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Chambre de la sécurité financière (CSF) (ChSF365) | $ 285.00 | ||
Life insurance agents and financial planners in Quebec can benefit by taking ILScorp's CSF accredited online courses. With more than 100 PDU credits available for a one-time fee, the CSF annual subscription is the most cost-effective way to obtain your mandatory PDUs. Les agents d'assurance de personnes et les planificateurs financiers du Québec peuvent bénéficier des cours accrédités par la CSF offerts en ligne par ILScorp. Avec plus de 100 unités de formation continue (UFC) disponibles pour un paiement unique, l'abonnement annuel CSF est le moyen le plus efficace d'obtenir vos UFC obligatoires. Access Duration from the Date of Purchase: 6 Month(s) Total Number of Courses: 61 Total Number of Credit Hours: 154 |
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Éthique dans l'industrie des assurances - Partie 1 (IQACO0815ILSFL000815) | $ 110.00 | ||
Les objectifs de la Leçon 1 sont:
This is a CSF accredited Course. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Conformité Credit #: CSF13-10-30629 Accrediting Provinces:![]() |
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Éthique dans l'industrie des assurances - Partie 2 (CSF3COILSCTXT0819) | $ 110.00 | ||
Ce cours sur l'éthique donne un aperçu du comportement déontologique dans un contexte général, ainsi que dans le secteur des assurances. Objectifs de la formation
Expliquer les tâches inclues dans un règlement de sinistre et décrire le comportement positif nécessaire lorsque l'on traite avec les survivants et les bénéficiaires Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Conformité Credit #: CSF13-10-30630 Accrediting Provinces:![]() |
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Éthique dans l'industrie des assurances - Partie 3 (CSF4COILSCTXT0819) | $ 110.00 | ||
Ce cours sur l'éthique donne un aperçu du comportement déontologique dans un contexte général, ainsi que dans le secteur des assurances. Objectifs de la formation
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: CSF - Matières générales Credit #: CSF13-10-30631 Accrediting Provinces:![]() |
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Évaluations de base d'entreprise pour les agents d'assurance-vie (CSF3COILSCTXT1117) | $ 110.00 | ||
Que vous prévoyiez d’obtenir votre nomination d’expert en évaluation d’entreprise ou que vous soyez simplement un investisseur intéressé, évaluer une entreprise peut être une tâche difficile, mais c’est une tâche utile.Ce cours va vous initier à des techniques courantes d’évaluation d’entreprise, ainsi qu’à la théorie qui est à la base de ces techniques. Ce cours commence par une introduction du principle de la Valeur de l’argent dans le temps (VAT).Il va donner un aperçu des différentes techniques utilisées pour calculer le coût du capital, qui est ensuite utilisé pour calculer la valeur actuelle d’une entreprise en utilisant une analyse de flux monétaire actualisé. Ce cours va également expliquer comment des analyses de sensibilité et de scénario peuvent être mises en œuvre, et va terminer par une dernière méthode d’évaluation, la méthode des comparables. À la fin du cours, vous aurez une compréhension de base des méthodes courantes d’évaluation d’entreprise, ce qui vous aidera à évaluer correctement la valeur d’une entreprise. Matières du cours:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Matières générales Credit #: CSF17-07-39921 Accrediting Provinces:![]() |
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Act Respecting the Distribution of Financial Products and Services Part 1 (CSF1COILSCTXT0619) | $ 110.00 | ||
Lesson 1 Title I Representatives This section of the Act deals with the definition of an "insurance representative." This term may apply to one or more persons who are certified to distribute financial products and services in the insurance sector. This introduction section also identifies persons not considered under this legislation as being insurance representatives, in that they are not certified by the Authority to pursue the activities described within the Act. Also described are the conditions under which representatives can pursue the distribution of products and services, the manner in which they must conduct themselves, and the way they must collect and use client information. Lesson 2 Title II Registration This section of the Act sets out what constitutes a "firm" and who can register as a firm in Quebec. There are conditions under which registration as a firm can be denied. A firm's obligations to deal with clients in an ethical and responsible manner are outlined here, as well as regulations surrounding record-keeping and the use of client information. Financial regulations are covered here in terms of premiums, commissions and the collection of money by representatives. An important reference here (#103) refers to the creation of policy by firms, for investigation and resolution of complaints. Mention is made of access by inspectors to company records. The Financial Markets Administrative Tribunal is introduced in its role with regard to penalties assigned where firms have been guilty of omissions or contraventions to the Act. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Compliance Credit #: CSF19-06-49366 Accrediting Provinces:![]() |
