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FOR ONTARIO 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 approved for Ontario 
FSRA (Financial Services Regulatory Authority of Ontario, formerly Financial Services Commission of Ontario (FSCO)  inspected

License Renewal Date

2 Years from License Date.

Required CE Hours Prior to License Renewal

30 CE Credits / No carry forward.

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

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

Course description

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7. BUSINESS INSURANCE SOLUTIONS

5 Hours -
Life
& A&S 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

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

Course description

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12. THE ECONOMICS OF INSURANCE & INVESTMENTS 

5 Hours -
Life & A&S License

Course description

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13. THE FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL 

5 Hours - Life & A&S 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

Course description

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16. UNDERSTANDING INVESTMENT RISK AND RETURN 

4 Hours - Life & A&S 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

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 & PROSPECTS FINANCES

6 Hours - Life & A&S License

Course description

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23. UNDERSTANDING UMBRELLA INSURANCE 101

4 Hours - RIBO Technical - “Awaiting RIBO Approval”
 

Course description

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24. FARM SUCCESSION PLANNING STRATEGIES

3 Hours -
Life & A&S License

Course description

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25. MONEY LAUNDERING

5 Hours - Life & A&S 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

2 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

Course description

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34. THE POWER OF POSITIVE CREDIT

4 Hours - Life & A&S 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

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

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 - RIBO Technical - “Awaiting RIBO Approval”

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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