Courses

71 Lessons

This CAIB 2 Licensing Package is exactly what you need to pass the exam and contains study notes, online lectures and ~1000 practice questions.

All Courses, BC/SK/MB/Atlantic/CAIB

CAIB 3 Exam Prep Course

76 Lessons

This CAIB 3 Licensing Package has everything you need to pass the CAIB 3 exam: study notes, online lectures and ~1000 practice questions.

Level 2 Course Bundle (or RIBO 2 Technical)

Bundle up and SAVE $100. This package contains both the CAIB 2 & 3 courses.

RIBO 2 Technical Exam Prep Course

Bundle up and SAVE $200. This package contains the CAIB 1, 2 & 3 courses required to earn your RIBO 2 license.

All Courses, Alberta

Alberta General Insurance Level 2

91 Lessons

Our Alberta Level 2 Licensing Package makes it easy to pass the AIC Level 2 exam. This includes study notes, online lectures and ~1000 practice quest

Level 1 & 2 Course Bundle

3 Courses

Bundle & SAVE $200 for access to CAIB 1 / Fundamentals, CAIB 2 and CAIB 3.

Alberta General Insurance Level 1 & 2

Save $100 for access to BOTH Alberta Level 1 & 2 courses

All Courses, BC/SK/MB/Atlantic/CAIB

CAIB 4 Exam Prep Course (or RIBO 3 Management or Alberta Level 3)

78 Lessons

This CAIB 4/Level 3 Licensing Package is exactly what you need to pass the exam and contains study notes, online lectures and practice questions.

LLQP Exam Prep Course & Certification

This LLQP course bundle includes courses that will prepare and certify you to take all 4 modules of the LLQP exam, including: Life Insurance, A&S,

Life + A&S Insurance Continuing Education (CE) Course Bundle

16 Courses

Get Accredited Courses & Earn LLQP CE Credit Hours for just $10/month

RIBO 3 Management Exam Prep Course

Our RIBO 3 Management Licensing Package makes it easy to pass the RIBO 3 exam and start working as a principle broker. This includes study notes, onl

Alberta Level 3 Exam Prep Course

Our Alberta Level 3 Management Licensing Package makes it easy to pass the AB 3 exam and start working as a principle broker. This includes study not

All Courses, BC/SK/MB/Atlantic/CAIB

CAIB 1 Exam Prep Course

99 Lessons

Our CAIB 1 Licensing Package makes it easy to pass the Level 1 exam and take your first step into the insurance industry. This includes study notes,

RIBO 1 & 2 (Unrestricted - Technical) Course Bundle

SAVE $200 for access to RIBO** 1 & 2 courses.

Complete CAIB Exam Prep Course Bundle (Level 1, 2 & 3)

SAVE $300 for CAIB 1 / Fundamentals, CAIB 2, CAIB 3 & CAIB 4

CAIB^® Designation Upgrade Bundle

Bundle up and SAVE $100. This package contains both the CAIB 1 & 4 courses.

Level 2 & 3 Course Bundle

5 Courses

Bundle up and SAVE $200. This package contains CAIB 2, 3 & 4.

RIBO 2 & 3 Course Bundle

6 Courses

Bundle up and SAVE $200. This package contains CAIB 1, 2,3 & 4 and supplements required for the RIBO 2 & RIBO 3 exams.

All Courses, Ontario

RIBO Equivalency Course (Ontario Auto & RIB Act/Regulations/By-Laws)

53 Lessons

Our RIBO Equivalency Package makes it easy to pass the Equivalency exam with study notes, online lectures and practice questions.

LLQP Exam Prep (All Modules)

3 Courses

This LLQP Exam Prep course bundle includes courses that prepare you for all 4 modules of the LLQP exam including: Life Insurance, A&S, Segregated

All Courses, BC/SK/MB/Atlantic/CAIB

Saskatchewan General Insurance Level 1

109 Lessons

Our Fundamentals of Insurance/CAIB 1 Licensing Package makes it easy to pass the Level 1 exam and take your first step into the insurance industry. T

RIBO 1, 2 & 3 (Unrestricted - Technical & Management) Course Bundle

7 Courses

SAVE $300 for access to RIBO** 1, 2 & 3 (Management) courses.

