Credits| Alternative Dispute Resolution: Keeping Insurance Claims Costs Down (Life, A&S 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 for all types of licenses. | 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 |
| 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 |
| Civil Law in Canada: Quebec Insurance Law Basics (Life, A&S version) Civil Law in Canada: Quebec Insurance Law Basics (Life, A&S 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 except Saskatchewan and Alberta, and for all types of licences. Note that an identical course as a General and P&C version is also available. | 1 |
| Common Law in Canada: Legal Basics & Insurance Contracts (Life, A&S 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 except Alberta and for all types of licences. Note that a General and P&C version of this course is also available. | 1 |
Insurance General:
Applying Insurance Concepts at Your Workplace (Life, A&S 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. Note that a General and P&C version is also available. | 1 |
| Law in Canada: Insurance (Life, A&S 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 except Alberta and for all types of licences. Note there is also a General and P&C version available. | 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 |
| Long-Term Care Insurance This technical course discusses what long-term care insurance is, why it's an important part of financial planning, how to calculate costs and how to distinguish it from other types of insurance. We cover features and benefits, taxation, and the importance of financial planning and retirement planning. Approved for Life customers in all provinces except Alberta. | 1 |
| Medical Underwriting for Life Insurance This technical course is an introduction to medical underwriting, and discusses how premium rates are calculated according to risk classes, as well as the steps of the medical underwriting process. The course then concludes with a discussion of four post-issue underwriting issues that should be considered. Approved for Life customers in all provinces except Alberta. | 1 |
| 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 |
| 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 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 |
| Negligence: Insurance Terms and Definitions (Life, A&S 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, Alberta and Manitoba. Approved in Manitoba for General only as course # 17436. Note there is also an Alberta General and P&C version available. | 1 |
| Retirement Planning This course discusses Retirement Planning in Canada with a perspective on retirement benefits. The course discusses what Canadian retirement benefits include, why they are important, and how to calculate retirement benefits. Cost calculations include calculating income needs and projections, the time value of money and various annuity calculations that are typically used. We also identify ways to enhance existing benefit programs. This course is approved for Life customers in all provinces except Alberta, where it is pending approval. | 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 |
| 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 |
| The Reasonable Man and Damages (Life, A&S 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 except Alberta, and for all types of licences. Note that an identical General and P&C version of this course also exists. | 1 |
| The Role of Estate Planning and Preservation This course discusses estate planning and preservation. We'll cover the topics of wills, probate fees and taxes, planned giving, real estate, assists and disposition, and the implications of all of these on insurance. The course also covers who benefits from estate planning, legal and other considerations for estate planning. Credit available in all provinces except Alberta, course ID#116. | 1 |
| Tort: Understanding Tort Law (Life, A&S 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 technical course is approved in all provinces except Alberta, and for all types of licences. | 1 |
| Understanding Trusts - The Basics of Trusts This course on Understanding Trusts provides the basics of trusts, one of the fundaments of the insurance industry. The course defines trust and the parties of a trust and then discusses the five different types of trusts. Then we discuss six points related to the taxation of trusts, and finally discuss the uses of trusts and traps that people sometimes fall into. This technical course is approved as a Life course in all provinces except Alberta. | 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 |
