ProAdvice: Mandatory course in compliance (2019-2023)
In cases of mistreatment, conflict of interest, or client acquisition, would you have made the right decision? Take the ProAdvice course that suits your practice and discover that compliance is an ally for professional success.
Important: ProAdvice is the mandatory compliance course for the 2019-2023 cycle, which ended on November 30, 2023. Déonto Plus, the mandatory course for 2023-2027, is now available by clicking here.
Important: ProAdvice was the mandatory course in compliance of the Chambre de la sécurité financière from December 1, 2019 to November 30, 2023Learning 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 insuranceOffered in seven formulas, this one is for advisors in: Insurance of personsSpecificities: Duration: 3 hours. Must be completed from start to finish to obtain your PDUs (no exam). You can stop and go back to where you left off. Before adding this course to your shopping cart, please check all the other ProAdvice options available : 1 ProAdvice For professionals in mutual funds and scholarship plans (3 PDUs) 3 ProAdvice For professionals in group insurance (3 PDUs) 4 ProAdvice For professionals in insurance, mutual funds and scholarship plans (4 PDUs) 5 ProAdvice For professionals in insurance and group insurance (4 PDUs) 6 ProAdvice For professionals in group insurance, mutual funds and scholarship plans (4 PDUs) 7 ProAdvice For professionals in insurance, group insurance, mutual funds and scholarship plans (5 PDUs)
3 PDUs
3 PDUs in compliance
90 $
Member rate
Code: 52602L1AN
Important: ProAdvice was the mandatory course in compliance of the Chambre de la sécurité financière from December 1, 2019 to November 30, 2023Learning 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 formOffered in seven formulas, this one is for advisors in: Mutual funds Scholarship plansSpecificities: Duration: 3 hours. Must be completed from start to finish to obtain your PDUs (no exam). You can stop and go back to where you left off. Before adding this course to your shopping cart, please check all the other ProAdvice options available : 2 ProAdvice For professionals in insurance (3 PDUs) 3 ProAdvice For professionals in group insurance (3 PDUs) 4 ProAdvice For professionals in insurance, mutual funds and scholarship plans (4 PDUs) 5 ProAdvice For professionals in insurance and group insurance (4 PDUs) 6 ProAdvice For professionals in group insurance, mutual funds and scholarship plans (4 PDUs) 7 ProAdvice For professionals in insurance, group insurance, mutual funds and scholarship plans (5 PDUs)
3 PDUs
3 PDUs in compliance
90 $
Member rate
Code: 52603L1AN
Important: ProAdvice was the mandatory course in compliance of the Chambre de la sécurité financière from December 1, 2019 to November 30, 2023Learning 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 annuitiesOffered in seven formulas, this one is for advisors in: Group insurance of personsSpecificities: Duration: 3 hours. Must be completed from start to finish to obtain your PDUs (no exam). You can stop and go back to where you left off. Before adding this course to your shopping cart, please check all the other ProAdvice options available. Other options available: 1 ProAdvice For professionals in mutual funds and scholarship plans (3 PDUs) 2 ProAdvice For professionals in insurance (3 PDUs) 4 ProAdvice For professionals in insurance, mutual funds and scholarship plans (4 PDUs) 5 ProAdvice For professionals in insurance and group insurance (4 PDUs) 6 ProAdvice For professionals in group insurance, mutual funds and scholarship plans (4 PDUs) 7 ProAdvice For professionals in insurance, group insurance, mutual funds and scholarship plans (5 PDUs)
3 PDUs
3 PDUs in compliance
90 $
Member rate
Code: 52604L1AN
