Credits| Business Owner Compensation This course explains how business owners get compensated and where life insurance, disability, health and dental benefits, along with insurance for assets and property fit into different types of businesses and business structures. This is a technical course suitable for all insurance types (course #ins123). Not approved in Alberta. | 1 |
| Structure of Group Benefits Plans This course discusses the overall structure of group insurance and group benefits plans. The course starts with an overview of the history of group benefits, then discusses parties involved in group benefits and some legal ramifications. Following the legal discussion, the taxation of group benefits are discussed, and finally, the course closes by looking at examples of typical group benefits policies, from the life component to drug benefits and so on. This is a technical course suitable for credit in all provinces (course code #ins122), and will be particularly useful for life insurance professionals. Pending approval by the AIC in Alberta and by RIBO for Ontario general insurance professionals. | 1 |
| Beneficiary Designations This technical course helps you understand Beneficiary Designations for all types of insurance, including Life, Accident and Sickness, Group Insurance IVICs/Seg Funds, Registered Plans, Pension Plans, Tax-Free Savings Accounts, and Wills. Approved for Life customers in all provinces except Alberta. Approved for General customers in all provinces except Alberta and Ontario where it is pending approval by the AIC and RIBO, respectively. Approved in Manitoba for General only as course # 17441. | 1 |
| Risk Management - An Introductory Course This course introduces Risk Management concepts to the insurance professional and explains the definition of risk, understanding loss, elements of risk control and how we finance risk. This is a great overview for the basis of insurance. This technical course is approved in all provinces for all licences except Ontario RIBO and Manitoba. Approved in Manitoba for General only as course # 17439. Not approved in Alberta. | 1 |
| Legal Ethics in the Insurance Industry This course covers legal ethics in the insurance industry. We define ethics and provide a brief overview of Agency Law and then discuss regulatory structures in Canada. The course also covers an overview of ethics for the insurance and financial industry, the ethics of marketing, ethics of selling, and financial integrity and investment powers. Finally, the course also discusses common claims against insurance agents and consumer protection. This technical course is approved in all provinces for all types of licences except Ontario RIBO, Alberta and Manitoba Life. Approved in Manitoba for General only as course # 17430. | 1 |
| Insurance General: Applying Insurance Concepts at Your Workplace (General, P&C version) This is a great course to learn about types and categories of risk, methods of managing risk, ACV, RC and many other insurance concepts and terms that you can apply daily at your workplace. This technical course is approved in all provinces for all types of licences except Ontario RIBO and Alberta. Approved in Manitoba for General only as course # 17422. | 1 |
| Law in Canada: Insurance (General, P&C version) This is a great primer on insurance law in Canada. Along with legal concepts, there will be legal definitions presented that are important to the insurance market as well as to other markets utilizing contracts. This technical course is approved in all provinces for all types of licences, except Alberta and Manitoba. Approved in Manitoba for General only as course # 17435. | 1 |
| Negligence: Insurance Terms and Definitions (General, P&C version) This course discusses common insurance legal terms that deal with Negligence. In less than an hour you will have an increased working knowledge of Torts, Negligence, Proximate Cause and many other important insurance terms. This technical course is approved in all provinces for all types of licences except Ontario RIBO and Alberta. | 1 |
| The Reasonable Man and Damages (General, P&C version) In The Reasonable Man and Damages", you will learn about torts, negligence, cause (both actual and proximate) and the various types of damages that can be awarded to resolve disputes of tort and negligence. As well, you will learn how various cases such as Donoghue v. Stevenson (1932), Blythe v. Birmingham (1856) and other cases up to 1990 have increased and clarified our view of what is a Reasonable Man in the courts. This technical course is approved in all provinces for all types of licences, except Manitoba and Alberta. Approved in Manitoba for General only as course # 17437. | 1 |
| Tort: Understanding Tort Law (General, P&C version) In Understanding Tort Law, you will cover basic legal concepts and the connection between Common Law and Tort Law. You will also learn about the seven types of Intentional Torts, Criminal Torts versus Intentional Torts as well look at several court studies showing the evolution of this legal concept in Insurance. This is a technical course approved in all provinces for all types of licences, except Manitoba and Alberta. Approved in Manitoba for General only as course # 17438. | 1 |
