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Ethics in the Insurance Industry 3 Part Package (EthicsCombo3) | $ 185.00 | ||
Insurance brokers are faced with a variety of ethical decisions every day, in their dealings with clients, insurance companies and other brokerage staff. This three-part course series is designed to help insurance professionals better understand the ethical conflicts they may face in their business dealings. Saskatchewan licensees must complete council approved ethics courses as a mandatory part of insurance training. Ethics training is highly recommended for insurance agents in all other provinces. Part 1 Ethics in the Insurance Industry - LIFE/A&S Credit Hours 3 (SK ETHICS 1) Part 2 Ethics in the Insurance Industry - LIFE/A&S Credit Hours 3 (SK ETHICS 1) Part 3 Ethics in the Insurance Industry - LIFE/A&S Credit Hours 4 (SK ETHICS 1) Life/A&S Accredited in BC, SK, MB, ON
Saskatchewan Ethics Credit - Approved for 1 Credit each = 3
Ethics hours in total. Access Duration from the Date of Purchase: 6 Month(s) Total Number of Courses: 5 Total Number of Credit Hours: 12 |
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Financial Planner Subscription (FpscSubIls) | $ 260.00 | ||
Access over 160 hours of FP accredited courses for a one-time fee. A FP Subscription gives users unlimited access for 6 months to all of ILScorp's text and video courses in the FP category. Categories include Practice Management - the knowledge and skills used in building professional relationships and growing a professional practice, and Financial Planning - may relate to one or more of the financial planning areas, professional skills and technical knowledge. These courses are accredited in all Canadian Provinces by the Financial Planning Standards Council. Some courses in this subscription are also Life/A&S accredited for insurance professionals. Access Duration from the Date of Purchase: 6 Month(s) Total Number of Courses: 63 Total Number of Credit Hours: 158 |
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Life Subscription (Life365) | $ 260.00 | ||
Access hundreds of hours of Life and A&S courses designed by insurance professionals for a one-time fee. A Life Subscription gives users unlimited access for 6 months to all of ILScorp's text and video courses in the Life and A&S category. Save hundreds of dollars or more with the Subscription option. Access Duration from the Date of Purchase: 6 Month(s) Total Number of Courses: 92 Total Number of Credit Hours: 237.5 |
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Accident and Sickness Review Course Part 1 (SHFCO0115ILSCGA00115) | $ 110.00 | ||
The objectives of Lesson 1 are to:
The objectives of Lesson 2 are to:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / A&S - Technical Credit #: AIC#58757; MB12302 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Accident and Sickness Review Course Part 2 (SHGCO0115ILSCGA00115) | $ 110.00 | ||
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: 4 Credit Type: FP - Financial Planning / A&S - Technical Credit #: AIC#58758; MB12303 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Agent Development - How Employee Group Benefit Plans Work (IQOCO0815ILSCL000815) | $ 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: FP - Financial Planning / A&S - Technical Credit #: AIC#60430; MB12557 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Agent Development Course Disability Insurance (IQPCO0815ILSCL000815) | $ 110.00 | ||
The information in this course is aimed to educate agents about the sources and contract provisions of disability insurance. This discussion of disability insurance will proceed as follows:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - A&S Only) Credit #: AIC#60431; MB3215 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Al And The Individual Pension Plan (IQACO0315ILSCL000315) | $ 110.00 | ||
This seminar is filled with technical details about the Individual Pension Plan (IPP) strategy. The aim of most participants taking this seminar would be to gain an understanding of what an IPP is, how the deductions are created, as well as a practical framework on how they work. Most seminar participants will be advisors to clients looking at the IPP strategy. They will want to work with the seminar material to gain a comfort level with the topic so they can advise on the strategy. For these reasons, I believe a creative approach to the material is to write it in a "story format". While the story-line is relatively thin, it will be developed to the extend to:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: MB3278; AIC#54882 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Basic Business Valuations (LA01COILSCTXT0417) | $ 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: Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60414; MB28341 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Behavioural Finance (LA02COILSCTXT0417) | $ 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: Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#59898; MB28340 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Beyond RRSP's - Maturity Options - Part 2 (LA05COILSCTXT1219) | $ 110.00 | ||
Learning Objectives:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60415; MB12567 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Business Insurance (A Life Agent Development Course) - Part 1 (IQACO0715ILSCL000715) | $ 110.00 | ||
