1 Year from Your License Date -
Annually.
For Saskatchewan advisors - Our pricing
model is based on the number of hours for Life & A&S CE credits.
Any additional CE credits for General or any other Association
or Regulator is a bonus at no charge to you if you require
them. Example: 4 hours Life & A&S CE = 4 x $12.00 + tax
For course # 23 & # 43 the pricing
model is based on the number of CE hours. Example: 4 hours
General CE = 4 x $12.00 + tax
1. LIFE
AND ACCIDENT & SICKNESS INSURANCE BASICS
4 Hours -
Life
& / or A&S
License
|
2.
RETIREMENT INCOME OPTIONS
7 Hours - Life
& A&S
License
|
3.
EMPLOYEE BENEFIT PLANS
6 Hours -
Life & / or
A&S
License
|
4.
CORPORATE RETIREMENT PLANS
5
Hours -
Life & A&S License
|
5. TAXATION &
YOUR NON-CORPORATE CLIENTS
6 Hours -
Life License 2 Hours - A&S
License
|
6.
BUSINESS INSURANCE PRINCIPLES
5
Hours -
Life
& / or A&S
License
2 Hours - General
License
|
7. BUSINESS INSURANCE
SOLUTIONS
5 Hours -
Life
& / or A&S
License 2 Hours - General License
|
8. DISABILITY INSURANCE
4 Hours -
Life &
/ or A&S
License
|
9.
WEALTH TRANSFER & ESTATE
PLANNING TECHNIQUES
8 Hours -
Life & A&S License
1 Hour - 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
& / or A&S
License
FP Canada - 2 Hours Financial Planning CE & 3 hours
Practice Mgmt. CE
IAFE (Advocis) 5 hours including 1 Ethics CE
IIROC - 3 CE
Compliance / 2 CE Professional Development
|
14.
UNDERSTANDING CANADIAN FINANCIAL SERVICES HISTORY & DEFINITIONS
3
Hours - Life
& / or A&S
License
1.5 Hours - General
License
3 Hours - Travel License 1.5 Hours - Adjuster License
|
15. ETHICS
AND THE FINANCIAL SERVICES PROFESSIONAL
5 Hours -
Life
& / or A&S
License 4 Hours - General License 5 Hours - Travel
License 3 Hours - Life Ethics 4 Hours - Adjuster 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 & / or A&S
License
|
18.
UNDERSTANDING E&O INSURANCE
5 Hours -
Life
& / or A&S
License
4 Hours - General
License
5 Hours - Travel
License 3
Hours - Adjuster License
|
19. CRITICAL
ILLNESS INSURANCE
3 Hours -
Life & / or
A&S
License
|
20. FINANCIAL PLANNING FOR
FEMALE CLIENTS & PROSPECTS
8 Hours - Life
& A&S
License 1 Hours - General
License
|
21. UNDERSTANDING ANNUITIES
3
Hours - Life & A&S License
|
22.
HOW
DIVORCE AFFECTS YOUR CLIENT & PROPECTS FINANCES
6 Hours - Life & / or A&S License
|
23.
UNDERSTANDING UMBRELLA INSURANCE
101
4 Hours - General License 4 Hours - Adjuster License
|
24.
FARM SUCCESSION PLANNING STRATEGIES
3 Hours -
Life & A&S License 1.5
Hours - General
|
25. MONEY LAUNDERING
5 Hours - Life & / or A&S License
5 Hours - General License 5 Hours - Adjusters License 2
Hours - Life Ethics
|
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 & / or A&S License
|
29. UNDERSTANDING INSURANCE CLAIMS
4 Hours - Life & / or A&S License
|
30. UNDERSTANDING FINANCIAL SERVICES
IN CANADA
6 Hours - Life & / or A&S License
1 Hour - General License
1 Hour - Adjuster License
|
31. REAL WORLD
APPLICATIONS IN PRACTICE
3 Hours - Life & / or A&S License
2 Hours - Life Ethics
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
|
32. FINANCIAL
AND ESTATE PLANNING FOR CLIENTS AND FAMILIES WITH SPECIAL NEEDS
4 Hours - Life &
/ or A&S License
|
33. CORPORATE TAXATION
8 Hours -
Life & A&S License
1 Hour - General License
|
34. THE POWER OF POSITIVE CREDIT
4 Hours - Life & / or A&S License 1 Hours - General License
|
35. FINANCIAL
ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES
3 Hours -
Life & A&S License
1 Hour - A&S License ONLY
|
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
1 Hour - A&S License ONLY
|
38.
MAINTAINING ETHICAL DECISION MAKING & BEHAVIOUR WITH YOUR CLIENTS
3 Hours -
Life & / or A&S License
2.5 Hours - General License 1 Hour - Ethics - Life License 2.5
Hours - Adjuster License 2.5 Hours - Travel Insurance
|
39.
CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS
4 Hours -
Life & A&S License
|
40.
BUY-SELL AGREEMENTS
3.5 Hours -
Life & / or A&S License
1 Hour - 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 4 Hours
- Adjuster License
|
44.
UNDERSTANDING INSURANCE CONTRACT LAW
2.5 Hours - Life & / or A&S License
|
45.
CANADIANS & U.S. TAXATION
4 Hours - Life & A&S License
|
46.
SELLING GROUP INSURANCE TO SMALL BUSINESS
4 Hours - Life & / or A&S License
|
47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS
CONSEQUENCES
3 Hours - Life & A&S License
1 Hour - Life Ethics
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
1 Hours
- Travel Insurance
|
|