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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 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 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 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 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? 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 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 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 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 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 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 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 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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