Training School:
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Total 11 program(s)/course(s) available.
Accident & Sickness Licensing (Certificate) The Accident & Sickness Licensing Course is designed to help new advisors obtain their A&S license.
The course covers all the topics covered on the provincial licensing exam, including:
Agent Responsibilities
Professionalism
Legal Considerations
Underwriting and Claims
Accident & Sickness Products
Disability Insurance
Group Insurance
The course includes a textbook, study que......
Certified Financial PlannerThe Certified Financial Planner designation is widely recognized as the pre-eminent designation for financial services professionals in Canada.
This course is based on the Advocis (see www.advocis.ca) CFP program. There are a total of four modules. A complete syllabus for this course can be found at the Financial Planners Standards Council website at www.fpsccanada.org.
Business Career ......
Elder Planning Counselor (Certificate)Standard designation granting course for advisors who specialize in elder planning. Upon successfully completing the EPC course and examination, advisors will have the EPC desingation and become an EPC member.
Students will enhance their knowledge and understanding of the 50+ age demographic through education on topics focusing upon the evolving and specialized needs of Canadas citizen......
Financial Services Administrative Assistant (Certificate)Introduction and Vocabulary: An industry overview to provide a foundation for learning
Telephone Skills: Manners, etiquette, and scripting to provide a professional image
Business English: Readability, common grammar errors, keeping a positive tone, email etiquette
Industry Specific Scheduling: Use of an electronic daytimer, improving time management, client contact efficiency, email m......
LeveragingThe Leveraging Course was built in specific response to an industry need. Many advisors today use leveraging to help their clients achieve financial goals. This means that, whether you are encouraging your clients to use leverage or not, it is something that you are going to encounter.
This course specifically covers:
Know your client and Risk factors
Investment basics
Types of lev......
Life License Qualification (Certificate)Online LLQP Exam Prep, Case Studies, and Mock Exam
Paper-based Main Text
The LLQP certification exam
...
Mutual FundsThis two-day seminar is designed to assist in preparing students for the Investment Funds in Canada course. Both of the industry-standard mutual funds courses are covered.
Topics covered include:
Investments, including stocks, bonds, derivatives, and money market
Retirement planning
Personal taxation
Reading financial statements
Portfolio construction
History and evolution of m......
Personal Financial Planner (Certificate)The Personal Financial Planner course is designed specifically for those working in the banking industry.
This course starts with the basics of personal finance, and from there, moves into more advanced instruction of:
Investment Planning
Risk Management
Tax Planning
Estate Planning
...
Investment and Tax PlanningThe Personal Financial Planner program is the financial planning course designed for those employed in the banking industry.
Course 4 is a comprehensive study of investments and taxation. Topics covered include:
Investment Overview
Stocks, Bonds, Options, Money Market Instruments, and Derivatives
Investment Planning
Personal Taxation
Corporate Taxation
Taxation of Investments
...
Fundamentals of Personal FinanceAfter completing this course, participants will be able to:
· Build and maintain effective relationships with clients
· Prepare, analyse and understand personal financial statements
· Prepare a debt and cash management plan
· Use time value of money in financial calculations
· Understand and explain how macro and micro economic factors may influence per......
Risk Management & Estate PlanningAfter completing this course, participants will be able to:
· Assess and evaluate a client’s exposure to risk
· Inform clients on property, life, disability, health and critical illness insurance
· Explain the tax treatment of various forms of insurance
· Identify and explain to clients the circumstances around when personal trusts or estate freezes are an appr......
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