The information in Part One of this three-part course is aimed to educate agents on basic business knowledge. This course qualifies for three continuing education credit hours. In this course, we will look at business basics and the types of businesses, under the following headings:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S - Technical Credit #: MB7069 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Business Insurance (A Life Agent Development Course) - Part 2 (IQBCO0715ILSCL000715) | $ 110.00 | ||
The information in Part Two of this three-part course is aimed to educate agents on basic business knowledge. This course qualifies for three continuing education credit hours. In this course, we will look at Financial Statements and ratios, Fair Market Value and Buy-Sell Agreements, under the following headings:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S - Technical Credit #: MB7070 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Business Insurance (A Life Agent Development Course)-Part 3 (LA0DCOILSCTXT1015) | $ 110.00 | ||
The information in Part Three of this three-part course is aimed to educate agents on basic business knowledge. This course qualifies for two continuing education credit hours. In this course, we will look at what happens to the financial position of a sole proprietor, partner or member of a corporation when they become disabled. We will also look at the things they can do to protect themselves, including:
Included in this Part are the following topics: Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S - Technical Credit #: MB7071 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Business Insurance A Life Agent Development Course (LA01COILSCTXT0820) | $ 110.00 | ||
In order for insurance professionals to work effectively in the field of commercial insurance, they need to possess a broad-based understanding of the organizational forms which businesses can take. The way businesses are structured has implications for the protection they need. This three-part course lays out the basic elements that characterize sole proprietorships and partnerships, it lays out definitions, descriptions, and calculations used to analyze the basic financial aspects of a business and prepares participants to explain the concepts underlying disability insurance, then guides them through the technical aspects of these policies. Finally, the course touches on strategies for success in attracting clients and meeting their needs. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 7.5 Credit Type: Life - Technical Credit #: AIC#54935 Accrediting Provinces:![]() |
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Carrots not Whips (QG10) | $ 110.00 | ||
In this millennium, we have a different workforce than much of the last. In this millennium, we have women participating outside of the home in the general workforce. In this millennium, we have grandparents working side by side with employees the age of their grandchildren. In this millennium, we have muti-ethnic cultures working together in productive team environments. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S - Technical Credit #: MB 15265 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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CFP Code of Ethics and Standards of Conduct (LA01COILSCTXT1019) | $ 110.00 | ||
The CFP Board’s Code of Ethics and Standards of Conduct reflects the commitment that all CFP professionals make to high standards of competency and ethics. The Code of Ethics always applies and sets forth principles that guide the behavior of CFP professionals. Topics covered include:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60416; MB#33298 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Client Service and Sales (LA02COILSCTXT0717) | $ 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: 2 Credit Type: |
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Client-Focused Reforms (LA01COILSCTXT0222) | $ 110.00 | ||
The purpose of this course is to bring attention to the revised Client Focused Reforms that came into effect in 2021. The questions posed demonstrate the depth of thought which members of the industry have given the new measures. Participants will be directed by questions raised by their peers, to review the full, original document NI 31-103 and its Companion Policy. That review, in itself, will be a worthwhile undertaking, but the main purpose of the course is to bring the combined thinking of industry leaders to you, participants as they consider and respond to the stakeholders’ questions. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: Life - Technical Credit #: AIC#60354; MB38767 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Comprehensive Estate Planning with Life Insurance (IQACO0114QUBEL000114) | $ 110.00 | ||
Life insurance is not easy to sell and while many try, few succeed in growing healthy, profitable careers. There is often a trade-off between people skills and technical skills. You may notice that successful fellow agents weak in technical skills probably have strong people skills and vice versa. Certainly there is a required combination of human and technical aptitudes to manage an estate-planning file. This course will assist with the basic estate planning skills by covering the following modules:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60417; MB# 21599 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Creative Uses of Life Insurance: Split Beneficiary Planning (LA02COILSCTXT0218) | $ 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: Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60418; MB 29960 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Critical Illness Insurance: Benefits for the Living (IQGCO0415ILSCL000415) | $ 110.00 | ||
