The premier CE destination for Canada's financial and insurance professionals
CE Corner has courses to enlighten and challenge you, while helping you meet your professional obligations. You'll find courses accredited by IIROC, FP Canada, IAFE, RIBO and more. It's all the accreditation you need in one place.
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Assuris Test Course – EN
“As a financial advisor, part of helping your clients build their overall financial plan includes a discussion about insurance options. It is also important to help them become informed consumers by advising them of the protection provided by Assuris. This CE module explains how Assuris protects policyholders, should a member life and health insurance company fail. It also explores different “real-life” scenarios so you can reassure your clients and give them peace of mind.”
Course provider:
Assuris with CE Corner Credits:
The Institute
1.00
Categories:
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The Principled Advisor: Tips and Insights for Serving Seniors
Advisors discuss how to best serve senior clients in three challenging scenarios.
The featured professionals, who are certified financial planners (CFPs), address the hypothetical client interactions citing FP Canada professional standards and ethics.
To get the most out of this ethics course, consider pausing the recording after the description of each client scenario and outline how you'd address the issues involved. Then listen to the featured advisor and compare your response.
Featuring Kelly Ruddock, financial advisor with Edward Jones in St. Thomas, Ont.; Ngoc Day, financial advisor with Macdonald, Shymko & Company Ltd. in Vancouver; and Kirsten Nelms, investment funds advisor with Leith Wheeler Investment Funds Ltd. in Vancouver
In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.
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