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Act Respecting the Distribution of Financial Products and Services Part 2 (CSF2COILSCTXT0619) | $ 110.00 | ||
Lesson 1 Title III Functions and Powers of the Authority and Title IV Financial Services Compensation Fund This section of the Act refers to the Authority’s mission and outlines its principal activities. These include drafting regulations, investigating complaints, and publishing information bulletins. Here you will also find the duties and obligations of the representatives (insurers) to the Authority, as well as a list of areas in which the Authority creates regulation. A description of record-keeping and rules around access to those records can be found here. The Authority is also required to report at specified intervals. Lesson 2 Title V CHAMBRE DE LA SÉCURITÉ FINANCIÈRE AND CHAMBRE DE L’ASSURANCE DE DOMMAGES Lesson 3 Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Compliance Credit #: CSF19-06-49367 Accrediting Provinces:![]() |
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Agent Development Course: Group and Retirement Benefits (CSFHCOILSCTXT1215) | $ 110.00 | ||
The discussion of corporate Group Insurance and Retirement plans will focus on the following topics, specifically: Corporate Benefits Programs
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Group Insurance of Persons Credit #: CSF14-10-32559 Accrediting Provinces:![]() |
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Al and the Individual Pension Plan (CSFCCOILSCTXT0817) | $ 110.00 | ||
Learn technical details about the Individual Pension Plan (IPP) strategy and gain an understanding of what an IPP is, how the deductions are created, as well as a practical framework on how they work. Topics include:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: CSF - Insurance of Persons Credit #: CSF17-08-39969 Accrediting Provinces:![]() |
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Al et le régime de retraite individuel (CSF0COILSCTXT0917) | $ 110.00 | ||
Ce séminaire est rempli de détails techniques sur la stratégie du Régime de retraite individuel (RRI). La plupart des participants participent à ce séminaire dans le but de comprendre le RRI, d’apprendre comment les déductions sont créées, et de prendre connaissance du cadre pratique de leur fonctionnement. La plupart des participants du séminaire deviendront conseillers à la clientèle qui est à la recherche de la stratégie du RRI. Ces participants du séminaire voudront travailler avec les éléments du séminaire pour devenir plus à l’aise avec le sujet, pour qu’ils puissent donner des conseils sur sa stratégie. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: CSF - Assurance de personnes Credit #: CSF17-08-39969 Accrediting Provinces:![]() |
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Assurance-accident et assurance-maladie collectives et Régimes de pension agréés (CSF8COILSCTXT1219) | $ 110.00 | ||
Assurance-accident et assurance-maladie collectives et Régimes de pension agréés (RPA)
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Assurance collective de personnes Credit #: CSF14-01-31194 Accrediting Provinces:![]() |
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Basic Business Valuations (CSF4COILSCTXT0817) | $ 110.00 | ||
Whether you are planning on getting your designation as a Chartered Business Valuator, or are simply an interested investor, valuing a business can be a difficult but worthwhile endeavour. Throughout this course, you will be introduced to common business valuation techniques and the theory underlying these techniques. This course will begin with an introduction of the concept of the Time Value of Money. It will outline different techniques used for calculating the cost of capital, which is then used to calculate the present value of a business using a Discounted Cash Flow Analysis. This course will also explain how a Sensitivity and Scenario Analysis can be implemented and will conclude with one last valuation technique, namely, the Method of Comparables. By the end of this course, you will have developed a basic understanding of common business valuation techniques that will help you to accurately estimate a firm’s value. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - General Subjects Credit #: CSF17-07-39921 Accrediting Provinces:![]() |
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Behavioural Finance (CSF3COILSCTXT0817) | $ 110.00 | ||
