Continuing education courses

The protection of consumers of financial products and services unquestionably requires the continuous improvement of the professional practice of advisors, CSF members.

We offer you a catalogue our CE courses.

Featured CE courses

English CE course

Helping your clients understand the legal implications of a contract is a sign of professionalism. When you recommend insurance of persons products and services to your clients, you need to understand the technical and legal aspects of these products and services. This applies to both life insurance and accident or sickness insurance. This CE activity addresses the characteristics of individual insurance contracts, including general legal concepts, the obligations of the advisor and the insured, exclusions, the rules for designating a beneficiary, and the conditions under which a contract enters into effect. It will allow you to gain a solid understanding of the rules and conditions that govern insurance products. You’ll therefore be able to transmit this knowledge to your clients to help them understand what they are purchasing. This training activity will also address your obligations as well as your client’s obligations. This will help ensure every party complies with the rules governing the contract. This CE course is specifically for advisors in: Insurance of personsFeatures: Included in The Concepts in insurance of persons program* Online training activity including questions with feedback Duration: 1h15 Multiple-choice summative evaluation to be completed online Passing mark: 60% Prerequisite: none* It is not mandatory to follow this program to register for this CE course.

1 PDU

1 PDU in compliance

39 $

Member rate

Code: 57836L1AN

Code: 57836L1AN

Details

Compliance Compliance
English CE course

Over the past five years, the most common complaint in requests for investigations has been a representative’s failure to comply with the procedure to replace an insurance contract. With the help of concrete examples, find out which situations call for a replacement notice. This CE course is specifically for advisors in: Insurance of personsFeatures: Documentation and quiz with feedback Examples of situations Tools to support you in your practice (aslo available on InfoDéonto) Multiple-choice summative evaluation to be completed online Passing mark: 60% Prerequisite: none

4 PDUs

4 PDUs in compliance

0 $

Member rate

Code: 36006L1AN

Code: 36006L1AN

Details

Compliance Compliance
French CE course New

Plongez au cœur des mécanismes qui façonnent le prix des médicaments et anticipez les tendances de demainCe webinaire explore les facteurs influençant les coûts des médicaments. Nous aborderons des sujets tels que : les tendances du marché pharmaceutique, les biosimilaires, les médicaments émergents et les négociations entre assureurs et compagnies pharmaceutiques. Vous acquerrez des connaissances essentielles pour comprendre les dynamiques économiques et anticiper les évolutions futures. Ce webinaire est animé par madame Gabrielle Côté, Pharmacienne dans le secteur de l’assurance collective à Beneva, madame Marie-Hélène Dugal, responsable nationale gestion stratégique des médicaments à Croix Bleu Médavie et monsieur Frederic Leblanc, leader stratégique, programmes de médicament à IA Group. Cette formation s’adresse tout particulièrement aux membres exerçant en : Assurance de collective personnesImportant : • Vous ne pouvez pas vous inscrire à cette formation si vous avez assisté à la conférence en direct du 27 février 2025. Caractéristiques : Formation asynchrone Durée approximative : 1 heure Questionnaire d’évaluation à choix multiples Note de passage : 60 % Prérequis : aucun

1 PDU

1 PDU in group insurance of persons

39 $

Member rate

Code: 66304L1FR

Code: 66304L1FR

Details

Group insurance of persons

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English CE course

Anticipating the consequences of a death is a big responsibility. Determine the value of your clients’ human capital to help define their life insurance needs, whether they are personal or professional. Study the guiding principles that govern inheritance and the tax laws that apply during life and at death. This CE course is specifically for advisors in: Insurance of personsFeatures: Included in The Concepts in insurance of persons program* Online training activity including questions with feedback and tools Duration: 6 hours Multiple-choice summative evaluation to be completed online Passing mark: 60% Prerequisite: none* It is not mandatory to follow this program to register for this CE course.

6 PDUs

6 PDUs in insurance of persons

234 $

Member rate

Code: 27273L2AN

Code: 27273L2AN

Details

Insurance of persons