All Courses

SK GICS Bylaws + Auto Insurance Part 1 & 2 Basic & Extension Courses

10 Lessons

Online course to help students pass the General Insurance Council of Saskatchewan Bylaws and Auto Bylaws exams.

All Courses, LLQP

LLQP Accident & Sickness Course Module

★ ★ ★ ★ ★ (7)

63 Lessons

This course prepares you for the Accident & Sickness module of the LLQP exam.

All Courses, LLQP

LLQP Segregated Funds Course Module

57 Lessons

This course prepares you for the Segregated Funds & Annuities portion of the LLQP exam.

All Courses, LLQP

LLQP Ethics Course Module

51 Lessons

This course prepares you for the Ethics & Professionalism module of the LLQP exam.

LLQP Practice Questions Bundle

Get access to hundreds of practice questions for all 4 modules of your LLQP exam for 3 months.

All Courses

Fundamentals of Insurance Practice Questions

29 Lessons

All Courses

Alberta General Insurance Level 1 Practice Questions

32 Lessons

All Courses

RIBO 1 Practice Questions

28 Lessons

All Courses

OTL Practice Questions (Other Than Life)

26 Lessons

All Courses

CAIB 2 Exam Prep Practice Questions

14 Lessons

All Courses

CAIB 3 Exam Prep Practice Questions

18 Lessons

All Courses

Alberta General Insurance Level 2 Practice Questions

21 Lessons

All Courses

CAIB 4 Exam Prep Practice Questions

16 Lessons

All Courses, LLQP

LLQP Life Insurance Practice Questions

Life Insurance Exam Practice Questions for HLLQP

All Courses, LLQP

LLQP Accident & Sickness Insurance Practice Questions

Accident & Sickness Insurance Exam Practice Questions for HLLQP

All Courses, LLQP

LLQP Segregated Funds Practice Questions

Segregated Funds Exam Practice Questions for HLLQP

All Courses, LLQP

LLQP Ethics & Professionalism Practice Questions

Ethics & Professionalism Practice Questions for HLLQP

All Courses

IC05 Claims Made Liability Forms - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

★ ★ ★ ★ (1)

Learn about Claims Made CGL forms and how they differ from Occurrence Based forms. Accredited for 1 CE Hour by BC-Insurance Products, AB, SK, MB, &am

All Courses

IC07 CGL and Contracts - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

★ ★ ★ ★ (1)

A review of "insured contracts", various forms of contractual obligations, leases, hold harmless, indemnity clauses, and how the CGL would respond to

All Courses

IC13 Faulty Powers - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

Learn about faulty workmanship, past legal decisions, how the CGL responds, and the evolving industry response to this risk. Accredited for 1 CE Hour

All Courses

IC18 Insurance to Value - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

Become a better broker and avoid E&O by learning how to help clients choose the right limits of insurance for various policies. Accredited for 1

All Courses

IC24 Professional Liability - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

Overview of the key clauses and conditions of standard Professional Liability and Errors & Omissions policies. Learn how to discuss this valuable

All Courses

IC26 Specialty / Uncommon Risks - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

This course is a study on specialty insurance, political risk, malicious tampering, supply chain, new exposures, 3D printing, nanotechnology, GMO's, e

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IC29 Umbrella Insurance - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

Learn about the history of the Umbrella Liability policy, the modern Umbrella policy, and alternatives. Accredited for 1 CE Hour by BC- Insurance Pro

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IC30 Wrap Up Liability - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

Learn the history of the Wrap Up Liability policy, standard wordings, and understand the intent and workings of the policy. Accredited for 1 CE Hour

All Courses

IC38 Basic Risk Management - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

★ ★ ★ ★ (1)

A study of basic risk factors, exposures, and risk mitigation for various lines of commercial insurance, fire, multi-perils, crime, and CGL. Accredit

All Courses

IC52 Cyber Risk Insurance Overview - 1 CE Hour (BC, AB, SK, MB, RIBO-TECH)

Learn about Cyber Insurance policies, liability exposures, policy wordings, and markets. Accredited for 1 CE Hour by BC, AB, SK, MB, & RIBO.

