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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"

           

LIFE INSURANCE BASICS 

Approved IQPF
4 PDU - SFPA

Approved
CSF
4
PDU - Insurance of Persons

$40.00 + GST

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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 Person
s


$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

Order this course  Do this course
 

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
 


         ORDER YOUR COURSES BY NUMBER PLEASE 

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

 

 


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