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FOR ATLANTIC ADVISORS - OUR PRICING MODEL IS BASED ON THE NUMBER OF HOURS FOR LIFE & A&S CE CREDITS. ANY ADDITIONAL CE CREDITS FOR GENERAL IS A BONUS AT NO CHARGE TO YOU, IF YOU REQUIRE THEM.

FOR COURSE # 23 & # 43 THE PRICING MODEL IS BASED ON THE NUMBER OF HOURS FOR THE CE CREDITS

EXAMPLE: 4 HOURS LIFE & A&S = 4 X $12.00 + TAX

 

We GUARANTEE that you will pass your exam and receive your certificate for credits. Pay ONCE for the course. If you fail retests are free until you pass. WOW... now that's a pass guarantee!

The following courses are recognized in the Atlantic Provinces
Valid for maintenance of your ADVOCIS membership and also for maintenance of your designations.

1. LIFE AND ACCIDENT & SICKNESS INSURANCE BASICS 

4 Hours -
Life & A&S License
 
Course description

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2. RETIREMENT INCOME OPTIONS 

7 Hours - Life & A&S License
 

Course description

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3. EMPLOYEE BENEFIT PLANS 

6
Hours -
Life & A&S License
 

Course description

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4. CORPORATE RETIREMENT PLANS 

5 Hours - Life & A&S License
5 Hours - General License


Course description

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5. TAXATION & YOUR NON-CORPORATE CLIENTS  

6 Hours -
Life & A&S License
 
Course description

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6. BUSINESS INSURANCE PRINCIPLES 

5 Hours - Life & A&S License
5 Hours - General License

Course description

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7. BUSINESS INSURANCE SOLUTIONS

5 Hours -
Life
& A&S License
5 Hours - General License


Course description

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8. DISABILITY INSURANCE 
 

4 Hours - Life &
A&S License
 

Course description

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9. WEALTH TRANSFER & ESTATE PLANNING TECHNIQUES  

8 Hours - Life & A&S License
4 Hours - General License

Course description

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10. CLIENT CENTERED FINANCIAL PLANNING 

7 Hours - Life & A&S License
 

Course description

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11. PRINCIPLES OF EFFECTIVE MONEY MANAGEMENT

4 Hours -
Life & A&S License
1 Hours - General License

Course description

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12. THE ECONOMICS OF INSURANCE & INVESTMENTS 

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

Course description

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13. THE FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL 

5 Hours - Life & A&S License
2 Hours - General License


Course description

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14. UNDERSTANDING CANADIAN FINANCIAL SERVICES HISTORY & DEFINITIONS 

3 Hours - Life
& A&S License
 

Course description

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15. ETHICS AND THE FINANCIAL SERVICES PROFESSIONAL

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

Course description

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16. UNDERSTANDING INVESTMENT RISK AND RETURN 

4 Hours - Life & A&S License
2 Hours - General License

Course description

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17. LONG-TERM CARE INSURANCE 

4 Hours - Life & A&S License
 
 

Course description

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18. UNDERSTANDING E&O INSURANCE 

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

Course description

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19. CRITICAL ILLNESS INSURANCE 

3 Hours - Life & A&S License   

Course description

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20. FINANCIAL PLANNING FOR FEMALE CLIENTS & PROSPECTS 

8 Hours - Life & A&S License
 

Course description

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21. UNDERSTANDING ANNUITIES 

3 Hours - Life & A&S License
 

Course description

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22. HOW DIVORCE AFFECTS YOUR CLIENT & PROPECTS FINANCES

6 Hours - Life & A&S License

Course description

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23. UNDERSTANDING UMBRELLA INSURANCE 101

4 Hours - General License
 

Course description

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24. FARM SUCCESSION PLANNING STRATEGIES

3 Hours -
Life & A&S License
1.5 Hours - General License

Course description

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25. MONEY LAUNDERING

5 Hours - Life & A&S License
5 Hours - General License

Course description

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26. FUNDING POST SECONDARY EDUCATION

4.5 Hours - Life & A&S License
 

Course description

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27. TAX-FREE SAVINGS ACCOUNTS

3 Hours - Life & A&S License

Course description

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28. UNDERSTANDING LIFE AND A&S INSURANCE UNDERWRITING PROCESS

4 Hours - Life & A&S License

Course description

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29. UNDERSTANDING INSURANCE CLAIMS

4 Hours - Life & A&S License

Course description

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30. UNDERSTANDING FINANCIAL SERVICES IN CANADA

6 Hours - Life & A&S License

Course description

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31. REAL WORLD APPLICATIONS IN PRACTICE

3 Hours - Life & A&S License

1 Hour FP Canada Professional Responsibility

1 Hour FP Canada Financial Planning

Course description

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32. FINANCIAL AND ESTATE PLANNING FOR CLIENTS AND FAMILIES WITH SPECIAL NEEDS

4 Hours - Life & A&S License

Course description

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33. CORPORATE TAXATION

8 Hours - Life & A&S License
2 Hours - General License


Course description

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34. THE POWER OF POSITIVE CREDIT

4 Hours - Life & A&S License
1 Hour - General License

Course description

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35. FINANCIAL ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES

3 Hours - Life & A&S License

Course description

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36. EFFECTIVE ESTATE PLANNING SOLUTIONS FOR CANADIAN FINANCIAL ADVISORS

3 Hours - Life & A&S License

Course description

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37. UNDERSTANDING CPP & OAS GOVERNMENT BENEFITS

4 Hours - Life & A&S License

Course description

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38. MAINTAINING ETHICAL DECISION MAKING & BEHAVIOUR WITH YOUR CLIENTS

3 Hours - Life & A&S License
2.5 Hours - General License


Course description

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39. CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS

4 Hours - Life & A&S License

Course description

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40. BUY-SELL AGREEMENTS

3.5 Hours - Life & A&S License
3.5 Hours - General License


Course description

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41. MANAGING MARKET BASED INVESTMENT CONTRACTS

3.5 Hours - Life & A&S License

Course description

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42. THE IMPORTANCE OF BENEFICIARY DESIGNATIONS

3.5 Hours - Life & A&S License

Course description

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43. UNDERSTANDING GENERAL INSURANCE RISK & LIABILITY EXPOSURE

4 Hours - General License

Course description

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44. UNDERSTANDING INSURANCE CONTRACT LAW

2.5 Hours - Life & A&S License

Course description

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45. CANADIANS & U.S. TAXATION

4 Hours - Life & A&S License

Course description

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46. SELLING GROUP INSURANCE TO SMALL BUSINESS

4 Hours - Life & A&S License

Course description


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203-4438 Ontario Street

 Beamsville, ON  L3J 0A4

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

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