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The Anti-Money Laundering and Anti-Terrorist Financing for Independent Life Insurance Advisors course
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Course Description Credits Select
Mastering the Art of Relationship-Based Advising
Mastering the Art of Relationship-Based Advising

FP Canada 1.0 Financial Planning ID# 8102
Alberta 1.0 Life, 1.0 General AAC ID# 55826
Manitoba 1.0 ID# 35464
RIBO CE: 1 hour Personal Skills
Ontario, BC, SK 1.0 Life
Outline:
Research has consistently shown that clients want advisors who know them beyond their finances and understand then holistically. Time constraints, the demands of paperwork and regulatory issues, and now working in a virtual world make this especially challenging for advisors to do effectively and efficiently. Learn the art of relationship deepening and elevate your practice to a new level by implementing the practical skills and strategies offered in this session.
This session will cover:
• What do you hear? 3 levels of listening to deepen relationships quickly
• The art of questions - getting to the heart of the matter
• Deconstructing empathy: conveying genuine interest and understanding to clients and prospects
Speaker Dr. Amy D’Aprix
Founder, Life Transitions by Dr. Amy


1
1
1
1
1
1
1
1
FPSC
Life BC
Life ON
Ethics SK
Life MB
A&S MB
AIC Life
RIBO Ethics
$20.00 
FREE*
Protecting your Small Business from Ever-Evolving Cyber Threats
Protecting your Small Business from Ever-Evolving Cyber Threats

FP Canada 1.0 Practice Management ID# 8569
AAC ID# 56547: 1 hour Life, 1 hour General
Manitoba 1.0 ID# 35754
RIBO CE: 1 hour RIBO Technical
Ontario, BC, SK 1.0 Life
Outline:
In their attempt to gain access to sensitive financial data, hackers are targeting small businesses more than ever before. In fact, 43% of all cyber attacks target small businesses with the most common types of attacks being data breaches, ransomware, and spear phishing. Compounding the problem is that only 14% of SMBs have the ability to mitigate cyber threats and attacks. So how can small businesses protect themselves against vicious cyber attacks and hackers’ ongoing attempts to steal their valuable financial data? Reason cybersecurity, a leading cybersecurity company, will share useful knowledge and tips that will help your business be cyber aware

Speakers Andrew Newman and Tal Shaked



1
1
1
1
1
1
1
FPSC
Life BC
Life ON
Ethics SK
Life MB
AIC Life
RIBO Ethics
$20.00 
FREE*
Supercharge Your Processes, Technology and Team for Maximum Growth
Supercharge Your Processes, Technology and Team for Maximum Growth

Supercharge Your Processes, Technology and Team for Maximum Growth
presentation by Shyam Ganesh, Valenta BPO

1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
$20.00 
FREE*
Charitable Giving – Tax Efficient ways to Share Your Wealth
Charitable Giving – Tax Efficient ways to Share Your Wealth

Charitable Giving – Tax Efficient ways to Share Your Wealth
presentation by Andrew Mackenzie

1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
A&S MB
$20.00 
FREE*
Do you know how Assuris protects your clients?
Do you know how Assuris protects your clients?

Do you know how Assuris protects your clients?
presentation by Alisha Hameed, Senior Communications Specialist

1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
A&S
$20.00 
FREE*
Future Trends in Employee Benefits
Future Trends in Employee Benefits

1 Hour Life (BC, SK, ONT), 1 Hour Life & A&S for MB, FPSC: 1.00 Practice Management, AIC: 1.00 Life, 1.00 A&S. This presentation will look at:
Mental Health in the Workplace
Prevalence of MH in the workplace, Social and Economic impact, Dispelling the myths of what mental illness is and is not, Mental Injury, psychosocial risk factors in the workplace, From awareness to action, a Go-to Guide for Businesses/Advisors, Prevention, Support, Return to Work
1
1
1
1
1
1
1
1
Life BC
Life SK
Life ON
Life MB
A&S MB
FPSC
AIC Life
AIC A&S
$20.00 
FREE*
Innovative Web Solutions with Humania
Innovative Web Solutions with Humania

Innovative Web Solutions
presentation by James O'Connell

1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
A&S AAC
A&S MB
FP Canada
$20.00 
FREE*
Introduction to Exchange Traded Funds
Introduction to Exchange Traded Funds

4 IIROC Professional Development Credits, 4 hours CE in SK, MB, ON; 4 SUI for designation.

Canadian investors have approximately $95 billion invested in more than 400 Canadian-listed ETFs. As ETFs gain in popularity as an alternative to other traditional collective investment vehicles they will start to be a greater focus by the regulators and the investment professionals need to be prepared.

The objective of this course is to provide the financial services professional with an overview of Exchange Traded Funds.

4
4
4
4
4
4
IIROC
FPSC
SUI
Life SK
Life MB
Life ON
$250.00 
$200.00*
Recent Court Decisions
Recent Court Decisions

Recent Court Decisions that Impact Financial Planners and Advisors
presentation by Tom Newnham and Brett Stephenson

1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
A&S MB
$20.00 
FREE*
Revisiting GICs for Income and Growth
Revisiting GICs for Income and Growth

Revisiting GICs for Income and Growth
presentation by Brian Evans and John Egar

1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
AAC
FP Canada
A&S MB
$20.00 
FREE*
Term Plus, CI and DI and the New Normal
Term Plus, CI and DI and the New Normal

Term Plus, CI and DI and the New Normal
presentation by Paul Grunsell

1
1
1
1
1
1
1
1
Life AB
Life BC
Life ON
Life MB
Life SK
A&S AAC
A&S MB
FP Canada
$20.00 
FREE*
Using Pension Legislation to Save Taxes
Using Pension Legislation to Save Taxes

In a post-pandemic world, it is inevitable that taxes will increase as the government seeks to recoup some of the money distributed in its emergency relief efforts. For financial advisors with business-owner clients, knowing how to minimize taxes will make you an indispensable partner in protecting and growing assets. Personal Pension Plans (PPP®) offer five critical features to protect small business owners and their families
1
1
1
1
1
1
1
1
IIROC
FP Canada
Life BC
Life ON
Ethics SK
Life MB
AAC Life
RIBO Technical
$20.00 
FREE*
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