Dr. Marius Barnard, of South Africa, developed Critical Illness Insurance in 1983. Dr. Barnard is the brother of Christian Barnard, the doctor who performed the first successful open heart transplant surgery. Dr. Marius Barnard, also a cardiac surgeon, was acutely aware of both the financial and emotional toll that his heart surgery patients experienced. He saw a need for insurance that paid a 'living benefit' to those who survived a major illness to:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - A&S Only) Credit #: AIC#58759; MB3158 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Developing a Tax Effective Strategy for Charitable Giving (IQECO0715ILSCL000715) | $ 110.00 | ||
Giving money to charity provides many benefits to both the community and the donor. This course is designed to provide guidance to insurance advisors so they can help their clients to determine the most cost-effective way to structure their donations. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60419; MB3159 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Disability (Income Replacement) Insurance - Part 1 (IQGCO0615ILSCL000615) | $ 110.00 | ||
The foundation of any sound financial plan is Income Replacement Insurance. Its purpose is simple: to replace an individual's income should they be unable to work as a result of either an accident or a sickness. Upon completion of this seminar, you will be able to:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S - Technical Credit #: MB3162 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Disability (Income Replacement) Insurance - Part 2 (IQECO0815ILSCL000815) | $ 110.00 | ||
In Disability (Income Replacement) Insurance - Part One, we reviewed:
In Part Two we will review:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S - Technical Credit #: MB3163 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Disability Income Replacement Insurance (LA01COILSCTXT1020) | $ 110.00 | ||
The foundation of any sound financial plan is Income Replacement Insurance. Its purpose is simple: to replace an individual's income should he or she be unable to work as a result of either an accident or a sickness. In many cases, a person's income may stop immediately due to injury or sickness, while expenses continue, and in fact, could increase as a result of the disability. When income protection is not provided for our clients, they are at risk of losing everything they have. While the need for Income Replacement Insurance is obvious, it is often overlooked at the time of a life insurance sale despite the fact that the chance of people becoming disabled during their working years is far higher than of them dying. The purpose of this course is to ground participants in a clear understanding of income replacement strategies and plans (both for individuals and businesses) and, in particular, to impress them with the importance of serving clients by demonstrating the benefits of income replacement insurance. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 6 Credit Type: A&S - Technical Credit #: AIC55144 Accrediting Provinces:![]() |
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ESG Investing Explained (LA02COILSCTXT0819) | $ 110.00 | ||
This course will scope the current landscape of social-based investing including a review of the collaborations, organizations, and trendsetters in this industry. In addition to discussing the history of Responsible Investing, it will also review case studies and topics on corporate governance, environmental sustainability, and corporate responsibility today. Topics include:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60420; MB#33303 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Ethical Theory & Conduct in the Insurance Industry: Ethics Defined & Practical Foundations (LA01COILSCTXT0219) | $ 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: 2 Credit Type: 2 Life/A&S-Technical (Alberta - Life Only) / 1 SK Approved Ethics - Life/A&S Credit #: AIC#60349; MB31690 Accrediting Provinces:![]() ![]() ![]() ![]() |
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Ethical Theory & Conduct in the Insurance Industry: The Ethical Agent (LA02COILSCTXT0219) | $ 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: Life/A&S-Technical (Alberta - Life Only) / SK Approved Ethics - Life/A&S Credit #: AIC#60350; MB31691 Accrediting Provinces:![]() ![]() ![]() ![]() |
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Ethical Theory & Conduct in the Insurance Industry: The Ethical Agent Case Examples (LA03COILSCTXT0219) | $ 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: 2 Life/A&S-Technical (Alberta - Life Only) / 1 SK Approved Ethics - Life/A&S Credit #: AIC#60351; MB31692 Accrediting Provinces:![]() ![]() ![]() ![]() |
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Ethics in the Insurance Industry - Part 1 (LA02COILSCTXT1121) | $ 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. 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 behavior for an agent. Lesson 4: 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. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: Life - Technical Credit #: AIC# 59615 Accrediting Provinces:![]() |
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Ethics in the Insurance Industry - Part 1 (LA0BCOILSCTXT0216) | $ 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. 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 behavior for an agent. Lesson 4: 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. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: 3 FP - Financial Planning / 3 Life/A&S - Technical / 1 SK Approved Ethics - Life/A&S Credit #: MB12568 Accrediting Provinces:![]() ![]() ![]() ![]() |
