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ProAdvice is the perfect match between professional advice and consumer protection. The training is based on real-life cases of our members, and offers a stimulating interactive journey, punctuated by scenarios and expert interviews, which raises many questions, but above all, offers a wealth of answers.

In a situation of abuse, conflict of interest or client purchase, would you have had the right reflex? Take the right ProAdvice course for your practice now and discover that compliance is an ally to professional success.

ProAdvice 1 | For professionals in mutual funds and scholarship plans | 3 PDUs | $70

Learning objectives:

  • Ensure confidentiality and act in the clients’ interest when buying or selling a book of business and in file maintenance.
  • Identify conflicts of interest when giving or receiving a gift and if you have another occupation.
  • Learn how to properly serve a vulnerable or elder client.
  • Learn the importance of adequately informing your clients.
  • Understand the interrelations of the funds making up a portfolio.

Topics covered:

  • Book of business sales
  • File maintenance
  • Conflicts of interest
  • Aging clientele
  • Financial literacy
  • Suitability
  • Signing a blank form

Buy

ProAdvice 2 | For professionals in insurance | 3 PDUs | $70

Learning objectives:

  • Ensure confidentiality and act in the clients’ interest when buying or selling a book of business and in file maintenance.
  • Identify conflicts of interest when giving or receiving a gift and if you have another occupation.
  • Learn how to properly serve a vulnerable or elder client.
  • Learn the importance of adequately informing your clients.
  • Deal with the insurance needs of a business’s key person.

Topics covered:

  • Book of business sales
  • File maintenance
  • Conflicts of interest
  • Aging clientele
  • Financial literacy
  • Key person insurance
  • Entry into effect of insurance

Buy

ProAdvice 3 | For professionals in group insurance | 3 PDUs | $70

Learning objectives:

  • Ensure confidentiality and act in the clients’ interest when buying or selling a book of business and in file maintenance.
  • Identify conflicts of interest when giving or receiving a gift and if you have another occupation.
  • Learn the importance of adequately informing your clients.
  • Avoid the pitfalls that come with a lack of knowledge of insurance products and group annuities.

Topics covered:

  • Book of business sales
  • File maintenance
  • Conflicts of interest
  • Financial literacy
  • Group insurance and annuities

Buy

ProAdvice 4 | For professionals in insurance, mutual funds and scholarship plans | 4 PDUs | $80

Learning objectives:

  • Ensure confidentiality and act in the clients’ interest when buying or selling a book of business and in file maintenance.
  • Identify conflicts of interest when giving or receiving a gift and if you have another occupation.
  • Learn how to properly serve a vulnerable or elder client.
  • Learn the importance of adequately informing your clients.
  • Deal with the insurance needs of a business’s key person.
  • Understand the interrelations of the funds making up a portfolio.

Topics covered:

  • Book of business sales
  • File maintenance
  • Conflicts of interest
  • Aging clientele
  • Financial literacy
  • Key person insurance
  • Entry into effect of insurance
  • Suitability
  • Signing a blank form

Buy

ProAdvice 5 | For professionals in insurance and group insurance | 4 PDUs | $80

Learning objectives:

  • Ensure confidentiality and act in the clients’ interest when buying or selling a book of business and in file maintenance.
  • Identify conflicts of interest when giving or receiving a gift and if you have another occupation.
  • Learn how to properly serve a vulnerable or elder client.
  • Learn the importance of adequately informing your clients.
  • Avoid the pitfalls that come with a lack of knowledge of insurance products and group annuities.
  • Deal with the insurance needs of a business’s key person.

Topics covered:

  • Book of business sales
  • File maintenance
  • Conflicts of interest
  • Aging clientele
  • Financial literacy
  • Entry into effect of insurance
  • Group insurance and annuities
  • Key person insurance

Buy

ProAdvice 6 | For professionals in group insurance, mutual funds and scholarship plans | 4 PDUs | $80

Learning objectives:

  • Ensure confidentiality and act in the clients’ interest when buying or selling a book of business and in file maintenance.
  • Identify conflicts of interest when giving or receiving a gift and if you have another occupation.
  • Learn how to properly serve a vulnerable or elder client.
  • Learn the importance of adequately informing your clients.
  • Avoid the pitfalls that come with a lack of knowledge of insurance products and group annuities.
  • Understand the interrelations of the funds making up a portfolio.

Topics covered:

  • Book of business sales
  • File maintenance
  • Conflicts of interest
  • Aging clientele
  • Financial literacy
  • Group insurance and annuities
  • Suitability
  • Signing a blank form

Buy

ProAdvice 7 | For professionals in insurance, group insurance, mutual funds and scholarship plans | 5 PDUs | $90

Learning objectives:

  • Ensure confidentiality and act in the clients’ interest when buying or selling a book of business and in file maintenance.
  • Identify conflicts of interest when giving or receiving a gift and if you have another occupation.
  • Learn how to properly serve a vulnerable or elder client.
  • Learn the importance of adequately informing your clients.
  • Avoid the pitfalls that come with a lack of knowledge of insurance products and group annuities.
  • Deal with the insurance needs of a business’s key person.
  • Understand the interrelations of the funds making up a portfolio.

Topics covered:

  • Book of business sales
  • File maintenance
  • Conflicts of interest
  • Aging clientele
  • Financial literacy
  • Group insurance and annuities
  • Key person insurance
  • Entry into effect of insurance
  • Suitability
  • Signing a blank form

Buy

Select a subject to view the activities offered to members.


