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Grow Your Practice

Whether you're practice is expanding or looking to keep up to date in the industry, Advocis offers modules to help advisors grow and provide quality services to their clients and consumers.

Our extensive list of CE modules, which provide advisors with resources to meet their ongoing needs, are broken down into the following five categories. To find out more about each of the modules, click on the category links below.

1. Critical Illness Insurance CE Modules

2. Disability Income Insurance CE Modules

3. Group Insurance CE Modules

4. Long-Term Care Insurance CE Modules

5. Insurance CE Modules


Critical Illness Insurance CE Modules

CI: Product Design & Marketing4 CE

Critical Illness (CI) insurance product design and marketing addresses the unique features of the CI product that will appeal to the consumer, and compares strategies used for CI to those used for Disability Income and Life Insurance.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand how an analysis helps identify a client's needs, the importance of communicating the policy provisions and the conditions for a successful claim
  • Understand where CI insurance fits into an overall plan


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE, including 2 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: None

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $90.00 plus shipping & taxes

Non-members: $153.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

CI: Plans, Options & Provisions3 CE

Through a review of various critical illness insurance plans, this module provides an overview of the features of each type of CI plan with special attention given to optional benefits such as Return of Premium on Death (ROPD). General exclusions and limitations are described that are important to understand for the practitioner and the client.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Explain definitions and the key features to compare when selecting the CI product


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: None

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $90.00 plus shipping & taxes

Non-members: $153.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

CI: Underwriting & Claims2 CE

This module addresses the special underwriting considerations for CI insurance considering that the insurance coverage is for critical illnesses such as cancer, heart attacks and strokes. The module also looks at the unique nature of CI claims adjudication.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify the key health conditions and their concerns from a CI underwriting perspective
  • Understand the significance and impact of family medical history


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: None

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $90.00 plus shipping & taxes

Non-members: $153.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Disability Income Insurance CE Modules

DI: Examining Risk4 CE

This module examines the origin of Disability Income insurance, its evolution, and the special nature of the risks it covers. This module also reviews the concept of living benefits as a full spectrum of health products, representing the insurance industry’s response to societal shifts in employment over the past two decades.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the unique moral, physical, and legal hazards associated with DI and the impact of stability and motivation on claims
  • Appreciate the concept of the age of entitlement and learn about its connection to claims incidence and duration
  • Examine some milestones and examples of product development mistakes, enabling a better understanding of the need for sound risk management principles in all aspects of managing DI risk
  • Appreciate the risk of disability to clients and therefore the importance of addressing this issue with them
  • Learn the basics of interpreting and using statistics in order to support opinions with facts


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE, including 1 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $390.00 plus shipping & taxes

Non-members: $663.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

DI: Disability Needs Analysis3 CE, including 1 Ethics

Beginning with a review of the client’s DI insurance needs, this module goes through each stage of the plan design process in detail. Areas covered include how to choose a policy best suited for the client’s needs, how soon benefits should begin, how long benefits should be payable for a claim, amount of coverage required, and additional features to be included in the plan.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify and perform the various stages of preparing a client presentation, including creating a synopsis from your fact finding, selecting the product and options and creating a balanced plan design that includes programming considerations


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE, including 1 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $390.00 plus shipping & taxes

Non-members: $663.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

DI: Product Design & Distribution3 CE

This module looks at the history and evolution of the brokerage channel for DI, the rise of the MGA network, and certain distribution-related issues pertaining to product design, training, and compensation, and the tax implications of individual and business products for disability. This module also examines the product design process as it applies to disability insurance.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the evolution of the distribution of DI products and how the method the company chooses has an impact on product, training, and compensation design
  • Learn about the role of the marketing representative
  • Understand the tax implications of individual and business products for disability
  • Identify the various stages associated with product design and the factors that affect the pricing of disability products
  • Understand how reinsurance affects disability insurance


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $390.00 plus shipping & taxes

Non-members: $663.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

DI: Determining the Benefit4 CE, including 2 Ethics

After learning how to fill the income gap in the absence of disability insurance, non-insured sources of income, government sources and group LTD, this module reviews types of income such as bonuses, commissions, dividends, executive perks, and spousal income splitting, and looks at the impact of unearned income and net worth on insurable earnings.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify existing sources of a client's income should that client become disabled
  • Explain the major government programs for disability including EI, CPP-D, and workers' compensation
  • Understand how to read a group LTD benefits booklet, including how to determine the benefit amount payable to the client
  • Identify insurable (vs. uninsurable) sources of income
  • Learn how to read the Income Ratio Guide and the Issue and Participation Limits table, and how to do basic calculations using these tables