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Ethics in the Insurance Industry - Part 2 (LA0CCOILSCTXT0216) | $ 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. Lesson 1: 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 2: 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. Lesson 3: Agent Misrepresentation defines misrepresentation and explains the importance of avoiding misrepresentation of yourself and the products you are selling. It also reviews conflicts of interest, unfair trade practices, and privacy and confidentiality guidelines. The consequences and available sanctions for these behaviors are also reviewed. Lesson 4: The Agent's Duties and Obligations describes the obligations an agent has toward a client or prospective client and reviews some of the rules that govern investment advertising. Lesson 5: Professional Interactions in a Claims Settlement explains further the obligations and appropriate behavior of professionals, describes positive interactions between different types of professionals, and explains the tasks involved in a claims settlement, and positive behavior when dealing with survivors and beneficiaries. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: 3 FP - Financial Planning / 3 Life/A&S - Technical / 1 SK Approved Ethics - Life/A&S Credit #: MB12569 Accrediting Provinces:![]() ![]() ![]() ![]() |
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Ethics in the Insurance Industry - Part 2 (LA03COILSCTXT1121) | $ 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. Lesson 1: 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 2: 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. Lesson 3: Agent Misrepresentation defines misrepresentation and explains the importance of avoiding misrepresentation of yourself and the products you are selling. It also reviews conflicts of interest, unfair trade practices, and privacy and confidentiality guidelines. The consequences and available sanctions for these behaviors are also reviewed. Lesson 4: The Agent's Duties and Obligations describes the obligations an agent has toward a client or prospective client and reviews some of the rules that govern investment advertising. Lesson 5: Professional Interactions in a Claims Settlement explains further the obligations and appropriate behavior of professionals, describes positive interactions between different types of professionals, and explains the tasks involved in a claims settlement, and positive behavior when dealing with survivors and beneficiaries. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: Life - Technical Credit #: AIC# 59616 Accrediting Provinces:![]() |
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Ethics in the Insurance Industry - Part 3 (LA0DCOILSCTXT0216) | $ 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. Lesson 1: The Problems of the Professional describe some of the difficulties inherent in working as a professional, including liability, and describe some solutions to the financial difficulties unique to professionals, such as compressed earning periods and taxation considerations. Lesson 2: Ethics in the 21st Century Knowledge Workplace describes changes to management and employee expectations that have come about with the shift to the new Knowledge Workplace. Important management lessons and theories are also presented. Lesson 3: Why Managers and Organizations Fail explains the challenges manager's can face, and how to overcome them to help the organization successfully transition to this new business model, stressing the importance of adaptation. Lesson 4: Anatomy of an Ethical Manager explains the role of the manager in helping his/her organization to successfully transition to this new workplace management model. Mangers must be supportive of their agents, learning to integrate, communicate, and be flexible. Lesson 5: The Organization's "Moral Imperative" - Leadership & Communications in the Knowledge Workplace describes the role that communication has played throughout our history and explains the benefits of effective communications in the new knowledge workplace. This lesson describes some of the problems that poor communication skills can cause in the workplace, and explains the need for all people in an organization to learn to communicate effectively. Lesson 6: contains the final quiz for this course. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: 4 Life/A&S - Technical / 4 FP - Practice Management / 1 SK Approved Ethics - Life/A&S Credit #: MB13925 Accrediting Provinces:![]() ![]() ![]() ![]() |
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Group RPPs and Disability Income Insurance (LA07COILSCTXT1219) | $ 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: FP - Financial Planning / Life/A&S-Technical (Alberta - A&S Only) Credit #: AIC#59905; MB12585 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Guidance on Fair Treatment of Customers (LA01COILSCTXT0420) | $ 110.00 | ||
Lesson 1 of The New Guidance on Fair Treatment of Customers addresses the creation of the Guidance document, its purpose and scope, as well as an explanation of the document’s impact on five key areas of the industry’s activity. Lesson 2 of the course deals with the Customer Outcomes the industry hopes to achieve, as well as the specific attitudes and practices on the part of industry representatives which will accomplish these goals. There are twelve distinct outcomes articulated and for each of these outcomes there are behaviors which can be observed and monitored. Successful participants of the course will:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: Life/A&S - Technical / General/Adjuster Credit #: MB34143; AIC55509 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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How do they get that Price? Employee Benefit Pricing (QG09) | $ 110.00 | ||
