30. FINANCIAL SERVICES

This Course Provides:
 

5 Hours - Life & A&S License
5 Hours General License
4 Hours - Life & A&S License - Manitoba Only

Also valid if you reside in QC

Recognition number: CSF15-03-33689 
Number of PDUs: 5
 
Number of PDUs and topics:
2 in General subject
1 in Insurance of persons
2 in Compliance


This course covers:

  • The financial services industry in Canada.

  • The 3 major types and 6 subcategories of financial institutions in Canada.

  • Chartered banks, Life insurance companies, General insurance companies, Investment Dealers, Credit unions
    and caisses populaires and Trust companies will be looked at.

  • The Federal and Provincial Legislation pertaining to each of the financial institutions.

  • The various types of consumer protection offered in Canada.

  • Assuris, Insurance Bureau of Canada, Property and Casualty Insurance Compensation. Corporation,
    Investment Industry Regulatory Organization of Canada, Canadian Investor Protection Fund,
    Credit Union Central of Canada, and the Canada Deposit Insurance Corporation (CDIC) will be covered.

  • The insurance industry and financial services in Canada. Both Life Insurance companies and
    General Insurance companies are discussed in detail.

  • The Canadian Council of Insurance Regulators (CCIR).

  • The history of life insurance in Canada.

  • The principles of Life & Accident and Sickness insurance, Insurable interests,
    transfers of risk in additions to the savings element.

  • Insurance company distribution methods referred to as the four channels of distribution.

  • How changing times will reshape the future of the financial services industry in Canada.

  • The basic role of the Agent/Advisor in financial services.

  • The various types of Insurance companies.

  • The Canadian Life and Health Insurance market.

  • Insurance company financial ratings.

 
 
 




203-4438 Ontario Street

 Beamsville, ON  L0R 1B5

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

  

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