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Savings products

Chambre de la sécurité financière
5 UFC

Because every client is unique, review the classics!

Debt securities, guaranteed investments, equity securities, or investment funds? Brush up on your knowledge of the nature, advantages, disadvantages, and level of risk associated with each of these products in order to achieve optimal asset allocation in line with your clients' profiles.


This CE course is specifically for representatives in:

  • Insurance of persons
  • Mutual funds
Please note: See which PDUs are recognized before registering.

Features 

  • Included in The Concepts in insurance of persons program*
  • Online training activity including questions with feedback
  • Duration: 5 hours
  • Multiple-choice summative evaluation to be completed online
  • Passing mark: 60%
  • Prerequisite: none

You might also like: 

  • Other CE activities in The Concepts in insurance of persons program (some are available in French only)

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

Informations IQPF