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  • $64.95
    Credits
    Ongoing Activity

    A Big Issue: Your Older and Aging Clients and Their Mental Capacity

    CLIFE Inc.

    A Big Issue addresses dementia and Alzheimer’s disease in the context of mental and financial capacity. Here’s what you need to know and how to prepare for the upcoming epidemic.  How will you ...

  • $69.95
    Credits
    Ongoing Activity

    Be the Better RRSP and TFSA Advisor

    CLIFE Inc.

    Think the market is saturated? Only one in four Canadians contribute to RRSPs. Many of those who contribute do not fully understand their plan, its options, and its requirements. This course provides ...

  • $24.95
    Credits
    Ongoing Activity

    Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice

    CLIFE Inc.

    As a CFP professional, you need a professional responsibility CE credit annually. This course provides that credit. The focus is on ethics but you’ll read background on the challenges seniors present ...

  • $79.95
    Credits
    Ongoing Activity

    Boom! Managing Sudden Wealth: Inheritance, Home Equity, Business Proceeds

    CLIFE Inc.

    Sudden wealth may be created by home equity, inheritance, death proceeds, and pension proceeds. Like the full-length version of the course, this overview edition covers much of the same ground in ...

  • $64.95
    Credits
    Ongoing Activity

    Be a Better Advisor This Year

    CLIFE Inc.

    This course provides simple steps you can take to be better at your job starting today. You get practical customer-focussed ideas that you can immediately use to benefit prospects, clients, and your ...

  • $19.95
    Credits
    Aurora

    Start the Responsible Investing (RI) Conversation

    CLIFE Inc.

    Responsible investing is a style of investing. It combines product knowledge in a unique and differentiated way with client needs. Think of RI as a sort of filter applied to investing. The filter ...

  • $39.95
    Credits
    Ongoing Activity

    Privacy Practices in the Financial Services

    CLIFE Inc.

    Privacy Practices in the Financial Services provides an overview of laws that protect privacy, and explores privacy issues for which many people are unprepared. Some of the subjects covered in the ...

  • $39.95
    Credits
    Ongoing Activity

    Basic Concepts of Canadian Life Insurance

    CLIFE Inc.

    Basic Concepts of Canadian Life Insurance is a review of life insurance terms as they relate to policy types, policy benefits, and policy provisions. It provides representatives with a single source ...

  • $34.95
    Credits
    Ongoing Activity

    The Financial Snapshot: Foundations for Insurance Planning

    CLIFE Inc.

    A financial snapshot is an overview of client financial information that gives the agent-advisor essential information on which to build recommendations and advice. In this Course, the advisor will ...

  • $19.95
    Credits
    Ongoing Activity

    Red Flags of Unethical Conduct: Case Studies Laid Open for Learning

    CLIFE Inc.

    This course focuses on ethical misdeeds by members of the financial services industry to illustrate how ethical principles can be overlooked in financial product sales and client service. Case ...

  • $74.95
    Credits
    Ongoing Activity

    Financial Fraud: How to Protect Yourself, Your Clients and Your Business from Financial Fraud

    CLIFE Inc.

    Financial fraud touches thousands of people every year with costs in the billions of dollars. It undermines the entire financial services industry. Knowledge of what fraud is and how fraudsters work ...

  • $79.95
    Credits
    Aurora

    Elders, Boomers, and XERs: Three Generations of Planning Opportunities

    CLIFE Inc.

    This comprehensive course provides an overview of attributes of three generations, Traditionalist, Boomer, and GenX, with additional details on the issues relevant to each generation. There’s a ton of ...

  • $69.95
    Credits
    Ongoing Activity

    Five Simple Financial Resolutions

    CLIFE Inc.

    This course provides essential workable resolutions to assist advisors to improve the financial health of their clients. These are five core, foundational resolutions, or goals, that can apply to ...

  • $24.95
    Credits
    Ongoing Activity

    Do Your Best: Professional Standards, Ethical Proficiency, and Principles for Conduct

    CLIFE Inc.

    Understand the fundamental nature of what “client first” means in client relationships; Review the Code of Ethics of the Financial Planning Standards Council; Gain understanding of how you---the ...

  • $29.95
    Credits
    Ongoing Activity

    The CPP Question: When to Start the Retirement Pension?

    CLIFE Inc.

    Choosing the right time to begin the CPP retirement pension can be a source of speculation and pain for advisors and their clients. This course will help answer the key questions: Start early at a ...

Showing 1 - 15 of 16 total records