This course provides a comprehensive description of the living benefits programs and products that address disability and health risks for individuals in personal and business situations.
This course provides a comprehensive description of the living benefits programs and products that address disability and health risks for individuals in personal and business situations.
Topics include the nature of the disability insurance risk, disability insurance policy provisions, head office product design and pricing, and special risk products for disability insurance.
The Institute for Advanced Financial Education (The Institute), provides a platform of standards and advanced knowledge through designation programs and accreditation services.
With over 5,000 CLU, CHS, CH.F.C., and PFA designates in good standing across Canada, The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate, Wealth Transfer, and Living Benefits.
Vision Statement:
To be a leading provider of education, designations and standards for professional financial services practitioners.
Relationship to TFAAC:
As a member of the TFAAC family prior to its incorporation, The Institute operated as the designation body/business unit of The Financial Advisors Association of Canada (TFAAC).
Focusing on setting standards for the designation and education world, The Institute serves as the enforcement body for The Institute and Advocis Code of Professional Conduct (CPC).
C11 provides an overview of the insurance landscape in Canada and serves as the initial building block of Chartered Insurance Professional (CIP) studies. If you are looking to start a career in insurance or to complement your work experience with insurance education, this course is ideal.
This training, recognized by the Financial Markets Authority, is aimed at people who wish to work in the field of damage insurance, whether for individuals or businesses. The training will prepare them to promote insurance products, analyze a risk and close a transaction.
The LLQP is an essential foundation on which to build insurance expertise as an agent, financial security advisor, financial planner, independent broker, or dual-licensed advisor.
A licensed property and casualty insurance broker deals with home, automobile and business insurance. An insurance broker works for the client and not the insurance company.
The Fundamentals of Insurance (FOI) is an approved pre-licensing course that satisfies the education requirements in NS, NB, PEI, NF, BC, SK, MB for a Level 1 general insurance license. We have been conducting this course since January 1995 and have maintained an excellent success rate.
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