Continuing Education – Product Matters

Whether your practice is flourishing or you’re striving to stay at the forefront, our industry leading product-focused modules are your gateway to expansion and excellence in client services.

In an industry marked by constant innovation and evolving client expectations, staying on top of product developments is key to maintaining a competitive edge and ensuring enduring success in the ever-changing financial advice landscape.

Certificate Programs

Elevate your career, mitigate risks, and safeguard your professional future with our Insurance Certificate Programs — where knowledge meets success.

Insurance CE Modules

Stay at the forefront of the financial services industry by deepening your understanding of essential insurance products and best practices.

Essentials Series CE Modules

Our Essentials series of CE modules will deepen your understanding of life insurance transfers and buy sells to help keep your clients as prepared as possible.

Critical Illness Insurance

$ 90 + applicable taxes for Advocis Members.
Non members pay $153 + applicable taxes.

Understand the unique features of the CI product
One-year window for completion of the Certificate Program
Unlimited quiz attempts

Critical Illness Insurance Certificate Program

Full Program - 9 CE Credits

This certificate program introduces financial advisors to the valuable role critical illness insurance can play in a client’s financial plan. Ensuring your clients are aware of critical illness insurance is a clear demonstration of the value of advice you provide. Regardless of whether or not your clients purchase critical illness insurance, they need to be properly informed about it.

The Critical Illness Insurance Certificate program will not only introduce you to how this innovative product addresses your client’s risk of suffering a significant illness, but it will also help you fully understand the product, including its unique underwriting requirements and how to position it with your clients.

The component modules of the Critical Illness Insurance Certificate Program can also be registered for and completed individually.

$ 50 + applicable taxes for Advocis Members.
Non members pay $75 + applicable taxes.

Understanding how an analysis helps identify a client’s needs and fits into an overall plan
One-year window for completion of the module
Unlimited quiz attempts

Critical Illness Insurance Certificate Program

Module 1: Product Design & Marketing - 4 CE Credits

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

$ 40 + applicable taxes for Advocis Members.
Non members pay $60 + applicable taxes.

Explain definitions and the key features to compare when selecting the CI product
One-year window for completion of the module
Unlimited quiz attempts

Critical Illness Insurance Certificate Program

Module 2: Plans, Options & Provisions - 3 CE Credits

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.

$ 30 + applicable taxes for Advocis Members.
Non members pay $45 + applicable taxes.

Identify the key health conditions and their concerns from a CI underwriting perspective
One-year window for completion of the module
Unlimited quiz attempts

Critical Illness Insurance Certificate Program

Module 3: Underwriting & Claims - 2 CE Credits

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.

Disability Income Insurance

$ 390 + applicable taxes for Advocis Members.
Non members pay $663 + applicable taxes.

Understand the unique moral, physical, and legal hazards associated with DI and the impact of stability and motivation on claims
One-year window for completion of the Certificate Program
Unlimited quiz attempts

Disability Income Insurance Certificate Program

Full Program - 38 CE Credits

When the risk of income loss due to illness or injury isn’t considered, even the best financial planning can quickly unravel.

The Disability Income Insurance Certificate program will equip you with an understanding of disability risks, the level of earned income that can be protected, and sources of income that can be relied on during a disability. In addition to an in-depth review of the common disability income insurance provisions and claims administration, this program will also cover special products for business needs and unique circumstances, such as medical and travel insurance.

The component modules of the Disability Income Insurance Certificate Program can also be registered for and completed individually.

$ 50 + applicable taxes for Advocis Members.
Non members pay $75 + applicable taxes.

Learn the basics of interpreting and using statistics in order to support opinions with facts
One-year window for completion of the module
Unlimited quiz attempts

Disability Income Insurance Certificate Program

Module 1: Examining Risk - 4 CE Credits

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.

$ 40 + applicable taxes for Advocis Members.
Non members pay $60 + applicable taxes.