How the price for Employee Benefits is reached. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - A&S Only) Credit #: AIC#60421; MB 10670 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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How Group Insurance Plans Work (LA02COILSCTXT1219) | $ 110.00 | ||
This course covers the following:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - A&S Only) Credit #: AIC#60422; MB12584 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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How Life Insurance Premiums are Determined (IQHCO0815ILSCL000815) | $ 110.00 | ||
This course covers the following topics:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60423; MB12579 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Individual Disability Income Insurance and Related Policies (LA01COILSCTXT0518) | $ 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: Life/A&S-Technical (Alberta - A&S Only) Credit #: AIC#60424; MB#30085 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Innovative Group Benefit Plans (QG08) | $ 110.00 | ||
Reasons and modern trends in Employee Benefits Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - A&S Only) Credit #: AIC#60425; MB 10671 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Introduction to Cyber Risks for Insurance Industry Professionals (LA0ACOILSCTXT0716) | $ 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: General/Adjuster - Technical / Life/A&S - Technical Credit #: AIC 56201, MB 39301 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Introduction to Economics (LA02COILSCTXT1120) | $ 110.00 | ||
Day-to-day business operations all over the world follow similar patterns and those patterns are economic in nature. Buying, selling, investing, profits and losses - these are all tied to economic forces. We cannot expect to operate in a business climate without at least a fundamental knowledge of economics. Insurance professionals, in particular, need to understand those economic forces and the particular structures and strategies by which they are represented in the Canadian business context. The purpose of this course is two-fold:
Insurance professionals, in particular, need to understand those economic forces and the particular structures and strategies by which they are represented in the Canadian business context. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 5 Credit Type: Life - Technical Credit #: AIC#55425 Accrediting Provinces:![]() |
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Introduction to Economics (A Life Development Course) - Part 1 (LA0ACOILSCTXT0915) | $ 110.00 | ||
In Part One of this two-part course, we will focus our discussion on the basics of economic theory and practice. Topics to be discussed in this course include:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S - Technical Credit #: MB7073 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Introduction to Errors and Omissions Exposures Insurance for Life A and S Agents (JKACO1013ILSCLAS1013) | $ 110.00 | ||
Also known as Professional Liability Insurance, is designed to cover the errors and omissions of Life Insurance Agents and their associates. It protects against claims for financial losses stemming from negligence. According to recent statistics, one in seven (14%) people selling insurance will be successfully sued for an E & O claim. Therefore, it is essential that we be aware of the E & O exposure and that we take the steps necessary to prevent or, at least, control E & O claims. Access Duration from the Date of Purchase: 3 Month(s) Credit Hours: 1 Credit Type: FP - Financial Planning / Life/A&S - Technical Credit #: AIC#59906; MB# 21286 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Introduction to Travel Insurance Life and Body Protection Coverage (LA0ACOILSCTXT0516) | $ 110.00 | ||
The course provides an overview of the various forms of protection that fall under the heading of Travel Insurance Life and Body Protection Coverage. Topics include:
Lessons: Accidental Death and Dismemberment Coverage (AD&D) Flight Accident Coverage Security and Political Evacuation Coverage Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: Life/A&S-Technical (Alberta - A&S Only) Credit #: AIC#60426; MB# 26530 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Introduction to Travel Insurance Medical and Dental Coverage (LA0BCOILSCTXT0516) | $ 110.00 | ||
This course is designed for those needing to understand, or refresh their knowledge of the medical and dental coverage for those traveling. Topics include:
Lesson A: Lesson B: Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: Life/A&S-Technical (Alberta - A&S Only) Credit #: AIC#60427; MB# 26531 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Investing in a Corporate Social Responsibility Framework (LA01COILSCTXT01217) | $ 110.00 | ||
This course will scope the current landscape of �social-based� investing including a review of the collaborations, organizations, and trendsetters in this industry. In addition to discussing the history of Responsible Investing, it will also review case studies and topics on corporate governance, environmental sustainability, and corporate responsibility today. Topics include:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60428; MB 27162 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Investing with ETFs (LA04COILSCTXT0120) | $ 110.00 | ||
