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

ORDER YOUR COURSES BY NUMBER PLEASE 

ALL the courses are available 4 ways! - "Online" - "Text" - "E-mail" -  "CD"

           

1. LIFE INSURANCE BASICS 

4 Hours - Life 

$40.00 + GST

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2. RETIREMENT BENEFITS - 5 Hours - Life
 

$50.00 + GST

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3. EMPLOYEE BENEFITS 

4 Hours - Life

$40.00 + GST

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4. CORPORATE RETIREMENT PLANS 

5 Hours - Life

$50.00 + GST

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5. TAXATION  

5 Hours - Life

$50.00 + GST

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6. BUSINESS INSURANCE PRINCIPLES
 
5 Hours - Life 

$50.00 + GST

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7. BUSINESS INSURANCE SOLUTIONS 

5 Hours - Life

$50.00 + GST

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8. DISABILITY INSURANCE 
4 Hours - Life 

$40.00 + GST

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9. ESTATE PLANNING AND LIQUIDITY 

6 Hours - Life

$60.00 + GST

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10. FINANCIAL PLANNING 

7 Hours - Life 

$70.00 + GST

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11. MONEY AND HOW TO MANAGE IT 

5 Hours - Life 

$50.00 + GST

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12. ECONOMICS 

5 Hours - Life 

$50.00 + GST

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13. THE AGENT/BROKER AS A PROFESSIONAL 

3 Hours - Life 

$30.00 + GST

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14. FINANCIAL SERVICES DEFINITIONS 

3 Hours - Life 

$30.00 + GST

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15. ETHICS AND THE FINANCIAL SERVICES PROFESSIONAL

5 Hours - Life 

$50.00 + GST

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16. INVESTMENT RISK AND RETURN 

4 Hours - Life 

$40.00 + GST

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17. LONG-TERM CARE 

4 Hours - Life 

$40.00 + GST

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18. UNDERSTANDING ERRORS & OMISSIONS INSURANCE

5 Hours - Life 

$50.00 + GST

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19. CRITICAL ILLNESS INSURANCE 

2.5 Hours - Life

$25.00 + GST

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20. FINANCIAL PLANNING FOR WOMEN 

8 Hours - Life 

$80.00 + GST

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21. UNDERSTANDING ANNUITIES 

3 Hours - Life 

$30.00 + GST

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22. How Divorce Affects Your Prospects & Clients

6 Hours - Life 

$60.00 + GST

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23. Umbrella Insurance

4 Hours -
General Insurance

$40.00 + GST

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24. Farm Succession Planning

3 Hours - Life 
1.5 Hours - General Insurance

$30.00 + GST

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ORDER YOUR COURSES BY NUMBER PLEASE 

ALL the courses are available 4 ways! - "Online" - "Text" - "E-mail" -  "CD"

 

 


4438 Ontario Street, Suite 203 Beamsville, ON  L0R 1B5

Toll Free Phone - 866 833-8606  Toll Free Fax - 866 277-4511
Direct Phone Line - 905 563-5372

 

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