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE, including 2 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $390.00 plus shipping & taxes

Non-members: $663.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

DI: Policy Provisions5 CE, including 2 Ethics

With a focus on income policies typically sold in traditional markets, this module examines provisions in a disability income policy, including the differences between non-cancellable, guaranteed renewable, conditionally renewable and cancellable policies. The module also looks at the features and requirements of both the occupational and the earnings approach to defining disability.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify, analyze and explain the provisions that commonly appear in a typical disability income policy
  • Calculate the benefit payment under a residual policy, compare different policies, and explain the various features and provisions to your clients
  • Identify, select, and explain the most frequently encountered optional benefits typically sold in traditional markets
  • Select appropriate options that fulfill unmet needs and demonstrate to the client how a particular option reduces this risk exposure


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 5 CE, including 2 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $60.00 plus shipping & taxes

Non-members: $90.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $390.00 plus shipping & taxes

Non-members: $663.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

DI: Contract Workers2 CE

Through a review of the changing workforce, this module examines product developments that have made disability income insurance more accessible. The module also looks at the growing demand of DI insurance coverage for non-traditional workers.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify, analyze and explain the most common provisions in disability income policies typically sold to contract workers and individuals with low or no earnings
  • Compare different policies, highlighting similarities and differences, and explain the relevant features, provisions, and exclusions and limitations


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $390.00 plus shipping & taxes

Non-members: $663.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

DI: Wage Loss Replacement2 CE, including 1 Ethics

An overview of various workplace solutions for wage loss replacement. Topics covered include the use of individual DI and the concept of grouping, as well as wage loss replacement plans, dealing with existing group LTD, additions and alternatives to group LTD, and guaranteed issue plans.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify and explain wage loss replacement plans including their tax implications
  • Describe the proper method of establishing wage loss replacement plans


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE, including 1 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $390.00 plus shipping & taxes

Non-members: $663.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

DI: Small Business Owners3 CE, including 1 Ethics

An examination of disability buy-sell insurance, key person insurance, overhead expense insurance and business loan protection policies, including their features, benefits, and taxation.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify the need for coverage
  • Develop a recommended solution
  • Explain to your client the features of each type of business coverage


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE, including 1 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $390.00 plus shipping & taxes

Non-members: $663.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

DI: Underwriting & Claims6 CE, including 1 Ethics

Through a review of DI policy underwriting, this module looks at the advisor’s role in field underwriting and the head office underwriter's role in risk assessment. Risk assessment is analyzed from an occupational, medical, financial, and lifestyle risk perspective. Additional considerations include the DI claims process, the role of the benefits adjudicator, the role of the advisor, and managing expectations.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify and perform the various steps associated with classifying occupations and preparing the client and application for head office underwriting
  • Be familiar with the special underwriting requirements associated with DI
  • Identify the important factors that affect the disability claims process
  • Understand the customary disability claims procedures and investigations, interpretations of contract language, and the advisor's role


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 6 CE, including 1 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $70.00 plus shipping & taxes

Non-members: $105.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $390.00 plus shipping & taxes

Non-members: $663.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

DI: Health & Travel Insurance6 CE

An examination of the public health insurance system, the health care delivery system, veterans’ benefits and workers’ compensation insurance. The module also covers the two major categories of travel insurance: individual emergency medical insurance for outbound Canadians and emergency medical insurance for visitors to Canada.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand of the public health insurance system and benefits that clients may be eligible for
  • Provide recommendations for individual health benefits by having knowledge of the broader system
  • Describe the various benefit lines, general payment provisions, and risks not covered for private health insurance
  • Understand design considerations and the underwriting process for private health insurance
  • Understand provisions in travel insurance policies and how to calculate rates
  • Identify situations where an annual plan may be more beneficial to the client than a single trip plan


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 6 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $70.00 plus shipping & taxes

Non-members: $105.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $390.00 plus shipping & taxes

