Professional guidelines for the financial security advisor

Because you are the professional your clients need to trust.

By understanding the Chambre’s mission and structure, you’ll be able to learn more about the advantages of having a self-regulatory organization govern representatives in insurance of persons such as yourself.

You’ll also learn how the regulatory and ethical requirements associated with financial needs analyses and the sale of products go hand in hand with your role as an advisor.

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This training activity is specifically for representatives in...

• Insurance of persons

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Features of this online training activity

• Training activity included in The Concepts in insurance of persons program*
• Documentation and quiz with feedback
• Duration: 2 hour
• Multiple choice questionnaire
• Passing grade: 60%
• Prerequisite: none

You might also like:

• Other training activities in The Concepts in insurance of persons program (some are available in French only)
• ProAdvice (52602-52608) – Mandatory course 2019-2023

* It is not mandatory to follow this program to register for this training.