| Alternative Dispute Resolution: Keeping Insurance Claims Costs Down (General, P&C version) In this course you will learn how to keep insurance claims out of the courts through "Alternative Dispute Resolution". The role and responsibilities of the Mediator in Mediation will be examined as well as other forms of ADR. This technical course is approved in all provinces except Alberta and Manitoba Life, and for all types of licences. Approved in Manitoba for General only as course # 17432. | 1 |
| Common Law in Canada: Legal Basics & Insurance Contracts (General, P&C version) To understand insurance contracts it is important to understand some of the history, technical jargon and terms of the legal system. In this course you will see how the history of law over the past 2000 years relates to present day insurance practices. This technical course is approved in all provinces for all types of licences, except Alberta and Manitoba. Approved in Manitoba for General only as course # 17433. | 1 |
| Civil Law in Canada: Quebec Insurance Law Basics (General, P&C version) Learn about the similarities and differences we have with Quebec's insurance law and legal system; it might surprise you! This is a great course if any of your clients are travelling in or through or even relocating from La Belle Province! This technical course is approved in all provinces for all types of licences, except Alberta and Manitoba Life. Approved in Manitoba for General only as course # 17434. | 1 |
| Money Laundering and the Insurance Industry, Part 3 This is a legal course on Money Laundering for all insurance professionals that require CE Credit. It covers the technical requirements for disclosure to FINTRAC (the Financial Transactions and Reports Analysis Center of Canada), money laundering laws in Canada, and the role of "the Act," known as the PCMFTLA - Proceeds of Crime, Money Laundering and Terrorist Financing Act. This course includes over 40 different examples of how to detect money laundering among your clients. This technical course is approved in all provinces for all types of licences except Ontario RIBO and Alberta. In Manitoba approved for General only as course # 17427. A Three credit hours total. | 3 |
| Money Laundering and the Insurance Industry, Part 2 This is a legal course on Money Laundering for all insurance professionals that require CE Credit. It covers the technical requirements for disclosure to FINTRAC (the Financial Transactions and Reports Analysis Center of Canada), money laundering laws in Canada, and the role of "the Act," known as the PCMFTLA - Proceeds of Crime, Money Laundering and Terrorist Financing Act. This course includes over 40 different examples of how to detect money laundering among your clients. This technical course is approved in all provinces and for all types of licences except Ontario RIBO. Approved in Manitoba for General only as course # 17427. Not approved in Alberta. Three credit hours total. Part 2 of 3. Note: you must take all three hours to received credit for this course. | multi-part |
| Money Laundering and the Insurance Industry, Part 1 This is a legal course on Money Laundering for all insurance professionals that require CE Credit. It covers the technical requirements for disclosure to FINTRAC (the Financial Transactions and Reports Analysis Center of Canada), money laundering laws in Canada, and the role of "the Act," known as the PCMFTLA - Proceeds of Crime, Money Laundering and Terrorist Financing Act. This course includes over 40 different examples of how to detect money laundering among your clients. This technical course is approved in all provinces and for all license types except Ontario RIBO and Alberta. Approved in Manitoba for General only as course # 17427. Three credit hours total. Part 1 of 3. Note: you must take all three hours to received credit for this course. | multi-part |
| Understanding Balance: Giving Your Life Perspective Forty plus hours a week at work can offer you a living but it can't offer you a life! In addition to understanding balance, you will learn about three major obstacles that hinder your ability to have a more balanced life. Approved in Ontario for RIBO Personal. Not suitable for Ontario's FSCO, B.C., SK or AB users. Approved in Manitoba for General only as course # 17448. | 1 |
| Learning to Say No In Learning to Say No, you will discover why trying to do too much and not saying no can negatively impact your personal balance and professional productivity. You will also learn a number of strategies that can help you say no at the workplace. You will learn a number of communication concepts that will include a look at several common myths. You will also be presented specific communication sins or situations to avoid. In addition, you will learn some general principles of perception and active listening that you can apply to your interactions with both customers and colleagues. Approved in Ontario with RIBO Personal. Not approved for Ontario's FSCO, B.C., SK or AB users. Approved in Manitoba for General only as course # 17447. | 1 |
| Personal Productivity Strategies: Organize to Realize! Learn about the unique connection between communicating effectively with insureds and co-workers and enhancing your personal productivity. In this course, you will learn several tools to increase your productivity and concentration abilities. Approved in Ontario for RIBO Personal. Not approved for Ontario's FSCO, B.C., SK or AB users. Approved in Manitoba for General only as course # 174223. | 1 |
