1. LIFE
AND ACCIDENT & SICKNESS INSURANCE BASICS
4 Hours -
Life
& A&S
License
|
2.
RETIREMENT INCOME OPTIONS
7 Hours - Life
& A&S License
|
3.
EMPLOYEE BENEFIT PLANS
6 Hours -
Life &
A&S
License
|
4.
CORPORATE RETIREMENT PLANS
5
Hours -
Life & A&S License 5 Hours - General License
|
5. TAXATION &
YOUR NON-CORPORATE CLIENTS
6 Hours -
Life
& A&S
License
|
6.
BUSINESS INSURANCE PRINCIPLES
5
Hours -
Life
& A&S
License 5 Hours - General License
|
7. BUSINESS INSURANCE
SOLUTIONS
5 Hours -
Life
& A&S
License 5 Hours - General License
|
8. DISABILITY INSURANCE
4 Hours - Life &
A&S
License
|
9.
WEALTH TRANSFER & ESTATE
PLANNING TECHNIQUES
8 Hours -
Life & A&S License 4 Hours - General
License
|
10.
CLIENT CENTERED FINANCIAL PLANNING
7
Hours - Life & A&S License
|
11.
PRINCIPLES OF EFFECTIVE MONEY
MANAGEMENT
4 Hours -
Life & A&S License 1 Hours - General License
|
12.
THE ECONOMICS OF INSURANCE &
INVESTMENTS
5 Hours -
Life & A&S License 4 Hours - General License
|
13. THE
FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL
5
Hours - Life
& A&S
License 2 Hours - General License
|
14.
UNDERSTANDING CANADIAN FINANCIAL SERVICES HISTORY & DEFINITIONS
3
Hours - Life
& A&S
License
|
15. ETHICS
AND THE FINANCIAL SERVICES PROFESSIONAL
5 Hours -
Life
& A&S
License 4 Hours - General License
|
16.
UNDERSTANDING INVESTMENT RISK AND RETURN
4 Hours - Life & A&S License 2 Hours - General
License
|
17. LONG-TERM CARE
INSURANCE
4 Hours - Life & A&S
License
|
18.
UNDERSTANDING E&O INSURANCE
5 Hours -
Life
& A&S
License 4 Hours - General License
|
19. CRITICAL
ILLNESS INSURANCE
3 Hours -
Life &
A&S
License
|
20. FINANCIAL PLANNING FOR
FEMALE CLIENTS & PROSPECTS
8 Hours - Life
& A&S
License
|
21. UNDERSTANDING ANNUITIES
3
Hours - Life & A&S License
|
22.
HOW
DIVORCE AFFECTS YOUR CLIENT & PROPECTS FINANCES
6 Hours - Life & A&S License
|
23.
UNDERSTANDING UMBRELLA INSURANCE
101
4 Hours - General License
|
24.
FARM SUCCESSION PLANNING STRATEGIES
3 Hours -
Life & A&S License
1.5 Hours - General License
|
25. MONEY LAUNDERING
5 Hours - Life & A&S License 5 Hours - General
License
|
26. FUNDING POST SECONDARY EDUCATION
4.5 Hours - Life & A&S License
|
27. TAX-FREE SAVINGS ACCOUNTS
3 Hours - Life & A&S License
|
28. UNDERSTANDING LIFE AND A&S INSURANCE UNDERWRITING PROCESS
4 Hours - Life & A&S License
|
29. UNDERSTANDING INSURANCE CLAIMS
4 Hours - Life & A&S License
|
30. UNDERSTANDING FINANCIAL SERVICES
IN CANADA
6 Hours - Life & A&S License
|
31. REAL WORLD
APPLICATIONS IN PRACTICE
3 Hours - Life & A&S License
1 Hour FP Canada
Professional Responsibility
1 Hour FP Canada Financial
Planning
|
32. FINANCIAL
AND ESTATE PLANNING FOR CLIENTS AND FAMILIES WITH SPECIAL NEEDS
4 Hours - Life & A&S License
|
33. CORPORATE TAXATION
8 Hours -
Life & A&S License
2 Hours - General License
|
34. THE POWER OF POSITIVE CREDIT
4 Hours - Life & A&S License
1 Hour - General License
|
35. FINANCIAL
ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES
3 Hours -
Life & A&S License
|
36.
EFFECTIVE ESTATE PLANNING SOLUTIONS FOR CANADIAN FINANCIAL ADVISORS
3 Hours -
Life & A&S License
|
37.
UNDERSTANDING CPP & OAS GOVERNMENT BENEFITS
4 Hours -
Life & A&S License
|
38.
MAINTAINING ETHICAL DECISION MAKING & BEHAVIOUR WITH YOUR CLIENTS
3 Hours -
Life & A&S License
2.5 Hours - General License
|
39.
CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS
4 Hours -
Life & A&S License
|
40.
BUY-SELL AGREEMENTS
3.5 Hours -
Life & A&S License
3.5 Hours - General License
|
41.
MANAGING MARKET BASED INVESTMENT CONTRACTS
3.5 Hours -
Life & A&S License
|
42. THE
IMPORTANCE OF BENEFICIARY DESIGNATIONS
3.5 Hours -
Life & A&S License
|
43.
UNDERSTANDING GENERAL INSURANCE RISK & LIABILITY EXPOSURE
4 Hours - General License
|
44.
UNDERSTANDING INSURANCE CONTRACT LAW
2.5 Hours - Life & A&S License
|
45.
CANADIANS & U.S. TAXATION
4 Hours - Life & A&S License
|
46.
SELLING GROUP INSURANCE TO SMALL BUSINESS
4 Hours - Life & A&S License
|
47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS
CONSEQUENCES
AIC# 68409 3 Hours - Life & A&S License
FP Canada - 2 Hour Professional
Responsibility & 1 Hour Financial Planning
IAFE (Advocis) – 3 CE
credits including 1 Ethics CE
IIROC – 2 CE Compliance / 1 CE
Professional Development
|
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