Identify and perform the various stages of preparing a client presentation
One-year window for completion of the module
Unlimited quiz attempts

Disability Income Insurance Certificate Program

Module 2: Needs Analysis - 3 CE Credits

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.

$ 50 + applicable taxes for Advocis Members.
Non members pay $75 + applicable taxes.

Identify existing sources of a client’s income should that client become disabled
One-year window for completion of the module
Unlimited quiz attempts

Disability Income Insurance Certificate Program

Module 3: Determining the Benefit - 4 CE Credits

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.

$ 60 + applicable taxes for Advocis Members.
Non members pay $90 + applicable taxes.

Identify, analyze and explain the provisions that commonly appear in a typical disability income policy
One-year window for completion of the module
Unlimited quiz attempts

Disability Income Insurance Certificate Program

Module 4: Policy Provisions - 5 CE Credits

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.

$ 30 + applicable taxes for Advocis Members.
Non members pay $45 + applicable taxes.

Identify, analyze and explain the most common provisions in disability income policies typically sold to contract workers
One-year window for completion of the module
Unlimited quiz attempts

Disability Income Insurance Certificate Program

Module 5: Contract Workers - 2 CE Credits

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.

$ 30 + applicable taxes for Advocis Members.
Non members pay $45 + applicable taxes.

Identify and explain wage loss replacement plans including their tax implications
One-year window for completion of the module
Unlimited quiz attempts

Disability Income Insurance Certificate Program

Module 6: Wage Loss Replacement - 2 CE Credits

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.

$ 40 + applicable taxes for Advocis Members.
Non members pay $60 + applicable taxes.

Explain to your client the features of each type of business coverage
One-year window for completion of the module
Unlimited quiz attempts

Disability Income Insurance Certificate Program

Module 7: Small Business Owners - 3 CE Credits

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

$ 70 + applicable taxes for Advocis Members.
Non members pay $105 + applicable taxes.

Identify and perform the steps associated with classifying occupations and preparing the client and application for head office underwriting
One-year window for completion of the module
Unlimited quiz attempts

Disability Income Insurance Certificate Program

Module 8: Underwriting & Claims - 6 CE Credits

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.

$ 70 + applicable taxes for Advocis Members.
Non members pay $105 + applicable taxes.

Understanding of the public health insurance system and benefits that clients may be eligible for
One-year window for completion of the module
Unlimited quiz attempts

Disability Income Insurance Certificate Program

Module 9: Health & Travel Insurance - 6 CE Credits

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.

$ 40 + applicable taxes for Advocis Members.
Non members pay $60 + applicable taxes.

Identify situations that require the use of a special risk disability product
One-year window for completion of the module
Unlimited quiz attempts

Disability Income Insurance Certificate Program

Module 10: Specialty Risk Markets - 3 CE Credits

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.

Group Insurance

$ 405 + applicable taxes for Advocis Members.
Non members pay $688.50 + applicable taxes.

Understand the full range of group benefit coverages and plans for employee groups
One-year window for completion of the Certificate Program
Unlimited quiz attempts

Group Insurance Certificate Program

Full Program - 37 CE Credits

Is one of your practice goals to expand and establish a link to the group insurance business? Are you currently leaving a lucrative group insurance opportunity on the table? If so, this certificate program is for you.

Through the Group Insurance Certificate program, you will gain an understanding of the full range of group benefit coverages and plans for employee groups. You will also learn about plan funding, administration, and special marketing protocols, as well as the underwriting and claims processes of group benefit plan management.

The component modules of the Group Insurance Certificate Program can also be registered for and completed individually.

$ 30 + applicable taxes for Advocis Members.
Non members pay $45 + applicable taxes.

Understand and explain the concept of risk management and risk management techniques
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 1: Addressing Risk - 2 CE Credits

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.

$ 40 + applicable taxes for Advocis Members.
Non members pay $60 + applicable taxes.

