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The following
courses are approved for Quebec
Chambre de la sιcuritι financiθre (CSF) inspected and approved
Institut Quebecois de Planification Financiere (IQPF)
inspected and approved
ORDER YOUR COURSES BY
NUMBER PLEASE
ALL the courses are available 4 ways! - "Online" - "Text" - "E-mail" - "CD"
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1 LIFE INSURANCE BASICS
Approved IQPF
4 PDU - SFPA
Approved
CSF
4
PDU
- Insurance of Persons
$40.00 + GST
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2 RETIREMENT BENEFITS
Approved IQPF
2
PDU - SFPA
$20.00 + GST
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2 A RETIREMENT BENEFITS
Approved
CSF
5 PDUs in Total
PDU
1 Group Insurance of Persons
PDU 1 Insurance of Persons
PDU 1 Brokerage
PDU 2 General Subjects
$50.00 + GST
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3.
EMPLOYEE BENEFITS
Approved IQPF
PDU - 4 SFPA
Approved
CSF
4 PDUs in Total
PDU - 1 Insurance of Persons
PDU - 3 Group Insurance of Persons
$40.00 + GST
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4. CORPORATE RETIREMENT PLANS
Approved IQPF
PDU - 5 - SFPA
Approved
CSF
5 PDUs in Total
PDU - 1 Group Insurance of Persons
PDU -
4 General
Subjects
$50.00 + GST
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5. TAXATION
Approved IQPF
PDU - 5 - SFPA
Approved
CSF
5 PDUs in Total
PDU -5 - General Subjects
$50.00 + GST
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6. BUSINESS INSURANCE PRINCIPLES
Approved
CSF
5 PDUs in Total
PDU - 5 General Subjects
$50.00 + GST
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7.
BUSINESS INSURANCE SOLUTIONS
Approved IQPF
PDU - 5 - SFPA
Approved
CSF
5 PDUs in Total
PDU - 2 General
Subjects
PDU - 3 - Insurance of Persons
$50.00 + GST
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8. DISABILITY INSURANCE
Approved IQPF
PDU - 4 - SFPA
Approved
CSF
4 PDUs in Total
PDU - 4 - Insurance of
Persons
$40.00 + GST
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9.
ESTATE PLANNING AND LIQUIDITY
Approved IQPF
PDU - 6 - SFPA
Approved
CSF
6 PDUs in Total
PDU - 2
General Subjects
PDU - 2 - Insurance of Persons
$60.00 +
GST
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10. FINANCIAL PLANNING
Approved IQPF
PDU - 7 - SFPA
Approved
CSF
7 PDUs in Total
PDU - 7 General Subjects
$70.00 + GST
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11. MONEY AND HOW TO MANAGE IT
Approved IQPF
PDU - 2 - SFPA
$20.00 + GST
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11A -
MONEY AND HOW TO MANAGE IT
Approved
CSF
5 PDUs in Total
PDU - 5 General Subjects
$50.00 + GST
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12. ECONOMICS
Approved
CSF
5 PDUs in Total
PDU - 5 General Subjects
$50.00 + GST
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13. THE AGENT/BROKER AS A PROFESSIONAL
Approved
CSF
3 PDUs in Total
PDU - 3 Compliance
$30.00 + GST
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14. FINANCIAL SERVICES DEFINITIONS
Approved
CSF
3 PDUs in Total
PDU - 1 Compliance
PDU - 2 General Subjects
$30.00 + GST
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15.
ETHICS AND THE FINANCIAL SERVICES PROFESSIONAL
Approved IQPF
PDU - 3 - SC
$30.00 + GST
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15 A -
ETHICS AND THE FINANCIAL SERVICES PROFESSIONAL
Approved
CSF
5 PDUs in Total
PDU - 5 Compliance
$50.00 + GST
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16.
INVESTMENT RISK AND RETURN
Approved IQPF
PDU - 4 - SFPA
Approved
CSF
4 PDUs in Total
PDU - 4 Brokerage
$40.00 + GST
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17.
LONG-TERM CARE
Approved IQPF
PDU - 4 - SFPA
Approved
CSF
4 PDUs in Total
PDU 4 Insurance of
Persons
$40.00 + GST
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18.
UNDERSTANDING ERRORS & OMISSIONS INSURANCE
Approved
CSF
5 PDUs in Total
PDU 5 Compliance
$50.00 + GST
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19. CRITICAL ILLNESS INSURANCE
Approved IQPF
PDU - 2 - SFPA
Approved
CSF
2 PDUs in Total
PDU 2 Insurance of
Persons
$20.00 + GST
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20.
FINANCIAL PLANNING FOR WOMEN
Approved IQPF
PDU - 8 - SFPA
Approved
CSF
8 PDUs in Total
PDU - 6
General Subjects
PDU - 2 - Insurance of Persons
$80.00 +
GST
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21.
UNDERSTANDING ANNUITIES
Approved
CSF
3 PDUs in Total
PDU - 1
General Subjects
PDU - 1 - Insurance of Persons
PDU - 1 - Brokerage
$30.00 + GST
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22.
HOW DIVORCE AFFECTS YOUR PROSPECTS & CLIENTS
Approved IQPF
PDU - 6 - SFPA
Approved
CSF
6 PDUs in Total
PDU - 4 General Subjects
PDU - 2 - Insurance of Persons
$60.00 +
GST
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23.
UMBRELLA INSURANCE
Approved
CSF
2 PDUs in Total
PDU - 1
General Subjects
PDU - 1 - Insurance of Persons
$20.00 + GST
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24.
Farm Succession Planning
Approved IQPF
PDU - 3 - SFPA
Approved
CSF
3 PDUs in Total
PDU - 2
General Subjects
PDU - 1 - Insurance of Persons
$30.00 + GST
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Definitions
IQPF
Institut Quebecois de Planification Financiere
CSF - Chambre de la sιcuritι financiθre
PDU
Professional Development Units
SFPA -
Seven Financial Planning Areas 15 hours of integrated training in the
following seven areas related to personal financial planning Finances,
Taxation, Law, Retirement, Successions, Investments and Insurance. The content
of such activities shall be developed and given by or in partnership with the
IQPF.
SC
Training in Compliance with Standards, Ethics and Professional Practice
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ORDER YOUR COURSES BY
NUMBER PLEASE
ALL the courses are available 4 ways! - "Online" - "Text" - "E-mail" - "CD"
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