All Courses

IC53 Terrorist Acts Insurance Overview - 1 CE Hour (BC-Insurance Products & Compliance, AB, SK, MB, RIBO-TECH)

Learn the history of terrorist acts, government response, exclusions, markets available, and risk underwriting/pricing. Accredited for 1 CE Hour by B

All Courses

IC64 Art of Underwriting - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-PERSONAL SKILLS)

Learn about the art of underwriting based on different factors. Accredited for 1 CE Hour by BC-Insurance Products, AB, SK, MB, & RIBO.

All Courses

IC66 Course of Construction - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

3 Lessons

Learn about Builders Risk/Course of Construction, Wrap Up Liability & Faulty Workmanship specific to builders and developers. Accredited for 1 CE

All Courses

IC72 Government Data Protection Regulation - 1 CE Hour (BC-Compliance, AB, SK-ETHICS, MB, RIBO-MGMT)

If you work with Lloyd's, you will need to learn about GDPR (Government Data Protection Regulation). Get ahead of the curve when it comes to informati

All Courses

IC74 Fintrac - 1 CE Hour (BC-Compliance, AB, SK-ETHICS, MB, RIBO-MGMT)

3 Lessons

Insurance brokers are fiduciaries who handle money and should be familiar with anti-money laundering & FINTRAC to avoid E&O. Accredited for 1

All Courses

IC75 Code of Ethics/Conduct - 1 CE Hour (BC-Ethics, AB, SK, MB, RIBO-ETHICS)

Learn about codes of conduct in various provinces & ethics for insurance brokers and earn Ethics CE Credits. Accredited for 1 CE Hour by BC-Insura

All Courses

IC76 Cannabis - 1 CE Hour (1.5 RIBO CE Hours) (AB, SK, MB, RIBO-MGMT)

Learn about cannabis legalization and its impacts on insurance (personal & commercial lines). Accredited for 1.5 CE Hours by RIBO and 1 Hour is SK

All Courses

IC76.5 Cannabis Part 1 & 2 - 2 CE Hours (BC-Insurance Products & Compliance)

Learn about cannabis legalization, its impacts on insurance (personal & commercial lines), and how to insure them. Accredited for 2 hours in BC-I

All Courses

IC77 Cannabis and Insurance Part 2 - 1 CE Hour (AB, SK, MB, RIBO-TECH)

Learn about cannabis risks and how to insure them (special forms & conditions). Accredited for 1 CE Hour by AB, SK, MB, & RIBO.

All Courses

IC81 Drone Legislation and Insurance - 1 CE Hour (BC-Insurance Products & Compliance, AB, SK, MB, RIBO-TECH)

Learn about new drone legislation and drone insurance policies to protect your personal and commercial clients. Accredited for 1 CE Hour by BC- Insur

All Courses

IC82 Fair Customer Treatment - 1 CE Hour (BC-Ethics, AB, SK, MB, RIBO-ETHICS)

Learn the guidelines and outcomes to treating customers fairly according to the regulatory bodies of various provinces. Accredited for 1 CE Hour by B

All Courses

IC83 Blockchain and Crypto Currency - 1 CE Hour (BC-Insurance Products, SK, MB, RIBO-MGMT)

Learn about Blockchain, Ethereum, Smart Contracts, Cryptocurrency, and their impacts on insurance. Accredited for 1 CE Hour by BC-Insurance Products,

All Courses

IC84 Ethics of Selling - 1 CE Hour (BC-Ethics, AB, SK-ETHICS, MB, RIBO-ETHICS)

Learn about the provincial codes of conduct and how to ethically sell, advise, and deal with customers and other stakeholders. Accredited for 1 CE Ho