Lesson 1: Introduction to Economic Theory This course briefly introduces Traditional Finance Theory as a backdrop to the new field of Behavioural Finance Theory. This first section will go over the assumptions that Traditional Finance Theory makes and how, in real life, not all of them hold up. Additionally, you will be introduced to Behaviour Finance and shown how it fills in the holes left by Traditional Finance Theory. Lastly, you will be introduced to some of the anomalies of the market place as well past market inefficiencies and market crashes. Lesson 2: Investment Behavioural Types and Biases This section focuses on how irrationality affects the stock market. It will identify some of the flaws of Traditional Finance Theory and how the new field of Behavioural Finance attempts to circumvent these flaws. This section also highlights some biases your clients might have and possible pitfalls to investment that you can help them avoid. The course material will help you to identify types of investors and to anticipate their needs and preferences. Overall, the course objective is to make you a better advisor, able to serve your clients with a broader perspective and maximize the returns on their portfolios. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: CSF - General Subjects Credit #: CSF17-07-39925 Accrediting Provinces:![]() |
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Beyond RRSP's - Maturity Options - Part 2 (CSF5COILSCTXT1219) | $ 110.00 | ||
Learning Objectives:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - General Subjects / CSF - Insurance of Persons / CSF - Group Savings Plan Brokerage Credit #: CSF14-01-31190 Accrediting Provinces:![]() |
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Client Services and Sales (CSF1COILSCTXT0817) | $ 110.00 | ||
The objective of this course is to confirm that you are doing things that your customers expect from you and to support you in enhancing the service you already provide. Topics covered include:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - General Subjects Credit #: CSF17-07-39920 Accrediting Provinces:![]() |
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Comment devenir un dirigeant ou superviseur efficace (CSF8COILSCTXT0817) | $ 110.00 | ||
L’information de cette dernière section du cours de deux parties pris dans le livre intitulé Rules & Tools for Leaders - A Down-to-Earth Guide to Effective Managing par Major Général Perry M. Smith Ph.D Dans la Partie 1, nous avons regardé les talents requis pour devenir des dirigeants efficaces sous les titres suivants: Partie 1 – Direction
Partie 3 - Formation et croissance personnelle et professionnelle En vous regardant – 20 choses qui pourraient vous aider à devenir un dirigeant plus efficace. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: CSF - Matières générales Credit #: CSF17-07-39929 Accrediting Provinces:![]() |
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Cours de conformité du Québec sur les lois sur la confidentialité (CSFBCOILSCTXT0817) | $ 110.00 | ||
Ce cours fournit des renseignements sur les Lois de confidentialité du Québec pour le secteur privé et sa relation avec la loi du gouvernement fédéral sur la protection des renseignements personnels et les documents électroniques du Canada, connue sous le nom de LPRPDE. Le cours a été conçu pour satisfaire les exigences de conformité pour les participants de l'industrie de l'assurance dans la province du Québec. PLAN DU COURS Ce cours est divisé en 6 parties:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Conformité Credit #: CSF17-08-39971 Accrediting Provinces:![]() |
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Creative Uses of Life Insurance: Split Beneficiary Planning (CSF5COILSCTXT0219) | $ 110.00 | ||
Description: In this course, learn how in certain cases Split Beneficiary Planning allows for cash extractions (free of dividend tax) from the corporation in excess of actual policy premiums; how a separate and well drafted Split Beneficiary Agreement is required, including a defendable pricing model likely using NCPI as the source cost; and that specialized legal and tax advice may be needed before implementing such planning. This course breaks down as follows:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Insurance of Persons Credit #: CSF19-02-45697 Accrediting Provinces:![]() |
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Ethical Theory & Conduct in the Insurance Industry: Ethics Defined & Practical Foundations (CSFACOILSCTXT0219) | $ 110.00 | ||