Non-members: $663.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

DI: Specialty Risk Markets3 CE

A close inspection of situations where traditional disability income insurance is not a viable solution, and examines the special risk market relative to the need, risk management tools and techniques used in this market, as well as the advisor's perspective. The module also covers mortgage creditor insurance and private mortgage insurance.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify situations that require the use of a special risk disability product
  • Understand the risk management concepts the insurer uses that may be inherent in the design of the product itself
  • Be familiar with the tools and techniques used by the underwriter
  • Compare and contrast mortgage creditor insurance with private mortgage insurance


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $390.00 plus shipping & taxes

Non-members: $663.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group Insurance CE Modules

Group: Addressing Risk2 CE

Following an introduction to group insurance, underwriting methods and insurable groups, this module addresses the issues of risk and the uncertainty of financial loss, with a focus on pure risk.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand and explain the concept of risk management and risk management techniques


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Benefit Plan Management3 CE

Employers or other sanctioned organizations offer benefit coverage and plans to various groups including single-employer plans, multi-employer plans, association plans and creditor plans. This module also addresses the key participants and features for group benefit plans.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the fundamental principles of group insurance in determining those eligible for group insurance coverage
  • Explain the critical areas of plan management activities, specifically: plan design, plan funding and plan administration


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Plan Design & Funding4 CE

This module compares group insurance and individual insurance, with a focus on the benefits of group insurance. This module also provides a general overview of the key funding methods and factors that impact the options for managing the associated financial risk or liability.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Describe the design steps in developing a new group plan or revising an existing plan
  • Explain methods available to the employer to manage risk in the group benefits plan, including insurance, risk sharing and risk acceptance
  • Distinguish between fully pooled, prospectively rated and experience rated for insured funding given assumption of liability or risk, annual financial accounting for experience results and the basis for premium rate determination on renewal
  • Understand the methods of self-insured funding including ASO agreements and self–insured with pooling


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Plan Administration3 CE

Benefit plan administration includes a wide range of tasks that vary depending on whether the plan is new, established or undergoing changes. This module focuses on basic administrative activities and various approaches for carrying them out.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the features and differences of administrative approaches including self-administration, insurer administration and Third Party Administration (TPA)
  • Explain the benefits of an administration manual from the perspective of employee enrollment, changes in coverage, premium administration, claims administration and other important processes
  • Consider the influence of the CLHIA Group Life and Health Insurance Guidelines on proper group plan administration


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Claims Administration3 CE

This module provides a description of the process and considerations for health care, dental care and disability claims submissions, and explains the role of the claims analyst with emphasis on the timely and accurate payment of claims.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the role of the claims analyst
  • Explain the claims administration process
  • Identify the unique aspects of health insurance claims administration including drug and dental claims
  • Understand and apply the COB guidelines in determining the proper handling of claims where there is duplicate coverage, particularly in situations where either spouses or common law partners have separate coverage


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Underwriting4 CE

A detailed discussion on how group insurance is priced, factors considered in pricing, and the types of claims considered. In each case, the cost of the claim incurred, claims paid, and reserves are related as critical parts of the pricing process. Plan expenses, plan design and group characteristics are also identified as integral parts of pricing.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the underwriting process for pricing group insurance products
  • Learn the process of setting premium rates including manual rate setting, pooled rating and experience rating
  • Identify the objectives of renewal premium underwriting and the process for reviewing the group's experience and determining prospective premium rates


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Disability Income Replacement4 CE

An in-depth review of group insurance income replacement plans, which protect employees against loss of income in the event of a short-term disability. Topics covered include design, funding and administration for various types of plans, accounting requirements, managing employee absence, and the cost of providing benefits.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the meaning of sick leave, salary continuance and weekly indemnity plans
  • Explain the rationale for coordinating employer STDs with government plans including Workers' Compensation, Employment Insurance and the Canada or Quebec Pension Plan
  • Learn the structure of registered weekly indemnity and short-term disability plans and their coordination and integration with government Employment Insurance
  • Understand characteristics of long-term disability plans and their purpose in providing extended disability benefits to the employee


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Extended Health Care Benefits3 CE

A review of the services offered under extended health care plans. This module addresses plan design and administration of extended health care plans, as well as special features such as deductibles, co-insurance, benefit maximums, customary charges and covered expenses.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the types of benefits offered under extended health care plans
  • Explain the integration of extended health care plans with government plan
  • Identify the plan designs and benefits offered under Private Health Services Plans as defined by Canada Revenue Agency
  • Understand the relevance of provisions in managing plan costs