Managing Your Time:
Tips and Tools for Insurance ProfessionalsIf only insureds could give you a couple of uninterrupted hours of work time each day! Even though you can't control when insureds will call or stop by, you can learn how to better use your time. Learn about the significant role establishing priorities and goals plays in maximizing your time on a daily basis. Approved for Ontario's RIBO Personal as course #ins26. Not suitable for Ontario's FSCO, B.C., SK or AB users.Approved in Manitoba for General only as course # 17443. | 1 |
| Importance of Daily Planning: Take Control of Your Day. With insurance clients calling and stopping by, how can a person plan out a day? Learn how to improve your productivity and reduce workplace frustration and stress with several planning and scheduling strategies. In addition, learn how to eliminate a number of technological time wasters. Approved for Ontario's RIBO Personal as course#ins27. Not approved for Ontario's FSCO, B.C., SK or AB users. Approved in Manitoba for General only as course # 17444. | 1 |
| Maximizing Your Time at Work: Get More Out of Your Workday! Learn how to better spend your time in general by creating a comprehensive time management plan that will match your life goals. In addition, learn ways to manage the amount of information overload you receive at the workplace. Approved in Ontario for RIBO Personal as course #ins28. Not suitable for Ontario's FSCO, B.C., SK or AB users. Approved in Manitoba for General only as course # 17445. | 1 |
| Projecting Professionalism Strategies: Think Twice to Communicate Once Projecting a professional attitude is crucial when interacting with insureds and colleagues at the workplace. In this course you will learn strategies to improve your telephone skills, voice mail and email communications and you will be able to apply them immediately! Approved in Ontario with RIBO Personal. Not approved for Ontario's FSCO, B.C., SK or AB users. Approved in Manitoba for General only as course # 17446. | 1 |
| Exceptional Service: Setting the Bar Higher Take your insurance agency to the next level. Learn customer service concepts necessary to not only meet but also exceed customer expectations! In addition, you will learn several examples of ineffective or poor communication that impedes memorable customer service. Approved for Ontario's RIBO Management as course#ins30. Approved in Manitoba for General only as course # 17430. Not approved for Ontario's FSCO, B.C., SK or AB users. Approved in Manitoba for General only as course # 17449. | 1 |
Working Through Customer Problems: Embracing Their ConcernsClient needs analysis: it's much easier to retain an existing customer than to find a new one. Embrace insurance clients' concerns in an a way that will show superior service standards. In this course, you will learn several "use it today" tools and techniques that will help upset customers. This is a technical course approved in all provinces except Alberta, and for all types of licences. Approved in Manitoba for General only as course # 17428. | 1 |
| Enhancing Customer Relations: Keep Them Coming Back Looking for the cheapest way to increase your customer base? Improve your customer service! In this course you will learn time proven, frontline tools and considerations to develop a loyal customer base.Approved as course #ins32 for Ontario's RIBO Management. Approved in Manitoba for General only as course # 17431. Not approved for Ontario's FSCO, B.C., SK or AB. | 1 |
| Managing Your Stress: Taking Control at Home and the Workplace Revisit how you perceive stressful events and people at home and the workplace; stress can be a good thing! Are there a "couple of insureds" who manage to raise your blood pressure? Learn how to manage the many sources of stress in both your personal and professional life to create positive changes. Approved in Ontario as RIBO Personal. Not approved for Ontario's FSCO, BC, SK or AB users. Approved in Manitoba for General only as course # 17442. | 1 |
| Selling Fundamentals: Putting Good Business On The Books Business is all about the marketing - whether that be your ideas or a product. In an industry that depends on loss ratios for profitability, how can you find clients that will be good to put on the books? Learn about the sales process, prospecting and making organized and informed sales calls. Approved in Ontario for RIBO Personal. Approved in Manitoba for General only as course # 17424. Not suitable for Ontario's FSCO, B.C., SK or AB users. | 1 |
| Communicating with Employees In Communicating with Employees, you will revisit the importance of communicating effectively on a daily basis with employees and colleagues. The course will also highlight examples of poor communication to avoid at the workplace. You will also learn several important concepts to be mindful of when asking, receiving and / or giving feedback at the workplace. Also approved as course ID #ins92 in Ontario as RIBO Management. Approved in Manitoba for General only as course # 17426. Not suitable for Ontario's FSCO, B.C. or SK agents, also not approved in Alberta. | 1 |
