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8-Bundle: ProEthics+++ (Insurance, Group savings/SPB and Group insurance) / 6 PDU

2015-2019 Mandatory course

This interactive online training activity includes audio narration, interviews, scenarios, and questions that will provide a stimulating and enriching experience. You will discover various resources including useful links, recommendations for related training activities, as well as myriad practical tools available on the CSF’s website.

See the 7 other bundles available (you must choose only one package, the one most relevant to your practice):

PROETHICS+++ (INSURANCE, GROUP SAVINGS/SCHOLARSHIP PLANS AND GROUP INSURANCE) - 6 PDU

Specific objectives

  • Understand the new regulations or regulatory changes relevant to your practice.
  • Review the ethical obligations you have toward your clients, the public, the profession, and other financial service professionals.
  • Identify the regulations that you must comply with and the behaviour you must avoid in the context of business development or promotion of services and financial products.
  • Adopt the best practices when it comes to your relationship with your clients in order to foster consumer trust in the profession.

Topics covered

Social Media, competence, protection of personal information in the digital age, overall knowledge (know your client, investor profile and KYC update), ageing clients, signature, financial needs analysis (FNA), notice of replacement, client-advisor relationship, mandate for group insurance of persons, demystifying the group insurance FNA, group insurance plan recommendations.

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Code: 38567L1AN

PDU distribution:

6 PDU in compliance

Language: English

Member's price: $ 100.00

Non-member's price: : $ 150.00

IQPF information

IQPF code: IQPF18-09-0018-G

IQPF UFC count : 6

NP : 6

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