All Courses

IC85 Cyber Risk Index - 1 CE Hour (BC-Insurance Products, SK, MB, 2 hrs RIBO-TECH)

Learn about cyber risk insurance wordings for major insurers in Canada. Compare coverages so you can find the best one for your clients. Accredited f

All Courses

IC/MG88 MGA Basics - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-MGMT)

Learn the basics of how Managing General Agents (MGA's) work in the general insurance industry. Accredited for 1 CE Hour by BC-Insurance Products, AB,

All Courses

IC/MG89 MGA Underwriting - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

Learn how Managing General Agents (MGA's) underwrite risks. Accredited for 1 CE Hour by BC-Insurance Products, AB, SK, MB, & RIBO.

All Courses

IC/MG90 MGA Markets - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-MGMT)

Learn how Managing General Agents (MGA's) markets work and the benefits they bring to brokers. Accredited for 1 CE Hour by BC - Insurance Products, AB

All Courses

IC/MG91 MGA Compliance - 1 CE Hour (BC-Insurance Products & Compliance, AB, SK, MB, RIBO-MGMT)

This course is essential to help you avoid errors and omissions, claims or disputes with the MGA. Learn Managing General Agents (MGA) compliance to st

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IC100 Directors and Officers Insurance - 1 CE Hour (BC-Insurance Products, AB, SK, MB, RIBO-TECH)

★ ★ ★ ★ ★ (5)

D&O insurance is important for protecting profit & non-profit directors from liability. Accredited for 1 CE Hour by RIBO, BC - Insurance Produ

All Courses

Autoplan Course - 1 CE Hour (BC-Insurance Products)

This ICBC Autoplan course provides in-depth insurance training on Autoplan coverages, exclusions, and how it all works here in British Columbia. Accr

All Courses

Insuring Commercial Property - 1 CE Hour (BC-Insurance Products, SK & MB)

12 Lessons

Learn about insuring commercial property and when to recommend each of the 3 standard forms. Accredited for 1 CE credit hour in BC-Insurance Products

All Courses

Insuring Commercial Liability - 1 CE Hour (BC-Insurance Products, SK & MB)

8 Lessons

Learn about insuring commercial liability, basics of legal liability in Canada, sources of liability, standard coverages, endorsements & other lia

All Courses

Insuring Specialty Risks (Marine, Aviation & Surety) - 1 CE Hour (BC-Insurance Products, SK, MB)

6 Lessons

Learn about the basics of insuring specialty risks in Canada, including Marine & Aviation (including related risks like cargo/airport), and the pr

All Courses

Insuring Business Interruption - 1 CE Hour (BC-Insurance Products, SK & MB)

Learn coverage forms, risk management, and real-world case studies to protect income, reduce losses, and guide clients through disruptions with confid

All Courses

Crime Risks - 1 CE Hour (BC, SK & MB)

Learn how crime insurance protects businesses from burglary, theft, fraud, and employee dishonesty. Gain practical skills to manage risks, advise clie

All Courses

Insuring Commercial Automobiles - 0.5 CE Hour (BC-Insurance Products, SK & MB)

Learn about insuring commercial automobile risks, SPF 1 Owners Form, SPF 4 Garage Policy & SPF 6 Non-owned Auto Policy + miscellaneous endorsement

All Courses

Personal Lines Insurance - 1 CE Hour (BC-Insurance Products, SK & MB)

8 Lessons

This accredited CE course covers personal lines insurance policies and endorsements. Accredited for 1 CE credit hour in BC-Insurance Products, SK &amp

All Courses

Term Life Insurance - 2 CE Hours (Life) (BC-Insurance Products, AB, SK, MB & ON)

Overview of term life insurance and its key clauses, conditions, and important considerations when discussing this type of life insurance with clients

All Courses, IIROC

Universal Life Insurance - 2 CE Hours (Life) (BC-Insurance Products, AB, SK, MB & ON)

Learn about Universal Life Insurance, key clauses, conditions, and important considerations when discussing this with clients. Accredited for 2 CE cre

All Courses

Needs Analysis - 2 CE Hours (Life + A&S) (BC-Insurance Products, AB, SK, MB & ON)