All Trainings
Titles Code Type PDU Language Member's price Add
1 ProAdvice For professionals in mutual funds and scholarship plans (3 PDUs) 52603L1AN Online

PDU divided by subject

  • 3 PDU in compliance
English 70 $
2 ProAdvice For professionals in insurance (3 PDUs) 52602L1AN Online

PDU divided by subject

  • 3 PDU in compliance
English 70 $
3 ProAdvice For professionals in group insurance (3 PDUs) 52604L1AN Online

PDU divided by subject

  • 3 PDU in compliance
English 70 $
4 ProAdvice For professionals in insurance, mutual funds and scholarship plans (4 PDUs) 52605L1AN Online

PDU divided by subject

  • 4 PDU in compliance
English 80 $
5 ProAdvice For professionals in insurance and group insurance (4 PDUs) 52606L1AN Online

PDU divided by subject

  • 4 PDU in compliance
English 80 $
6 ProAdvice For professionals in group insurance, mutual funds and scholarship plans (4 PDUs) 52607L1AN Online

PDU divided by subject

  • 4 PDU in compliance
English 80 $
7 ProAdvice For professionals in insurance, group insurance, mutual funds and scholarship plans (5 PDUs) 52608L1AN Online

PDU divided by subject

  • 5 PDU in compliance
English 90 $
Being Compliant: a Reality Through Three Advisors 18653L2AN Online

PDU divided by subject

  • 3 PDU in compliance
English 81 $
Day-to-day administration of group insurance 39589L1AN Online

PDU divided by subject

  • 2 PDU in group insurance of persons
English 54 $
Demystifying the notice of replacement 36006L1AN Online

PDU divided by subject

  • 4 PDU in compliance
English 108 $
Intergenerational wealth transfer 23158L2AN Online

PDU divided by subject

  • 2 PDU in insurance of persons
  • 3 PDU in compliance
English 135 $
Leveraging: advantages, drawbacks and when to recommend it to your client 23906L2AN Online

PDU divided by subject

  • 1 PDU in group savings plan brokerage
  • 3 PDU in compliance
English 108 $
Life insurance needs analysis 27273L2AN Online

PDU divided by subject

  • 6 PDU in insurance of persons
English 162 $
Life insurance products 27644L2AN Online

PDU divided by subject

  • 1 PDU in group insurance of persons
  • 3 PDU in insurance of persons
English 108 $
ProEthics 1 (mutual funds and scholarship plans) 3 PDUs 38561L1AN Online

PDU divided by subject

  • 3 PDU in compliance
English 81 $
ProEthics 2 (insurance of persons) 3 PDUs 38560L1AN Online

PDU divided by subject

  • 3 PDU in compliance
English 81 $
ProEthics 3 (group insurance) 3 PDUs 38562L1AN Online

PDU divided by subject

  • 3 PDU in compliance
English 81 $
ProEthics 4 (mutual funds and scholarship plans) 4 PDUs 38564L1AN Online

PDU divided by subject

  • 4 PDU in compliance
English 108 $
ProEthics 5 (insurance of persons) 4 PDUs 38563L1AN Online

PDU divided by subject

  • 4 PDU in compliance
English 108 $
ProEthics 6 (insurance of persons, mutual funds and scholarship plans) 5 PDUs 38565L1AN Online

PDU divided by subject

  • 5 PDU in compliance
English 135 $
ProEthics 7 (insurance of persons and group insurance) 5 PDUs 38566L1AN Online

PDU divided by subject

  • 5 PDU in compliance
English 135 $
ProEthics 8 (insurance of persons, group insurance, mutual funds and scholarship plans) 6 PDUs 38567L1AN Online

PDU divided by subject

  • 6 PDU in compliance
English 162 $
Savings needs analysis 28036L3AN Online

PDU divided by subject

  • 4 PDU in group savings plan brokerage
  • 1 PDU in compliance
English 135 $
Savings products 28200L2AN Online

PDU divided by subject

  • 5 PDU in group savings plan brokerage
English 135 $
Similar but different: segregated funds and mutual funds 39775L1AN Online

PDU divided by subject

  • 1 PDU in insurance of persons
  • 1 PDU in compliance
  • 1 PDU in group savings plan brokerage
English 81 $
The ins and outs of the RESP 06251L4AN Online

PDU divided by subject

  • 6 PDU in scholarship plan brokerage
English 162 $
The ins and outs of the TFSA 25751L2AN Online

PDU divided by subject

  • 2 PDU in group savings plan brokerage
  • 2 PDU in compliance
English 108 $
The RREGOP : learning more to help clients to make the right choices 20751L2AN Online

PDU divided by subject

  • 3 PDU in group insurance of persons
English 81 $
Voluntary retirement savings plan (VRSP): getting the facts to provide informed advice 32140L2AN Online

PDU divided by subject

  • 1 PDU in group insurance of persons
  • 1 PDU in compliance
English 54 $
What is creditor group insurance? 22304L4AN Online

PDU divided by subject

  • 2 PDU in group insurance of persons
  • 1 PDU in compliance
English 81 $

Please take note that some of the activities will give PDUs in more than one subject. To know exactly how many PDUs an activity provides, you may hover your mouse over the link in the PDU column or click on the activity’s individual profile.

Recognized Activities' Directory

The Chambre de la sécurité financière provides the listings for information purposes only and cannot give you any details. Only the training activities for which the provider authorizes the publication on our website will be posted in the directory. For more information or to register for a listed activity, please contact the provider directly.