ProAdvice For professionals in insurance, group insurance, mutual funds and scholarship plans

Important: ProAdvice was the mandatory course in compliance of the Chambre de la sécurité financière from December 1, 2019 to November 30, 2023

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

Offered in seven formulas, this one is for advisors in:  

• Insurance of persons
• Group insurance of persons
• Mutual funds
• Scholarship plans

Specificities:

• 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)