Continuing Education – Product Matters

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:

Introduction to Segregated Funds (11 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.

  • 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

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
Register Now - Introduction to Segregated Funds

Life Insurance Products (10 CE)

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.

  • 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

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
Register Now - Life Insurance Products

Insurance Underwriting Process (4 CE)

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.

  • 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

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
Register Now - Insurance Underwriting Process

Annuity Products & Applications (2 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.

  • 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
Register Now - Annuity Products & Applications

Insurance Needs Analysis (6 CE)

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.

  • 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

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
Register Now - Insurance Needs Analysis

Essentials of Family, Trust and Charitable Transfers (2 CE)

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:

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

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)
  • Unlimited quiz attempts
  • 120-day window for completion
  • 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: $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
Register Now - Essentials of Family, Trust and Charitable Transfers
Register Now - Life Transfers Bundle

Essentials of Shareholder, Corporate and Partnership Transfers (2 CE)

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:

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

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)
  • Unlimited quiz attempts
  • 120-day window for completion
  • 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: $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
Register Now - Essentials of Shareholder, Corporate and Partnership Transfers
Register Now - Life Transfers Bundle

Essentials of Buy Sells: Part One (2 CE)

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:

  • 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

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)
  • Unlimited quiz attempts
  • 120-day window for completion
  • 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: $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
Register Now - Essentials of Buy Sells: Part One
Register Now - Essentials of Buy Sells Bundle

Essentials of Buy Sells: Part Two (2 CE)

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:

  • 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

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)
  • Unlimited quiz attempts
  • 120-day window for completion
  • 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: $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
Register Now - Essentials of Buy Sells: Part Two
Register Now - Essentials of Buy Sells Bundle