This course explores the sources of variation in ethical standards among individuals and looks at the question of whether those differences are innate or are environmentally shaped. The course also presents a definition of ethics in the context of the insurance business, including the benefits to clients of having an insurance representative and dealing with a quality firm. Participants will cover details regarding the purposes and workings of regulatory and industry bodies, including the responsibilities of life agents and how insurance companies generate a profit. Finally, the course describes an effective life insurance business model which identifies the needs of clients and assumes the highest level of responsibility for the manner in which it deals with those clients. Topics covered:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Compliance Credit #: CSF19-03-46091 Accrediting Provinces:![]() |
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Ethical Theory & Conduct in the Insurance Industry: The Ethical Agent (CSFBCOILSCTXT0219) | $ 110.00 | ||
This course explores the positions of authority within an insurance company, the responsibilities and liability of various operatives including brokers and agents in matters such as the importance of properly and carefully recording 3rd party information. The material covers situations in which the principal is exempt from the actions of the agent. It explains the essence of fiduciary duty and the importance of agents understanding the nature of a policy illustration. Examples are presented of unfair trade practices to show what it means, in practice, for the agent to understand clearly his or her ethical obligations. A discussion addresses the question of who bears responsibility for ensuring that contracts are in total compliance with respective regulations, as well as what constitutes unfair and deceptive acts in advertising. Participants will also be introduced to the aspect of ethics in other industries. We take a look at responsibilities held by other professions within the life insurance ecosystem. There are practical suggestions around how agents can maximize their effectiveness. Topics covered:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Compliance Credit #: CSF19-03-46107 Accrediting Provinces:![]() |
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Ethical Theory & Conduct in the Insurance Industry: The Ethical Agent Case Examples (CSFCCOILSCTXT0219) | $ 110.00 | ||
Example cases on ethics are often driven by situations that challenge our abilities to determine the right thing to do, carry out effective ethical action, or lay out an effective strategy for avoiding ethical obstacles in the future. As the possibilities for ethical conflict exist in all areas of the insurance industry, this course provides examples specifically geared towards providing you with materials relevant to various aspects in your field. Topics covered:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - General Subjects / CSF - Compliance Credit #: CSF19-03-46108 Accrediting Provinces:![]() |
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Ethics in the Insurance Industry - Part 1 (IQBCO0315ILSCL000315) | $ 110.00 | ||
This insurance ethics course provides an overview of what ethical behaviour is in a general context, as well as ethics in the insurance industry. Lesson 1: The Meaning and Function of Ethics in the New Knowledge Workplace will explain the term ethics as it applies in the workplace, and review the roles that the conscious and unconscious mind have in forming an individual's code of ethics. The impact that unconscious perceptions have on a person's conscious conceptions of reality will also be described. Lesson 2: Ethics and the Professional Insurance Agent/Broker will review the responsibilities of an insurance representative, introduce the Code of Ethics, and laws that apply to insurance representatives and describe the goal of a good insurance representative. Lesson 3: The Agents Role and Responsibilities explains the importance of knowing your client in order to provide the best possible service and insurance product, and describes appropriate, professional behaviour for an agent. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Compliance Credit #: CSF13-10-30629 Accrediting Provinces:![]() |
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Ethics in the Insurance Industry - Part 2 (IQACO0415ILSCL000415) | $ 110.00 | ||
Lesson 1: The Law of Agency introduces and describes the difference between “actual” and “apparent” authority. It reviews the law of agency and defines principals and third parties, as well as addressing disputes that can arise. Lesson 2: Legal Liability between Principal and Agent describes the legal liabilities between an insurance agent and his/her principal including: the agent's obligation to follow the lawful instruction of a principal; a principal's entitlement to indemnification by an agent exceeding their authority; and the liability of a principal to a third party. Lesson 3: The Agent's Role and Responsibilities describes the roles and responsibilities of an insurance agent, including the agent's duty of care; how an agent presents themselves to the public; the fiduciary duty of life insurance agents; and the importance of clarifying cost illustrations. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Compliance Credit #: CSF13-10-30630 Accrediting Provinces:![]() |