Important: ProAdvice was the mandatory course in compliance of the Chambre de la sécurité financière from December 1, 2019 to November 30, 2023Learning 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 formOffered in seven formulas, this one is for advisors in: Insurance of persons Mutual funds Scholarship plansSpecificities: Duration: 4 hours. Must be completed from start to finish to obtain your PDUs (no exam). You can stop and go back to where you left off. Before adding this course to your shopping cart, please check all the other ProAdvice options available. Other options available: 1 ProAdvice For professionals in mutual funds and scholarship plans (3 PDUs) 2 ProAdvice For professionals in insurance (3 PDUs) 3 ProAdvice For professionals in group insurance (3 PDUs) 5 ProAdvice For professionals in insurance and group insurance (4 PDUs) 6 ProAdvice For professionals in group insurance, mutual funds and scholarship plans (4 PDUs) 7 ProAdvice For professionals in insurance, group insurance, mutual funds and scholarship plans (5 PDUs)
4 PDUs
4 PDUs in compliance
120 $
Member rate
Code: 52605L1AN
Important: ProAdvice was the mandatory course in compliance of the Chambre de la sécurité financière from December 1, 2019 to November 30, 2023Learning 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 insuranceOffered in seven formulas, this one is for advisors in: Insurance of persons Group insurance of personsSpecificities: Duration: 4 hours. Must be completed from start to finish to obtain your PDUs (no exam). You can stop and go back to where you left off. Before adding this course to your shopping cart, please check all the other ProAdvice options available. Other options available: 1 ProAdvice For professionals in mutual funds and scholarship plans (3 PDUs) 2 ProAdvice For professionals in insurance (3 PDUs) 3 ProAdvice For professionals in group insurance (3 PDUs) 4 ProAdvice For professionals in insurance, mutual funds and scholarship plans (4 PDUs) 6 ProAdvice For professionals in group insurance, mutual funds and scholarship plans (4 PDUs) 7 ProAdvice For professionals in insurance, group insurance, mutual funds and scholarship plans (5 PDUs)
4 PDUs
4 PDUs in compliance
120 $
Member rate
Code: 52606L1AN
Important: ProAdvice was the mandatory course in compliance of the Chambre de la sécurité financière from December 1, 2019 to November 30, 2023Learning 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 formOffered in seven formulas, this one is for advisors in: Group insurance of persons Mutual funds Scholarship plansSpecificities: Duration: 4 hours. Must be completed from start to finish to obtain your PDUs (no exam). You can stop and go back to where you left off. Before adding this course to your shopping cart, please check all the other ProAdvice options available. Other options available: 1 ProAdvice For professionals in mutual funds and scholarship plans (3 PDUs) 2 ProAdvice For professionals in insurance (3 PDUs) 3 ProAdvice For professionals in group insurance (3 PDUs) 4 ProAdvice For professionals in insurance, mutual funds and scholarship plans (4 PDUs) 5 ProAdvice For professionals in insurance and group insurance (4 PDUs) 7 ProAdvice For professionals in insurance, group insurance, mutual funds and scholarship plans (5 PDUs)
4 PDUs
4 PDUs in compliance
120 $
Member rate
Code: 52607L1AN
Important: ProAdvice was the mandatory course in compliance of the Chambre de la sécurité financière from December 1, 2019 to November 30, 2023Learning 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 formOffered in seven formulas, this one is for advisors in: Insurance of persons Group insurance of persons Mutual funds Scholarship plansSpecificities: Duration: 5 hours. Must be completed from start to finish to obtain your PDUs (no exam). You can stop and go back to where you left off. Before adding this course to your shopping cart, please check all the other ProAdvice options available. Other options available: 1 ProAdvice For professionals in mutual funds and scholarship plans (3 PDUs) 2 ProAdvice For professionals in insurance (3 PDUs) 3 ProAdvice For professionals in group insurance (3 PDUs) 4 ProAdvice For professionals in insurance, mutual funds and scholarship plans (4 PDUs) 5 ProAdvice For professionals in insurance and group insurance (4 PDUs) 6 ProAdvice For professionals in group insurance, mutual funds and scholarship plans (4 PDUs)
5 PDUs
5 PDUs in compliance
150 $
Member rate
Code: 52608L1AN