This course will define what an ETF is (Exchange Traded Fund) and help you understand the difference between a passive and active ETF. At the end of the course you will be able to explain how a client’s money is invested in an ETF, when an ETF is an appropriate investment option, and the risks of investing in ETFs. You will develop an understanding of the main differences (tax implications, guarantees, structure) between an ETF and segregated and mutual funds and become aware of some of the innovations in the ETF space. Course Outline:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60429; MB33761 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Investment Management - Concepts and Practices (LA02COILSCTXT1220) | $ 110.00 | ||
Many Canadians (as many as 65% of working people) are not covered by Registered Pension Plans with employers. Even those who are, will receive somewhere between 30 to 60 percent of their former wage. Experts tell us that to maintain one’s lifestyle into retirement will require about 75% of that former wage. The purpose of this course is to increase the knowledge and skills of participants regarding investment theory and practice. It aims to fulfill this purpose, by first presenting the underlying concepts of wealth accumulation and wealth management, and further, by demonstrating the variety and types of financial instruments available to investors. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: Life - Technical Credit #: AIC#55617 Accrediting Provinces:![]() |
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Investment Management and Your Client - Part 1 (LA01COILSCTXT0120) | $ 110.00 | ||
Learning Objectives: The objectives of Lessons 1-3 are to:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S - Technical Credit #: MB11465 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Investment Management and Your Client - Part 2 (LA02COILSCTXT0120) | $ 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: FP - Financial Planning / Life/A&S - Technical Credit #: MB11466 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Life Agent Development - The Foundation (LA01COILSCTXT1220) | $ 110.00 | ||
Life insurance is a highly nuanced field of products and services. Clients put a great deal of trust in insurance professionals to give them skilled guidance and accurate information as they attempt to navigate the complexities of planning their financial security. This comprehensive course covers the life insurance field with definitions, explanations, calculations, and detailed descriptions of all the various products and services associated with it. It emphasizes throughout, the knowledge, skills and attitudes that must be mastered by agents who hope gain success within this sector of the insurance industry. This course initiates agents into the underlying concepts of life insurance and then instills in them the importance of this industry to the security and well-being of the general public. As the name of this course suggests, its primary purpose is to develop agents by providing them with the skills and the commitment agents require to understand their clients’ needs. It emphasizes how knowledge of the products and services available, prepares them to identify solutions to meet client needs. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 6 Credit Type: Life - Technical Credit #: AIC#55328 Accrediting Provinces:![]() |
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Life Agent Development - The Foundation - Part 1 (L00CCOILSCTXT0915) | $ 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: FP - Financial Planning / Life/A&S - Technical Credit #: MB12558 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Life Agent Development - The Foundation - Part 2 (L00ACOILSCTXT1015) | $ 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: FP - Financial Planning / Life/A&S - Technical Credit #: MB12559 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Life Agent Development Course Retirement Planning (LA01COILSCTXT1119) | $ 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: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60432; MB3216 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Life Agent Development Program - Economics - Part 2 (IQJCO0815ILSCL000815) | $ 110.00 | ||
In Part Two of this two-part course, we will focus on how we can help our clients achieve their financial goals. As financial planners, it is important that we have a working knowledge of the investment strategies required as well as a comprehensive knowledge of the various investment products available. In this course, we will look at the area of investments under the following headings:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S - Technical Credit #: MB3149 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Life Agent Development Program - Financial and Estate Planning (IQQCO0815ILSCL000815) | $ 110.00 | ||
The information in this course is aimed to educate agents about the Financial and Estate Planning Process. In this course, we will look at the Financial and Estate Planning Process under the following headings:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60433; MB3150 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Life Agent Development Program - Money management - Part 1 (L00ACOILSCTXT0915) | $ 110.00 | ||
In this course, we will look at cash flow management, budgets and how to use credit wisely, under the following headings:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60434; MB3253 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Life Agent Development Program - Money management - Part 2 (L00BCOILSCTXT0915) | $ 110.00 | ||
The information in Part Two of this two-part course is designed to educate agents about personal and professional money management. In this course, we will look at personal use assets (homes and automobiles), financing education and management of personal income and expenditures, under the following headings:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60435; MB3154 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Life Agent Development Program - Taxation (IQRCO0815ILSCL000815) | $ 110.00 | ||
