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Home Continuing Education – Product Matters
Whether your 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 five categories. To find out more about each of the modules, visit the following pages – please note that the courses listed on these certificate pages can be taken standalone for the purposes of CE:
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.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 11 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material: None
Completion Requirements:
Members: $120.00 plus shipping & taxes
Non-members: $180.00 plus shipping & taxes
Administrative Policies:
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.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 10 CE, including
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material: None
Completion Requirements:
Members: $110.00 plus shipping & taxes
Non-members: $165.00 plus shipping & taxes
Administrative Policies:
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.
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: None
Completion Requirements:
Members: $50.00 plus shipping & taxes
Non-members: $75.00 plus shipping & taxes
Administrative Policies:
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.
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:
Members: $30.00 plus shipping & taxes
Non-members: $45.00 plus shipping & taxes
Administrative Policies:
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.
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: None
Completion Requirements:
Members: $70.00 plus shipping & taxes
Non-members: $105.00 plus shipping & taxes
Administrative Policies:
In this course, Kevin Wark and Glenn Stephens review the general tax rules and explore the non-business transfer rules of life insurance between family members, charitable gifts and trust transfers. Included in the price is a PDF copy of The Essential Canadian Guide to Life Insurance Transfers, written by Kevin Wark and edited by Glenn Stephens.
To keep advisors current on important tax rules and issues impacting life insurance transfers.
Financial advisors will learn:
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: A PDF copy of The Essential Canadian Guide to Life Insurance Transfers, written by Kevin Wark and edited by Glenn Stephens.
Completion Requirements:
Members: $75.00 plus shipping & taxes (Purchase the Life Transfers Bundle for $140.00 plus taxes)
Non-members: $115.00 plus taxes (Purchase the Life Transfers Bundle for $210.00 plus taxes)
Administrative Policies:
In this course, Kevin Wark and Glenn Stephens review the business transfer rules involving shareholders, corporations and partnerships. Included in the price is a PDF copy of The Essential Canadian Guide to Life Insurance Transfers, written by Kevin Wark and edited by Glenn Stephens.
To keep advisors current on important tax rules and issues impacting life insurance transfers.
Financial advisors will learn:
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: A PDF copy of The Essential Canadian Guide to Life Insurance Transfers, written by Kevin Wark and edited by Glenn Stephens.
Completion Requirements:
Members: $100.00 plus shipping & taxes (Purchase the Life Transfers Bundle for $140.00 plus taxes)
Non-members: $150.00 plus taxes (Purchase the Life Transfers Bundle for $210.00 plus taxes)
Administrative Policies:
In Part One of Essentials of Buy Sells, Kevin Wark and Glenn Stephens review the financing options available, how to structure life insurance policies, planning considerations, shareholder agreements and partnership buy outs.
Financial advisors and planners will:
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:
Members: $90.00 plus shipping & taxes (bundle of Part One and Part Two: $155.00 plus taxes)
Non-members: $130.00 plus taxes (bundle of Part One and Part Two: $225.00 plus taxes)
Administrative Policies:
In Part Two of Essentials of Buy Sells, Kevin Wark and Glenn Stephens review the various types of buy sell arrangement and the tax consequences of each, as well as family arrangements such as: family trusts, estate freezes, shareholder agreements, pipeline planning, non arms-length transfers, holding companies, estate balancing and family law issues.
Financial advisors and planners will:
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:
Members: $115.00 plus shipping & taxes (bundle of Part One and Part Two: $155.00 plus taxes)
Non-members: $165.00 plus taxes (bundle of Part One and Part Two: $225.00 plus taxes)
Administrative Policies:
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