Understand the fundamental principles of group insurance in determining those eligible for group insurance coverage
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 2: Benefit Plan Management - 3 CE Credits

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.

$ 50 + applicable taxes for Advocis Members.
Non members pay $75 + applicable taxes.

Describe the design steps in developing a new group plan or revising an existing plan
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 3: Plan Design & Funding - 4 CE Credits

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.

$ 40 + applicable taxes for Advocis Members.
Non members pay $60 + applicable taxes.

Understand the features and differences of administrative approaches including self-administration, insurer administration and Third Party Administration (TPA)
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 4: Plan Administration - 3 CE Credits

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.

$ 40 + applicable taxes for Advocis Members.
Non members pay $60 + applicable taxes.

Understand the role of the claims analyst
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 5: Claims Administration - 3 CE Credits

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.

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.

$ 50 + applicable taxes for Advocis Members.
Non members pay $75 + applicable taxes.

Understand the underwriting process for pricing group insurance products
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 6: Underwriting - 4 CE Credits

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.

$ 50 + applicable taxes for Advocis Members.
Non members pay $75 + applicable taxes.

Understand the meaning of sick leave, salary continuance and weekly indemnity plans
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 7: Disability Income Replacement - 4 CE Credits

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.

$ 40 + applicable taxes for Advocis Members.
Non members pay $60 + applicable taxes.

Understand the types of benefits offered under extended health care plans
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 8: Extended Health Care Benefits - 3 CE Credits

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.

$ 30 + applicable taxes for Advocis Members.
Non members pay $45 + applicable taxes.

Understand the types of benefits offered under dental care plans from basic care, major restorative care and orthodontic services
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 9: Dental Coverage - 2 CE Credits

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.

$ 30 + applicable taxes for Advocis Members.
Non members pay $45 + applicable taxes.

Understand the role of EAPs in providing services to improve an employee’s well-being and productivity
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 10: Wellness Programs - 2 CE Credits

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.

$ 50 + applicable taxes for Advocis Members.
Non members pay $75 + applicable taxes.

Learn the types of approaches enlisted to introduce flexibility to group benefit plans
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 11: Flexible Benefit Plans - 4 CE Credits

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.

$ 40 + applicable taxes for Advocis Members.
Non members pay $60 + applicable taxes.

Understand the special meaning of marketing in the group insurance arena
One-year window for completion of the module
Unlimited quiz attempts

Group Insurance Certificate Program

Module 12: Insurance Marketing - 3 CE Credits

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.

Long-Term Care Insurance

$ 232

+ applicable taxes for Advocis Members.
Non members pay $395.25 + applicable taxes.

Identify and explain why population aging is occurring, how it impacts our healthcare system and the implications for clients
One-year window for completion of the Certificate Program
Unlimited quiz attempts

Long-Term Care Insurance Certificate Program

Full Program - 24 CE Credits Including 2 Ethics Credits

With a rapidly aging demographic in Canada, there is an urgent challenge to meet the health and personal-care needs of this growing segment of our population. The Long-Term Care Certificate program is designed to help financial advisors rise to this task by preparing their clients to consider and plan for their long-term care needs.

This certificate program provides an understanding of the design and structure of current long-term care insurance plans and explores the chronic conditions many seniors experience, the costs of continuing care, and the various government programs available so that you can adequately assess your client’s risk of not being able to afford proper care.

The component modules of the Long-Term Care Insurance Certificate Program can also be registered for and completed individually.

$ 40 + applicable taxes for Advocis Members.
Non members pay $60 + applicable taxes.

Identify and explain social issues associated with aging and understand how these issues impact older clients
One-year window for completion of the module
Unlimited quiz attempts

Long-Term Care Insurance Certificate Program

Module 1: Senior Care in Canada - 3 CE Credits

In this module, you will learn to identify and explain why population aging is occurring, how it impacts our healthcare system and the implications for clients. You will also be introduced to seven critical issues being addressed in Canada’s health care system within the framework of long-term care insurance.