Become a trusted advisor by understanding the client's need for various types of life insurance products. Learn about life, critical illness, disabili

All Courses

Segregated Funds - 2 CE Hours (Life) (BC-Insurance Products, AB, SK, MB & ON)

Segregated funds is a key product line for life insurance agents. Learn about types of segregated funds & investments, disclosures and fund facts,

All Courses

Ethics and Professional Standards for Life Insurance - 2 CE Hours (Life) (BC-Ethics, AB, SK-ETHICS 3 HRS, MB & ON)

Learn how to capitalize on this lucrative and untapped life insurance market with this continuing Ethics and Professional Standards for Life Insurance

All Courses

Annuities - 2 CE Hours (Life) (BC-Insurance Products, AB, SK, MB & ON)

Learn how to effectively advise your clients on these products by understanding features of annuities, types, features, terminology, advantages &

All Courses

Disability - 2 CE Hours (A&S + Life) (BC-Insurance Products, AB, SK, MB & ON)

Disability can lead to serious financial losses for your clients. Learn how to protect what's important to your clients with Accident & Sickness,

All Courses

Retirement Income - 2 CE Hours (Life) (BC-Insurance Products, AB, SK, MB & ON)

Businesses' life and health insurance needs are far greater than those of individual customers. Learn how to advise and capture this highly profitable

All Courses

Living Benefits To Protect Assets - 2 CE Hours (A&S + Life) (BC-Insurance Products, AB, SK, MB & ON)

Become a better life and health insurance advisor by understanding life products and how they fit into your client's overall financial planning. Accre

All Courses

Group Insurance - 2 CE Hours (A&S + Life) (BC-Insurance Products, AB, SK, MB & ON)

Group benefits has many parts: life insurance, critical Illness Insurance, long term care insurance, accidental death & dismemberment, health care

All Courses

Business Insurance - 2 CE Hours (Life + A&S) (BC-Insurance Products, AB, SK, MB & ON)

We will cover the need for business life insurance, structures, buy sell agreement, key person insurance, business overhead insurance, business capita

All Courses

Financial Planning - 2 CE Hours (Life) (BC-Insurance Products, AB, SK, MB & ON)

This course covers financial planning for life insurance professionals. Learn about the Financial Planning house, relevant software, and RESP. Accredi

All Courses

Underwriting Concepts for Life Insurance and Accident and Sickness - 2 CE Hours (Life) (BC-Insurance Products, AB, SK, MB & ON)

In this life insurance course, we cover: underwriting, functions and aspects of underwriting, financial operations of insurers, factors affecting unde

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Accident and Sickness Riders and Features - 2 CE Hours (A&S + Life) (BC-Insurance Products, AB, SK, MB & ON)

Learn to better communicate accident & sickness insurance to your clients. Topics include types of disability insurance and key factors and consi

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Ethics and Professional Standards for Accident & Sickness Agents - 1.5 CE Hours (A&S + Life) (BC-Ethics, AB, SK, MB & ON)

Ethics and professional standards CE course for Accident & Sickness agents. Accredited for 1.5 CE Hours for (BC-Ethics, AB, SK, MB & ON)

All Courses

Ethical Dilemmas and Enforcement for A&S Agents - 1 CE Hours (A&S) (BC - Ethics & Compliance, AB, SK, MB & ON)

This course covers Ethical Dilemmas and Enforcement for Accident & Sickness, including topics such as disciplinary statistics and process, and rev

All Courses

Portfolio Management - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

Learn everything you need to know to manage your client's investment portfolios, including active and passive portfolio management. This CE course has

All Courses

Exchange Traded Funds - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

Learn everything you need to know to about exchange traded funds (ETFs). Learn about types of ETF structures, ETF risks, investment strategies, and mo

All Courses

Financial Industry Guarantees with Assuris, CDIC and CIPF - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

Learn everything you need to know to about Financial Industry Guarantees with Assuris, CDIC and CIPF. This CE course has been reviewed by FP Canada a

All Courses

How To Use Fundamental And Technical Analysis To Assess Economic Trends - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

Economic principles are the key factors which are considered in fundamental analysis. Learn how to use fundamental analysis theories to analyze econo

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Tax Management Strategies For Financial Planners - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

Learn tax management strategies so you make informed decisions about which type of account to open and the implications regarding taxes. This CE cours

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Demystifying Derivatives Strategies for Investment Growth CE Course - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

This course will help you with the purpose of clarity with reference to the different types of derivatives, and various strategies for these options.