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Dental Coverage2 CE

An overview of the services offered under dental care plans. For group insurance purposes, dental care services are generally grouped into basic or routine care, major restorative and orthodontic services.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the types of benefits offered under dental care plans from basic care, major restorative care and orthodontic services
  • Identify the characteristics of covered groups that can affect dental plan utilization
  • Explain the role of dental care providers generally described as licensed dentists, denturists or hygienists
  • Describe cost containment and plan design measures for group dental plans


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Wellness Programs2 CE

With a focus on the design, administration, taxation and funding considerations of Employee Assistance Programs and wellness programs, this module discusses the ancillary benefits employers might provide such as family benefits, financial benefits, and group legal insurance.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the role of EAPs in providing services to improve an employee's well-being and productivity
  • Explain the primary services offered by an EAP program including confidential consultation/counseling with employees and/or their family members
  • Describe the objective of wellness programs to support and encourage healthier lifestyles for employees
  • Identify factors to consider in implementing a wellness program


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Flexible Benefit Plans4 CE

In flexible benefits plans, the employees decide how employer benefit dollars are spent on their behalf. This module addresses the services and limits offered under flexible benefit plans, various approaches for introducing flexibility, and the pricing and credit structure of the plan.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understanding the specific factors which have contributed to employers reconsidering their approach to offering flexible benefit plans, including those related to employee needs and those related to employer needs
  • Explaining the types of approaches enlisted to introduce flexibility to group benefit plans
  • Identifying methods of pricing flexible benefit plan offerings
  • Defining the purpose and administration of flex credits


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Insurance Marketing3 CE

A review of the processes involved in group insurance marketing. This module also defines the roles intermediaries such as agents, brokers, consultants, and account executives play in the marketing process.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the special meaning of marketing in the group insurance arena
  • Appreciate the relationship between an employer, advisor and insurer when an employer markets a plan
  • Describe the role of brokers and consultants representing the employer for the employer's group benefits plans
  • Explain the activities of account executives in their role of helping facilitate the pre-sales activities of advisors
  • Understand the methods of marketing when asking for bids including negotiated placement, competitive bidding and closed bidding


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Long-Term Care Insurance CE Modules

LTC: Senior Care in Canada3 CE

By examining the issues that arise from an aging population, this module addresses the implications of Canada's insufficient resources to meet the health and personal care needs of this demographic. This includes the burden on the workforce to fund public pension and public health care.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify and explain why population aging is occurring, how it impacts our healthcare system and the implications for clients
  • Explain seven critical issues being addressed in Canada's health care system
  • Identify and explain social issues associated with aging and understand how these issues impact older clients
  • Explain seven critical issues being addressed in Canada's health care system


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • The Aging Client and Long-Term Care, Jacqueline E. Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $232.50 plus shipping & taxes

Non-members: $395.25 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

LTC: Caring for Older Adults5 CE, including 2 Ethics

This module considers the social factors affecting seniors include discrimination and ageism as well as ethics in marketing to seniors. Aging and health concerns are examined with the difference between normal aging and unhealthy aging. Major health conditions that affect older adults and how they should prepare in advance for a medical emergency are considered.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify and explain social issues associated with aging and understand how these issues impact older clients
  • Explain the issues associated with being an informal caregiver and how individuals can prepare for taking on the role as a caregiver
  • Identify and explain end of life issues


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 5 CE, including 2 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • The Aging Client and Long-Term Care, Jacqueline E. Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $60.00 plus shipping & taxes

Non-members: $90.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $232.50 plus shipping & taxes

Non-members: $395.25 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

LTC: Needs Analysis for Seniors4 CE, including 3 Ethics

This offering examines aging and health concerns, and differentiates between normal aging and unhealthy aging. This module also reviews the major health conditions that affect older adults and how they should prepare for a medical emergency.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify and explain the difference between normal aging and unhealthy aging
  • Explain the major conditions that affect older adults, and how they should prepare in advance for a medical emergency


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE, including 3 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • The Aging Client and Long-Term Care, Jacqueline E. Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $232.50 plus shipping & taxes

Non-members: $395.25 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

LTC: Senior Care Alternatives4 CE

This module addresses government care programs, which are delivered through each province's Ministry of Health. Topics discussed include the factors that influence care options such as unique housing needs, the need for home care or community care, the need for respite for the caregiver and the support of a care manager.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Explain home care and residential care options, how the need is determined, how to select appropriate care and how to obtain the services
  • Explain what the caregiver must do to prepare for the change and how to assist the care recipient through this transition
  • Identify and explain why population aging is occurring, how it impacts our healthcare system and the implications for clients