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Ethics in the Insurance Industry - Part 3 (IQFCO0615ILSCL000615) | $ 110.00 | ||
This insurance ethics course provides an overview of what ethical behavior is in a general context, as well as ethics in the insurance industry. Learning Objectives
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: CSF - General Subjects Credit #: CSF13-10-30631 Accrediting Provinces:![]() |
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Group RPPs and Disability Income Insurance (CSF7COILSCTXT1219) | $ 110.00 | ||
This course covers the Group Accident and Sickness Insurance:
Also, Contributions to Group Plans and the Registered Pension Plans {RPPs} Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Group Insurance of Persons Credit #: CSF14-01-31194 Accrediting Provinces:![]() |
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How Group Insurance Plans Work (CSF1COILSCTXT1219) | $ 110.00 | ||
This course covers the following:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Group Insurance of Persons Credit #: CSF14-01-31195 Accrediting Provinces:![]() |
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How to Improve Your Management Skills (CSF7COILSCTXT0817) | $ 110.00 | ||
In this course, we will look at skills required of all effective leaders under the following headings: Part 1 – Leadership
In Part 2, we will look at the additional things you must do in the organization to become a more effective leader and/or manager, specifically: Part 2 - The People And The Organization
Part 3 - Personal And Professional Growth And Education Looking at Yourself – 20 Things That Will Help You to Become a More Effective Leader Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: CSF - General Subjects Credit #: CSF17-07-39929 Accrediting Provinces:![]() |
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Individual Disability Income Insurance and Related Policies (CSF6COILSCTXT0219) | $ 110.00 | ||
This course will focus on individual disability income insurance policies, also referred to as disability insurance of disability income replacement insurance. The information provided is of a general nature and is not intended to be an intensive study of this area of insurance. By the end of this course you will be able to:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Insurance of Persons Credit #: CSF19-02-45698 Accrediting Provinces:![]() |
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Introduction aux risques cybernétiques pour les professionnels de l'industrie des assurances (CSFFCOILSCTXT0817) | $ 110.00 | ||
Les objectifs du cours sont les suivants:
Un aperçu de la terminologie, des conditions et des lois liées à ce sujet est également inclu. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Conformité Credit #: CSF17-07-39912 Accrediting Provinces:![]() |
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Introduction to Cyber Risks for Insurance Industry Professionals (CSFECOILSCTXT0817) | $ 110.00 | ||
The objective of this course is to provide knowledge about Cyber Risks for Insurance Industry Professionals. This course is designed for those needing to understand, create awareness, or refresh their knowledge of how technology use is increasingly accompanied with both risks, and opportunities, for businesses operating in Canada, and focuses on efforts to counter threats. Topics Include: Lesson A: Section One: Evolution of insurance and new threats Section Two: Cyber attacks Lesson B: Section Three: Common attacks by industry Section Four: Notable cyber attacks Section Five: Cybercriminals Lesson C: Section Six: Risk factors and risk management Section Seven: Laws and legislation Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Compliance Credit #: CSF17-07-39912 Accrediting Provinces:![]() |
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Investment Management and Your Client - Part 1 (CSF1COILSCTXT0120) | $ 110.00 | ||
Learning Objectives:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Group Savings Plan Brokerage Credit #: CSF16-04-37595 Accrediting Provinces:![]() |
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Investment Management and Your Client - Part 2 (CSF2COILSCTXT0120) | $ 110.00 | ||
Learning Objectives: The objectives of Lesson 1 are to:
The objectives of Lesson 2 are to:
The objectives of Lesson 3 are to:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Group Savings Plan Brokerage Credit #: CSF16-04-37611 Accrediting Provinces:![]() |
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La finance comportementale (CSF2COILSCTXT0917) | $ 110.00 | ||
