Segregated Funds

Introduction to Segregated Funds course

Advocis is pleased to announce its new Introduction to Segregated Funds course.

Requirement for selling segregated funds in Saskatchewan
The Life Insurance Council of Saskatchewan (ICS) Segregated Fund Marketing Guideline mandates that a licensee shall not act as an agent in the sale of segregated funds unless the licensee has passed an investment funds course approved by Council. For more, please see Advocis’ Regulatory Affairs Bulletin on this topic.

The result of this ICS requirement is that Saskatchewan advisors must have successfully completed an ICS-approved course on segregated funds. If they haven’t, they are no longer eligible to sell segregated funds in Saskatchewan. Advisors may determine their status to sell segregated funds in Saskatchewan by checking the ICS website.

Who can benefit from this course

• Saskatchewan advisors interested in maintaining their ability to offer comprehensive solutions to their clients;
• Any advisor interested in refreshing their knowledge of segregated funds.

Objective and Content
The learning objective of Introduction to Segregated Funds is to understand the unique features of segregated funds in terms of financial planning, including their benefits in relation to other products available in the investment marketplace.

The course content focuses on the elements of segregated fund policies that separate them from other types of life insurance products, particularly their investment features, and situates them in the broader context of overall financial planning as a whole.

The course will help ensure that advisors meet their obligation to the consumer to provide knowledgeable advice on the Individual Variable Insurance products they offer.

Continuing Education Credits
The course has been accredited for 10 CE credits.

Format
The course is paper-based, and concludes with an open-book test which must be requested from Advocis and returned by the student within 24 hours of its receipt. The course’s CE credits will be granted upon successful completion of the test (a minimum of 60% correctly answered questions is required for a passing grade).

Register today

Price:
Members	$150.00 + GST (textbook included)
Non-members	$250.00 + GST (textbook included)
To register for Introduction to Segregated Funds, please complete and submit by mail or fax the registration form. To register by phone, or for more information, please contact Member Services at 416-444-4449 or 1-877-773-6765.