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • The Aging Client and Long-Term Care, Jacqueline E. Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $232.50 plus shipping & taxes

Non-members: $395.25 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

LTC: Planning Techniques for Seniors4 CE, including 2 Ethics

This module considers how the needs of the insured will change over time, and how benefits under the LTC policy should reflect those changes. This module also considers the special way in which seniors respond to communication.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the planning process related to LTC insurance
  • Know the key planning topics for discussion between adult children and their parents
  • Create a suitable plan design based on your client's needs
  • Understand age-related changes in memory and learning, and how to adapt your presentations and communication to deal more effectively with an older clientele
  • Identify target markets for long-term care insurance


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE, including 2 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • The Aging Client and Long-Term Care, Jacqueline E. Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $232.50 plus shipping & taxes

Non-members: $395.25 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

LTC: Underwriting & Claims2 CE

A discussion of the underwriting process and the medical considerations that differentiate underwriting LTC insurance from underwriting DI or CI insurance.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify key differences between the LTC insurance risk and other forms of insurance risk
  • Apply improved selection skills during the prospecting and fact finding stages
  • Properly package the application for presentation to the underwriter, thereby ensuring the best offer for the client


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • The Aging Client and Long-Term Care, Jacqueline E. Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $232.50 plus shipping & taxes

Non-members: $395.25 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

LTC: Products2 CE

An extensive consideration of various insurance policy structures such as the reimbursement-based, the indemnity-based and the income-based models. The module also reviews the two major types of benefits: home care benefits and facility benefits.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Identify and explain the three main structures for long-term care (LTC) insurance and the hybrid versions that have evolved from them
  • Analyze the various provisions and options found in long-term care insurance


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • The Aging Client and Long-Term Care, Jacqueline E. Figas, 3rd Edition, $69.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $232.50 plus shipping & taxes

Non-members: $395.25 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Insurance CE Modules

Introduction to Segregated Funds11 CE, including 2 Ethics

With a focus on how segregated fund polices differentiate from other types of life insurance products, this module provides an understanding of the unique features of segregated fund policies. This module also reviews Individual Variable Insurance Contracts and their underlying segregated funds from several different perspectives, and seeks to provide a balanced view of their features, benefits and weaknesses in relation to other products available in the investment marketplace.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price

  • Describe the unique features of IVICs that distinguish them from other types of insurance products
  • Understand and explain the disclosure requirements imposed on the life insurance agent and the insurance company on the sale and ongoing administration of an IVIC


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 11 CE, including 2 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: None

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $120.00 plus shipping & taxes

Non-members: $180.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
regnow1

Life Insurance Products10 CE, including 1 Ethics

An introduction to one of the most important products for providing life insurance protection to individuals and business owners. This module positions life insurance products among the various insurance products that address the risk of living too long, dying too soon, and becoming disabled.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price

  • Identify and describe the various life, health and annuity products available
  • Select the most appropriate insurance product type, given specific circumstances


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 10 CE, including 1 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: None

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $110.00 plus shipping & taxes

Non-members: $165.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
regnow1

Insurance Underwriting Process4 CE, including 1.5 Ethics

An overview of the underwriting process and the role the life insurance agent plays in that process. This module also looks at best practices in completing life insurance applications to ensure accuracy.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price

  • Understand the agent's role in working with the applicant to complete the application for insurance
  • Consider the consequences of the agent's failure to obtain complete and truthful information from the applicant


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE, including 1.5 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: None

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
regnow1

Annuity Products & Applications2 CE

This module focuses on understanding the basic structure of annuity contracts issued by insurance companies and describing the types of annuities available including life annuities, immediate and deferred annuities.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price

  • Describe the types of annuities available including life annuities and immediate and deferred annuities
  • Explain the factors that determine the costs and payment amounts of annuities


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: None

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
regnow1

Insurance Needs Analysis6 CE, including 2 ethics

The services a life insurance agent can provide to a client to assist in determining the client's financial needs and objectives are covered in this module. Insurance and risk management strategies are considered through a sample case study and financial plan.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price

  • Understand risk management techniques to avoid, control, retain or transfer risk
  • Understand the financial planner's role and responsibilities in selling life insurance


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 6 CE, including 6 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material: None

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $70.00 plus shipping & taxes

Non-members: $105.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

regnow1