14.  FINANCIAL SERVICES DEFINITIONS

This Course Provides:

3 Hours Life & 3 Hours A&S License & 3 Hours General (P&C) Except in Ontairo

In order to succeed in this industry, the prudent financial planner must become familiar with the terminology that is necessary to service their clients and prospects properly. This course clearly defines the many definitions thereby enabling the advisor to provide the highest quality of service possible for your clients and prospects. 

Definitions that should be part of any Advisors business are covered in detail. 

In addition to knowing the financial services definitions that are a necessary part of the financial / estate planning process, this course will cover the following: 

  • The Canadian Financial services sector and the part Insurance companies play.

  • Regulation and supervision of the Insurance company.

  • Consumer protection.

 
 
 
 




203-4438 Ontario Street

 Beamsville, ON  L0R 1B5

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

  

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