
1 Hour General
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10.
CLIENT CENTERED FINANCIAL PLANNING
7
Hours - Life & A&S License
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11.
PRINCIPLES OF EFFECTIVE MONEY
MANAGEMENT
4 Hours -
Life & A&S License
1 Hour - General
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12.
THE ECONOMICS OF INSURANCE &
INVESTMENTS
5 Hours -
Life & A&S License
4 Hours - General
 |
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13. THE
FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL
5
Hours - Life
& / or A&S
License
FP
Canada: CE15441 - 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
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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
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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
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16.
UNDERSTANDING INVESTMENT RISK AND RETURN
4 Hours - Life & A&S License
2 Hours - General
License
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17. LONG-TERM CARE
INSURANCE
4 Hours - Life & / or A&S
License
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18.
UNDERSTANDING E&O INSURANCE
5 Hours -
Life
& / or A&S
License
4 Hours - General
License
3 Hours - Adjuster License
5 Hours - Travel
Insurance
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19. CRITICAL
ILLNESS INSURANCE
3 Hours - Life & / or
A&S
License
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20. FINANCIAL PLANNING FOR
FEMALE CLIENTS & PROSPECTS
8 Hours - Life
& A&S
License
1 Hour - General
License
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21. UNDERSTANDING ANNUITIES
3
Hours - Life & A&S License
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22.
HOW
DIVORCE AFFECTS YOUR CLIENT & PROPECTS FINANCES
6 Hours - Life & / or A&S License
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23.
UNDERSTANDING UMBRELLA INSURANCE
101
4 Hours - General License
4 Hours - Adjuster License
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24.
FARM SUCCESSION PLANNING STRATEGIES
3 Hours -
Life & A&S License
1.5
Hours - General License
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25. MONEY LAUNDERING
5 Hours - Life & / or A&S License
5 Hours - General License
5 Hours -
Adjusters License
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26. FUNDING POST SECONDARY EDUCATION
4.5 Hours - Life & A&S License
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27. TAX-FREE SAVINGS ACCOUNTS
3 Hours - Life & A&S License
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28. UNDERSTANDING LIFE AND A&S INSURANCE UNDERWRITING PROCESS
4 Hours - Life & / or A&S License
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29. UNDERSTANDING INSURANCE CLAIMS
4 Hours - Life & / or A&S License
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30. UNDERSTANDING FINANCIAL SERVICES
IN CANADA
6 Hours - Life & / or A&S License
1 Hour - General License
1 Hour - Adjuster License
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31. REAL WORLD
APPLICATIONS IN PRACTICE
3 Hours - Life & / or A&S License
FP Canada: CE15435 - 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
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32. FINANCIAL
AND ESTATE PLANNING FOR CLIENTS AND FAMILIES WITH SPECIAL NEEDS
4 Hours - Life &
/ or A&S License
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33. CORPORATE TAXATION
8 Hours -
Life & A&S License
1 Hour - General License
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34. THE POWER OF POSITIVE CREDIT
4 Hours - Life & / or A&S License
1 Hours - General License
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35. FINANCIAL
ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES
3 Hours -
Life & A&S License
1 Hour - A&S License ONLY
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36.
EFFECTIVE ESTATE PLANNING SOLUTIONS FOR CANADIAN FINANCIAL ADVISORS
3 Hours -
Life & A&S License
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37.
UNDERSTANDING CPP & OAS GOVERNMENT BENEFITS
4 Hours -
Life & A&S License
1 Hour - A&S License ONLY
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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
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39.
CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS
4 Hours -
Life & A&S License
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40.
BUY-SELL AGREEMENTS
3.5 Hours -
Life & / or A&S License
1 Hour - General License
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41.
MANAGING MARKET BASED INVESTMENT CONTRACTS
3.5 Hours -
Life & A&S License
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42. THE
IMPORTANCE OF BENEFICIARY DESIGNATIONS
3.5 Hours -
Life & / or A&S License
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43.
UNDERSTANDING GENERAL INSURANCE RISK & LIABILITY EXPOSURE
4 Hours - General License
4 Hours - Adjuster License
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44.
UNDERSTANDING INSURANCE CONTRACT LAW
2.5 Hours - Life & / or A&S License
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45.
CANADIANS & U.S. TAXATION
4 Hours - Life & A&S License
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46.
SELLING GROUP INSURANCE TO SMALL BUSINESS
4 Hours - Life & / or A&S License
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47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS
CONSEQUENCES
3 Hours - Life & A&S License
FP Canada: CE15437 -
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
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NEW COURSE!
48. USING REVERSE MORTGAGES TO ENHANCE YOUR CLIENT’S FINANCIAL,
RETIREMENT & ESTATE PLANNING SOLUTIONS
3 Hours - Life & A&S License
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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