The information in this course is aimed to educate agents on basic principals of taxation. In this course, we will look at income and income sources, tax treatment, credits and other topics under the following headings:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60436; MB3152 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Life Insurance - The Underwriting Process (LA03COILSCTXT1219) | $ 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: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60437; MB12562 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Life Insurance Dividends and Policy Riders (IQCCO0615ILSCL000615) | $ 110.00 | ||
This course covers topics such as:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60438; MB12582 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Manitoba - An insurance Professional's Regulatory Responsibilities (LA0ACOILSCTXT0916) | $ 110.00 | ||
This 4 Module course is a comprehensive look at: Insurance Council Regulation; Insurance General Matters Regulation; Classes of Insurance Regulation; Agent and Adjuster Regulation; and finishing up with a detailed look at the code of conduct for Life and A&S, General insurance agents and Adjusters. Because the course is in modules it can be approached by taking the modules independently or all at once. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 4 Credit Type: Life/A&S - Technical Credit #: MB 27087 Accrediting Provinces:![]() |
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Money Laundering Course for Life Insurance Companies and Agents (LA0ACOILSCTXT1015) | $ 110.00 | ||
Recently, lawmakers around the world have acted to curtail money laundering activities. Money-laundering has been shown to promote criminal behaviour and finance terrorist initiatives. This course provides:
The new laws that have come into effect are discussed along with the duties and responsibilities they carry for the life insurance industry and its employees. FINTRAC, Canada's financial intelligence unit, is introduced along with its various mediums for communication with the insurance industry. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60439; MB8692 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Protecting Life Insurance Benefits from Creditors and Settlement Options for Beneficiaries (LA06COILSCTXT1219) | $ 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: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60440; MB12583 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Public and Private Pension Plans (LA01COILSCTXT1219) | $ 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: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60441; MB12586 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Retirement Success in Canada (LA01COILSCTXT0318) | $ 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: Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#59907; MB 29959 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Retirement, CPP/QPP and the Old Age Security (IQECO0615ILSCL000615) | $ 110.00 | ||
This course discusses the following:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60442; MB12587 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Role and Responsibilities in the Distribution of Life Insurance in BC (LA01COILSCTXT0522) | $ 110.00 | ||
The Insurance Council of BC has updated its guidance on expectations for life insurance agencies in the distribution of life insurance in British Columbia. The Guidelines for Life Insurance Agencies apply to all life and/or accident and sickness insurance agencies involved in the distribution of insurance, including, but not limited to those that hold MGA contracts with insurers. Nominees are expected to be aware of and familiarize themselves with this updated guidance. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: Life/A&S - Technical Accrediting Provinces:![]() |
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Rules for Converting a RRSP - Maturity Options - Part 1 (LA04COILSCTXT1219) | $ 110.00 | ||
Learning Objectives:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60443; MB13916 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Sales Management and Marketing (LA01COILSCTXT0717) | $ 110.00 | ||
The objective of this course is to provide you with knowledge on how to manage, maintain and increase sales to ultimately increase profits. Topic covered include:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: |
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Segregated Funds (QG03-V2) | $ 110.00 | ||
Course Description (video) � Interesting aspects of what a segregated fund is all about. Topics Include: Definition of a Segregated Fund, Types, Terminology, Regulations (CLHIA), Agent Requirements, Taxation, Seg Funds vs. Mutual Funds, etc. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60444; MB# 8623 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Small Business Healthcare (QG04-V2) | $ 110.00 | ||
Course Description(video)� A look at the taxation framework of health care and practical applications that can be implemented. Topics Include: Healthcare Taxation, History of Private Healthcare, Case Studies- which include: Supplements, Flex Plans & Health Plans, Short-term illness Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S-Technical (Alberta - A&S Only) Credit #: AIC#60445; MB8624 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Supplementary Unemployment Benefit Agreements (SUB) (QG05-V2) | $ 110.00 | ||