$ 60 + applicable taxes for Advocis Members.
Non members pay $90 + applicable taxes.

Identify and explain end of life issues
One-year window for completion of the module
Unlimited quiz attempts

Long-Term Care Insurance Certificate Program

Module 2: Caring for Older Adults - 5 CE Credits Including 1 Ethics Credit

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.

$ 50 + applicable taxes for Advocis Members.
Non members pay $75 + applicable taxes.

Identify and explain the difference between normal aging and unhealthy aging
One-year window for completion of the module
Unlimited quiz attempts

Long-Term Care Insurance Certificate Program

Module 3: Needs Analysis for Seniors - 4 CE Credits

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.

$ 50 + applicable taxes for Advocis Members.
Non members pay $75 + applicable taxes.

Explain home care and residential care options, how the need is determined, how to select appropriate care, and how to obtain the services
One-year window for completion of the module
Unlimited quiz attempts

Long-Term Care Insurance Certificate Program

Module 4: Senior Care Alternatives - 4 CE Credits

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.

$ 30 + applicable taxes for Advocis Members.
Non members pay $45 + applicable taxes.

Learn the key planning topics for discussion between adult children and their parents
One-year window for completion of the module
Unlimited quiz attempts

Long-Term Care Insurance Certificate Program

Module 5: Planning Techniques for Seniors - 4 CE Credits Including 1 Ethics Credit

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.

$ 30 + applicable taxes for Advocis Members.
Non members pay $45 + applicable taxes.

Identify key differences between the LTC insurance risk and other forms of insurance risk
One-year window for completion of the module
Unlimited quiz attempts

Long-Term Care Insurance Certificate Program

Module 6: Underwriting & Claims - 2 CE Credits

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

$ 30 + applicable taxes for Advocis Members.
Non members pay $45 + applicable taxes.

Learn the three main structures for long-term care (LTC) insurance and the hybrid versions that have evolved from them
One-year window for completion of the module
Unlimited quiz attempts

Long-Term Care Insurance Certificate Program

Module 7: Products - 2 CE Credits

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.

Insurance CE Modules

$ 120 + applicable taxes for Advocis Members.
Non members pay $180 + applicable taxes.

Learn the unique features of IVICs that distinguish them from other types of insurance products
One-month window for completion of the course
Unlimited quiz attempts

Introduction to Segregated Funds

11 CE Credits

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

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

Overview

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:

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

Features

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

Delivery

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.

Price

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
Allow for 1-2 business days to access the module following the registration and payment process

$ 110 + applicable taxes for Advocis Members.
Non members pay $165 + applicable taxes.

Identify and describe the various life, health and annuity products available
One-month window for completion of the course
Unlimited quiz attempts

Life Insurance Products

10 CE Credits

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

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

Overview

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:

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

Features

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

Delivery

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.

Price

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
Allow for 1-2 business days to access the module following the registration and payment process

$ 50 + applicable taxes for Advocis Members.
Non members pay $75 + applicable taxes.

Understand the agent's role in working with the applicant to complete the application for insurance
One-month window for completion of the course
Unlimited quiz attempts

Insurance Underwriting Process

4 CE Credits

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

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

Overview

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:

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

Features

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

Delivery

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.

Price

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
Allow for 1-2 business days to access the module following the registration and payment process

$ 30 + applicable taxes for Advocis Members.
Non members pay $45 + applicable taxes.

Learn to describe the types of annuities available including life annuities and immediate and deferred annuities
One-month window for completion of the course
Unlimited quiz attempts

Annuity Products & Applications

2 CE Credits

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

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

Overview

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)

Features

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

Delivery

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.

Price

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
Allow for 1-2 business days to access the module following the registration and payment process

$ 70 + applicable taxes for Advocis Members.
Non members pay $105 + applicable taxes.