Introduction à la théorie économique: Ce cours introduit brièvement la théorie de la finance traditionnelle comme toile de fond du nouveau domaine de la théorie de la finance comportementale. Dans la première partie du cours, nous allons passer en revue les suppositions faites par la théorie de la finance traditionnelle, et pourquoi, en réalité, ces suppositions ne sont pas toutes vraies. De plus, la finance comportementale va vous être présentée, et nous allons vous montrer comment elle compense les lacunes de la théorie de la finance traditionnelle. Pour finir, certaines anomalies du marché financier vont vous être présentées, ainsi que les inefficiences passées du marché financier et ses krashs. Inefficiences passées et bulles financières du marché financier:Dans cette partie du cours, nous allons passer en revue certaines des inefficiences et des krashs passés du marché financier. Ces exemples représentent la preuve que l’Hypothèse de l’efficience du marché financier n’est pas toujours vraie, et que, parfois, les investisseurs sont dominés par leur comportement irrationnel. Ces exemples montrent l’importance de la finance comportementale et comment le fait de l’étudier peut améliorer vos connaissances du milieu du marché financier. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: CSF - Matières générales Credit #: CSF17-07-39925 Accrediting Provinces:![]() |
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La prospection de clientèle et comment surmonter les objections de prix (CSFACOILSCTXT0817) | $ 110.00 | ||
Les bons vendeurs sont toujours à la recherche de nouveaux clients pour leurs produits ou services. La prospection fait usage de tous les moyens possibles pour dénicher des futurs clients. La prospection est une étape essentielle pour faire marcher l'entreprise. La deuxième moitié de ce cours explore les objections aux prix communes et comment les surmonter pour compléter une vente. Les sujets inclus dans ce cours comprennent:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Matières générales Credit #: CSF17-07-39930 Accrediting Provinces:![]() |
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La retraite, les RPC/RRQ et la Sécurité de la vieillesse (CSF5COILSCTXT0818) | $ 110.00 | ||
Ce cours traite de la suivante
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Assurance collective de personnes Credit #: CSF14-01-31191 Accrediting Provinces:![]() |
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Le rôle de l’assurance dans la planification successorale (CSFICOILSCTXT0817) | $ 110.00 | ||
Objectifs de la formation :
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 5 Credit Type: CSF - Assurance de personnes Credit #: CSF17-07-39874 Accrediting Provinces:![]() |
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Les tendances de la technologie informatique dans le secteur des assurances (CSF9COILSCTXT0219) | $ 110.00 | ||
Les progrès de la technologie vont avoir une influence importante sur tous les aspects des activités du secteur des assurances dans le monde entier. Par exemple, les consommateurs ont maintenant plus de connaissances et plus d’attentes, les possibilités évoluent pour l’assurance automobile, les données personnelles sont utilisées aujourd’hui plus que jamais. Il y a énormément de choses à considérer. À la fin de ce cours, vous serez en mesure d'accomplir les choses suivantes:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Assurance de personnes Credit #: CSF19-02-45665 Accrediting Provinces:![]() |
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Life Agent Development Course Retirement Planning (CSF1COILSCTXT1119) | $ 110.00 | ||
The information in this course is aimed to educate agents on retirement planning strategies. In this course, we will look at sources of retirement income, types of funds and contracts and retirement planning processes under the following headings:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: 1 CSF - Group Insurance of Persons / 2 CSF - Group Savings Plan Brokerage Credit #: CSF14-01-31197 Accrediting Provinces:![]() |
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Life Agent Development Course, The Foundation Part 1 (CSF6COILSCTXT1118) | $ 110.00 | ||
In this course, we will look at the basic fundamentals of life insurance, paying attention to the history, marketing, evolution and types of insurance, under the following headings:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Insurance of Persons Credit #: CSF14-10-32578 Accrediting Provinces:![]() |
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Life Agent Development Course, The Foundation Part 2 (CSF7COILSCTXT1118) | $ 110.00 | ||
In this course, we will look at the basic fundamentals of life insurance, paying attention to risk and risk retention, agent responsibilities and development, under the following headings:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Insurance of Persons Credit #: CSF14-10-32579 Accrediting Provinces:![]() |
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Life Insurance - The Underwriting Process (CSF3COILSCTXT1219) | $ 110.00 | ||
