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  • $64.95
    5 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 ...

  • $64.95
    5 Credits
    Ongoing Activity

    Estate Planning for Retirees

    CLIFE Inc.

    Estate Planning for Retirees gives you in-depth information you can use to help your retired or retiring clients plan their estates. It provides a wealth of no-nonsense detail about plans that must be ...

  • $39.95
    3 Credits
    Ongoing Activity

    Probate Planning

    CLIFE Inc.

    Probate Planning explains the probate process and provides ideas for planning opportunities that can reduce probate. This is must-know information to advise clients in all provinces in which a probate ...

  • N/A
    1 Credits
    Ongoing Activity

    Mastering the Life Insurance Sales Process

    CLIFE Inc.

    Provincial regulators are taking note. Advisor sales practices must comply with needs’ assessment and requirements for product recommendations. Be ready if you are challenged: take Mastering the Life ...

  • $19.95
    1 Credits
    Ongoing Activity

    Understanding Privacy

    CLIFE Inc.

    Provides key information about privacy principles and practices. You will learn about legislation, the need for privacy, and how to adopt practices for your business. You will come away with a better ...

  • $19.95
    1 Credits
    Ongoing Activity

    Act on Money Laundering

    CLIFE Inc.

    Reporting suspicious transactions is your responsibility and that of the companies you with which you work. Understand what makes a transaction --- attempted or completed --- a cause for suspicion and ...

  • $64.95
    5 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
    6 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 ...

  • $79.95
    7 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 ...

  • $79.95
    7 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
    6 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
    1 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
    2 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 ...

  • $29.95
    2 Credits
    Ongoing Activity

    The OAS Balancing Act: Receiving and Retaining the Pension

    CLIFE Inc.

    This course addresses the questions, issues and decision points relating to the OAS pension. How can an individual hold on to the pension and not see it clawed back? When is the best time to start, 65 ...

  • $79.95
    7 Credits
    Ongoing Activity

    Countdown to Retirement

    CLIFE Inc.

    This course looks at retirement planning and objectives for the five years leading up to retirement. This course describes a plan of action for the five years leading up to retirement. It addresses ...

Showing 1 - 15 of 27 total records