Understand risk management techniques to avoid, control, retain or transfer risk
One-month window for completion of the course
Unlimited quiz attempts

Insurance Needs Analysis

6 CE Credits

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

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

Overview

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:

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

Features

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

Delivery

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.

Price

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
Allow for 1-2 business days to access the module following the registration and payment process

Essentials Series CE Modules

$ 140 + applicable taxes for Advocis Members.
Non members pay $210 + applicable taxes.

Stay current on important tax rules and issues impacting life insurance transfers
One-month window for completion of the bundle
Unlimited quiz attempts

Essentials of Life Transfers Bundle

4 CE Credits

This course is a bundle of the two Essentials Life Transfer courses:

Essentials of Family, Trust and Charitable Transfers & Essentials of Shareholder
Corporate and Partnership Transfers

These courses will keep you up to date on important tax rules and issues impacting life insurance transfers.

$ 75 + applicable taxes for Advocis Members.
Non members pay $115 + applicable taxes.

Understand the general rules applicable to life insurance
120-day window for completion
Unlimited quiz attempts

Essentials of Family, Trust and Charitable Transfers

2 CE Credits

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.

Learning Objectives

To keep advisors current on important tax rules and issues impacting life insurance transfers.

Financial advisors will learn:

General rules applicable to life insurance
Joint ownership
Gifts of life insurance policies
Transfers involving trusts

Overview

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:

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

Features

Unlimited quiz attempts
120-day window for completion

Delivery

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.

Price

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:

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

$ 100 + applicable taxes for Advocis Members.
Non members pay $150 + applicable taxes.

Understand the transfers involving shareholders and corporations
120-day window for completion
Unlimited quiz attempts

Essentials of Shareholder, Corporate and Partnership Transfers

2 CE Credits

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.

Learning Objectives

To keep advisors current on important tax rules and issues impacting life insurance transfers.

Financial advisors will learn:

Overview of basic rules applicable to life insurance
Deemed disposition rules
Policy transfers involving shareholders and corporations
Policy transfers involving partners and partnerships

Overview

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:

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

Features

Unlimited quiz attempts
120-day window for completion

Delivery

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.

Price

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:

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

$ 155 + applicable taxes for Advocis Members.
Non members pay $225 + applicable taxes.

Understand the various types of buy sell arrangements and the tax consequences of each
120-day window for completion of the bundle
Unlimited quiz attempts

Essentials of Buy Sells Bundle

4 CE Credits

This course is a bundle of the two Essentials Buy Sells courses:

Essentials of Buy Sells: Part One
Essentials of Buy Sells: Part Two

These courses will help you identify how to structure the life insurance policies and understand the various types of buy sell arrangements and the tax consequences of each.

$ 90 + applicable taxes for Advocis Members.
Non members pay $130 + applicable taxes.

Identify how to structure the life insurance policies
120-day window for completion of the bundle
Unlimited quiz attempts

Essentials of Buy Sells: Part One

2 CE Credits

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.

Learning Objectives

Financial advisors and planners will:

Understand the financing options available
Identify how to structure the life insurance policies
Understand the various planning considerations
Identify various aspects of shareholder agreements
Explain partnership buy-outs

Overview

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)

Features

Unlimited quiz attempts
120-day window for completion

Delivery

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.

Price

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:

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

$ 115 + applicable taxes for Advocis Members.
Non members pay $165 + applicable taxes.

Understand the various types of buy sell arrangements and the tax consequences of each
120-day window for completion of the bundle
Unlimited quiz attempts

Essentials of Buy Sells: Part Two

2 CE Credits

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.

Learning Objectives

Financial advisors and planners will:

Understand the various types of buy sell arrangements and the tax consequences of each
Understand family arrangements, including family trusts, estate freezes, shareholder agreements, pipeline planning, non-arms length transfers, holding companies, estate balancing and family law issues

Overview

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)

Features

Unlimited quiz attempts
120-day window for completion

Delivery

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.

Price

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:

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