Between the time that a policy is sold and the time that it is issued, our most important responsibilities are to see that:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Insurance of Persons Credit #: CSF14-01-31220 Accrediting Provinces:![]() |
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Making The Right Ethical Decisions (CSF1COILSCTXT1019) | $ 110.00 | ||
Ethics is all about doing the right thing in a particular situation. As insurance brokers, our clients, insurers, and the public (and a lot of other people and organizations) would expect us to do nothing less. In this course, we will look at the following topics as they relate to "Ethics and the Insurance Professional", specifically:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Compliance Credit #: CSF18-12-44571 Accrediting Provinces:![]() |
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Methodes pour payer les primes (CSF1COILSCTXT0719) | $ 110.00 | ||
Ce cours couvre les sujets suivant:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Assurance de personnes Credit #: CSF14-01-31200 Accrediting Provinces:![]() |
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Methods of Paying Premiums (CSF1COILSCTXT0819) | $ 110.00 | ||
This course will cover topics such as:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Insurance of Persons Credit #: CSF14-01-31200 Accrediting Provinces:![]() |
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Prendre des décisions conformes à l’éthique (CSF1COILSCTXT0219) | $ 110.00 | ||
Agir selon l’éthique signifie agir moralement dans une situation particulière. Nos clients, les assureurs et le public (ainsi que beaucoup d’autres personnes et organismes) s’attendent à ce que nous, en tant que courtiers d’assurances, ne fassions rien de moins. Durant ce cours, nous allons examiner les rubriques suivantes qui ont trait à « L’éthique et le professionnel des assurances. Plus précisément :
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Conformité Credit #: CSF18-12-44571 Accrediting Provinces:![]() |
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Prospecting and Overcoming Objections to Price (CSF9COILSCTXT0817) | $ 110.00 | ||
Successful salespeople are always looking for new customers for their products or services. Prospecting includes all means available to salespeople to identify potential clients for the brokerage. It’s an essential step in producing new business. The second half of this course explores common objections and solutions in dealing with them to successfully complete a sale. Topics covered in this course include:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - General Subjects Credit #: CSF17-07-39930 Accrediting Provinces:![]() |
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Protecting Life Insurance Benefits from Creditors and Settlement Options for Beneficiaries (CSF6COILSCTXT1219) | $ 110.00 | ||
This course covers the following topics:
Matrimonial regimes
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: 2 CSF - General Subjects / 1 CSF - Insurance of Persons Credit #: CSF14-01-31198 Accrediting Provinces:![]() |
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Public and Private Pension Plans (CSF2COILSCTXT1219) | $ 110.00 | ||
This course discusses: The Public Pension System
Private Pensions
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Group Insurance of Persons Credit #: CSF14-01-31193 Accrediting Provinces:![]() |
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Quebec Compliance Course on Privacy Laws (CSFDCOILSCTXT0817) | $ 110.00 | ||
Designed to satisfy the requirements for compliance for insurance industry participants in the province of Québec, the overall goal of the course is to provide a broader perspective of the topic of Québec’s Privacy laws and their relation to the federal government’s own privacy laws. The course material is designed to put the subject into a context that allows decision makers an opportunity to understand their applications and responsibilities for becoming compliant with the laws affecting them.
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Compliance Credit #: CSF17-08-39971 Accrediting Provinces:![]() |
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Régimes collectifs - Introduction et avantages de l'assurance collective (CSF9COILSCTXT1219) | $ 110.00 | ||
1ère partie
2ème partie
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Assurance collective de personnes Credit #: CSF14-01-31195 Accrediting Provinces:![]() |
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Retirement Success in Canada (CSF7COILSCTXT0219) | $ 110.00 | ||
This course covers the three main pillars of Canadian retirement savings and how they can be used in coordination to achieve the most optimal retirement income possible. At the end of the course, the participant should be able to understand and identify sources of potential income at retirement and how they are generated.
