Training

7 ProAdvice For professionals in insurance, group insurance, mutual funds and scholarship plans - 5 PDU in CO

Chambre de la sécurité financière
5 PDU

NEW MANDATORY COURSE ON COMPLIANCE 2019-2023

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

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.
  • Must be completed before November 30, 2023.

Before adding this course to your shopping cart, please check all the other ProAdvice options available.

For this mandatory course, the CSF offers 7 different options tailored to the fields of expertise of professionals in insurance, group insurance, mutual funds and scholarship plans enabling you to obtain 3, 4 or 5 professional development units (PDU). You must obtain at least 3 PDUs. The excess PDUs from the 4- and 5-PDU options will be added to your conformity or general PDUs. You can only choose one of these options during this mandatory course period.

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)

Ces formules sont aussi disponibles aussi en français; voir ProConseil dans notre catalogue de formation.

IQPF information