8-Bundle: ProEthics+++ (Insurance, Group savings/SPB and Group insurance) / 6 PDU
Every day, you are reminded that the growth of your business and your professional success are inextricably tied to the satisfaction of your customers. Strictly adhering to the rules of your profession plays a large part in helping you achieve these objectives.
In order to support you in this endeavour, the CSF is proud to offer a course that will help you put into practice the ethical obligations that your status as a financial service professional and the importance of your role with the public require you to meet. The course will help you hone the skills you’ve acquired during the 2013-2015 mandatory course.
This 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):
- 3 PDU - ProEthics (group savings/scholarship)
- 3 PDU - ProEthics (insurance)
- 3 PDU - ProEthics (group insurance)
- 4 PDU - ProEthics+ (group savings/scholarship plans)
- 4 PDU - ProEthics+ (insurance)
- 5 PDU - ProEthics++ (insurance and group savings/scholarship plans)
- 5 PDU - ProEthics++ (insurance and group insurance)
PROETHICS+++ (INSURANCE, GROUP SAVINGS/SCHOLARSHIP PLANS AND GROUP INSURANCE) - 6 PDU
- 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.
- Social Media
- Protection of personal information in the digital age
- Overall knowledge 1: Know your client
- Overall knowledge 2: Investor profile
- Overall knowledge 3: KYC update
- Ageing clients
- 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
Features of this training activity
- Interactive online training
- Even though successfully completing this activity does not require a passing grade, a performance indicator will reveal the percentage of your correct answers in each module as you progress through the activity. This indicator’s purpose is to allow you to measure your level of knowledge in compliance and ethics. Moreover, your result is not made public to other members nor is it kept in your PDU record. Your attestation will be available when you complete the activity.
- The PDUs related to the CSF’s mandatory course on compliance ProEthics can only be awarded once during the two reference periods covered by the course, that is, between the launch of the training activity in November 2016 and the end of the current period on November 30, 2019.
To return to the bundle descriptions, click here
6 PDU in compliance
Member's price: $ 100.00
Non-member's price: : $ 150.00
IQPF code: IQPF18-09-0018-G
IQPF UFC count : 6
NP : 6