The course covers the following topics:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: 1 CSF - Insurance of Persons / 3 CSF - Group Insurance of Persons Credit #: CSF19-02-45699 Accrediting Provinces:![]() |
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Retirement, CPP/QPP and the Old Age Security (CSF6COILSCTXT0818) | $ 110.00 | ||
This course discusses the following:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Group Insurance of Persons Credit #: CSF14-01-31191 Accrediting Provinces:![]() |
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Risk Management Techniques & Identity Theft (CSF5COILSCTXT0817) | $ 110.00 | ||
In this course, we will look the impact of identity theft on Canadians, methods in which identity thieves obtain information, case studies and risk management techniques. Topics to be discussed include:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Compliance Credit #: CSF17-07-39931 Accrediting Provinces:![]() |
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Rules for Converting a RRSP - Maturity options - Part 1 (CSF4COILSCTXT1219) | $ 110.00 | ||
Learning Objectives:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - General Subjects / CSF - Insurance of Persons Credit #: CSF14-01-31189 Accrediting Provinces:![]() |
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Technology Trends in the Insurance Industry (CSF2COILSCTXT0219) | $ 110.00 | ||
Advances in technology will have a major impact on all aspects of the business of insurance worldwide. For example consumers have become more knowledgeable and expect more, opportunities for auto insurance are changing, personal data is being used more extensively than ever before. There is much to consider. By the end of this course you will be able to:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Insurance of Persons Credit #: CSF19-02-45665 Accrediting Provinces:![]() |
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Term and Permanent Life Insurance Explained (CSFGCOILSCTXT0817) | $ 110.00 | ||
Topics covered in this course include: Term Insurance
Permanent Insurance
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: CSF - Insurance of Persons Credit #: CSF17-08-40006 Accrediting Provinces:![]() |
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The Role of Insurance in Estate Planning (CSFHCOILSCTXT0817) | $ 110.00 | ||
Objectives:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 5 Credit Type: CSF - Insurance of Persons Credit #: CSF17-07-39874 Accrediting Provinces:![]() |
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Travel and Emergency Medical Insurance (CSF3COILSCTXT0219) | $ 110.00 | ||
Most travel agents will encourage individuals who travel out of province to purchase travel insurance. The consequences of not being properly insured can have significant financial consequences. For example when travelling, Canadians can be billed for medical services in amounts that run into hundreds of thousands of dollars or more. A travel insurance policy is the best way to provide insurance for these types of losses. By the end of this course you will be able to:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Insurance of Persons Credit #: CSF19-02-45666 Accrediting Provinces:![]() |
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Understanding Canadian Registered Savings Plans (CSF4COILSCTXT0219) | $ 110.00 | ||
In this course, the structure of the four main registered savings plans will be explored including: Tax Free Savings Accounts, Registered Retirement Savings Plans, Registered Education Saving Plans, and Registered Disability Savings Plans. Each of these plans provided unique tax-advantages towards growing your savings for specific purposes.
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: CSF - Group Savings Plan Brokerage Credit #: CSF19-02-45667 Accrediting Provinces:![]() |
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Understanding, Analyzing, and Interpreting Financial Statements (CSF8COILSCTXT0219) | $ 110.00 | ||
A financial statement provides a record of the financial activities and positions of a business during a period of time. These statements represent a means of communicating a given business's financial information to different parties who then can base their decisions on the statistics provided. Note that a proper understanding of financial statements is paramount to an individual's ability to make informed decisions including whether to invest in or grant credit to a business. This course covers the following topics:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: CSF - General Subjects Credit #: CSF19-02-45700 Accrediting Provinces:![]() |
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Ventes et service à la clientèle (CSF2COILSCTXT0817) | $ 110.00 | ||
Il y a certains « éléments de base à propos du service à la clientèle » que tout le monde attend du fournisseur de service ou de produit. Nous devons veiller à maîtriser ces éléments de base.
Sujets
Cette révision des « éléments de base du service à la clientèle » a deux buts:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Matières générales Credit #: CSF17-07-39920 Accrediting Provinces:![]() |
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Vol d'identité et techniques de gestion de risques (CSF2COILSCTXT1119) | $ 110.00 | ||
Durant ce cours, nous allons parler de l'impact qu'ont les vols d'identité sur les Canadiens, des méthodes que les voleurs d'identité utilisent, des études de cas et des techniques de gestion de risques. Les sujets dont nous allons discuter sont les suivants :
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: CSF - Conformité Credit #: CSF17-07-39931 Accrediting Provinces:![]() |