Course Description (video) � An obscure topic, but an interesting course for those wanting to work with owner - managers or in the group benefits arena. Topics Include: Current Context Overview, Programs, Terminology, Legislative Overview, Strategy Review, Case Examples, Practical Comments, etc. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life/A&S - Technical Credit #: MB8625 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Technology Trends in the Insurance Industry (LA01COILSCTXT0718) | $ 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: Life/A&S - Technical Credit #: MB#30088 Accrediting Provinces:![]() ![]() ![]() ![]() |
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Term and Permanent Life Insurance Explained (IQDCO0815ILSCL000815) | $ 110.00 | ||
Term Insurance
Permanent Insurance
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life - Technical Credit #: AIC#60446; MB12578 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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The Ethical Agent Part 1 (FPS1COILSCTXT0720) | $ 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. 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. Each scenario presented is then disected on how the situation links to the FP Standards of Professional Responsibility. FP Canada evaluated and approved as Professional Responsibility Continuing Education Credits. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Professional Responsibility Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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The Ethical Agent Part 2 (FPS2COILSCTXT0720) | $ 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. 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. Each scenario presented is then disected on how the situation links to the FP Standards of Professional Responsibility. FP Canada evaluated and approved as Professional Responsibility Continuing Education Credits. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Professional Responsibility Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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The Psychology of Employee Benefits (QG07) | $ 110.00 | ||
Why an employer would offer benefits to employees. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 1 Credit Type: 1 Life/A&S - Technical / 2 FP - Practice Management Credit #: MB 10672 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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The Role of Insurance in Estate Planning - Part 1 (IQCCO0715ILSCL000715) | $ 110.00 | ||
Objectives:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life - Technical Credit #: AIC#60447; MB7091 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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The Role of Insurance in Estate Planning - Part 2 (IQDCO0715ILSCL000715) | $ 110.00 | ||
Objectives:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 2 Credit Type: FP - Financial Planning / Life - Technical Credit #: AIC#60448; MB7092 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Traditional Uses of Life Insurance in Estate Planning (LA0ACOILSCTXT1115) | $ 110.00 | ||
There are many uses of life insurance in the market place today. In this course we will review the traditional uses of life insurance when the agent is involved in doing Estate Planning. Topics to be discussed include:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life - Technical Credit #: AIC#60449; MB10981 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Travel and Emergency Medical Insurance (LA02COILSCTXT0518) | $ 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: A&S - Technical Credit #: AIC#60450; MB#30083 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Understanding Canadian Registered Savings Plans (LA01COILSCTXT0918) | $ 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: Life/A&S-Technical (Alberta - Life Only) Credit #: AIC#60451; MB30871 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Understanding Registered Education Savings Plans and How They Work (LA02COILSCTXT1019) | $ 110.00 | ||
In this course we will review the following:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life - Technical Credit #: AIC#60452; MB3268 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Understanding, Analyzing, and Interpreting Financial Statements (LA01COILSCTXT0218) | $ 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: Life - Technical Credit #: AIC#60453; MB #29899 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |
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Universal Life Insurance - Part 1 (LA03COILSCTXT0120) | $ 110.00 | ||
Over the last decade Universal Life, also referred to by life insurance agents and brokers as 'UL' insurance, has come to represent the largest growth sector in the life insurance industry. In this course, we will learn why it provides an attractive solution for many of our clients' life insurance needs. We will:
Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life - Technical Credit #: AIC#60454; MB3270 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() ![]() |
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Universal Life Insurance - Part 2 (LA01COILSCTXT1121) | $ 110.00 | ||
In Universal Life - Part 1, we examined the following areas of UL insurance:
In this course we will discuss:
Note: Throughout this seminar we will again use the initials 'UL' for Universal Life. Access Duration from the Date of Purchase: 6 Month(s) Credit Hours: 3 Credit Type: FP - Financial Planning / Life - Technical Credit #: AIC#60455; MB3271 Accrediting Provinces:![]() ![]() ![]() ![]() ![]() |