All Courses

Skills Enhancement To Become A Better Financial Advisor - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

Enhance advisor skills & create goal-oriented plans. Learn traits & skills of successful advisors, including client engagement, data analysis,

All Courses

Investment Products Overview - 1 FP Canada-Approved CE Credit

This course covers mutual funds (advantages, disadvantages, types, taxes, redemption plans), segregated funds (guarantees, taxes, features, disclosure

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Fixed Income and Stocks - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved Credit

This course covers fixed income products (bonds, T-Bills) with concepts like coupon, yield, pricing, duration, and features like convertible and retra

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Government Benefits for Retirement Planning - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

This course covers government pensions (OAS, CPP), company pension plans (defined benefit, defined contribution), and tax-free savings accounts in Can

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Term Life Insurance Compliance Issues - 2 FP Canada-Approved CE Credit + 2 MFDA-Approved CE Credit

This course covers licensed insurance advisors providing advice on different types of insurance products, including life insurance. This CE course has

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Using Financial Statements for Investment Advice - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

This course covers understanding financial statements, including statements of financial position, comprehensive income, and ratios for investment an

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Key Organizations in the Canadian Securities Industry - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

This course covers important topics, including suppliers of capital, users of capital, investment dealers, markets, and different organizations and re

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Working With Retail & Institutional Clients- 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

This course elaborates on the steps to maintain a positive relationship with clients and walks through the financial planning process. This CE course

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Mutual Fund Fees & Dealer Registration - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

This course explains the management expense ratio and various sales charges, including front-end & back-end fees, taxation items, and registration

All Courses

Social Media Compliance Guidelines for Financial Advisors - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

This course covers social media principles, including building a business presence, maintaining professionalism, and identifying prohibited content. T

All Courses

Understanding Mutual Fund Types and Performance - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

This course tells the advantages and disadvantages of mutual funds and how mutual funds are formed and controlled. This CE course has been reviewed by

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Sales Management Skills for Financial Planners - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

Learn sales strategies for financial advisors, sales management strategies, best sales strategies, and expert tips for managing a successful sales tea

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Product knowledge For Estate Planning - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

Learn about estate planning, life insurance (permanent & term), business life, & disability insurance, including buy-sell agreements and key p

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Ethical Dilemmas in the Financial Industry - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

This course covers FP Canada's code of ethics, complaints summary, enforcement cases, IIROC rules, and education/experience requirements in the securi

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Enforcement Case Studies for Financial Planners - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

This course covers enforcement cases, including background, conduct breach, penalty, conduct review, and questions for learning. This CE course has be

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Marketing Tips for Financial Planners- 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

Learn everything about marketing tips for financial planners. The course also reviews marketing materials & ideas for advisors to generate leads &

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Universal Life Insurance Product Knowledge- 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

Learn about life insurance products, types, and benefits. The course also explains universal life insurance terminology, features, & pricing facto

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Ethics & Compliance in The Financial Sector - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved Credit

This course covers case studies on ethical breaches by financial planners, including conflicts of interest, misrepresentation, suitability, and more.

All Courses

Investment and Trading - Conduct and Practices Case Studies - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved Credit

This course covers legal framework, ethics, and case studies for financial professionals, including capacity, PoA, divorce, wills, trusts, money laund

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Fundamentals of Estate Planning - 1 FP Canada-Approved CE Credit + 1 MFDA-Approved CE Credit

This course covers planning your estate, making your will, planning your estate, being an estate representative, settling the estate, & giving a p

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Professional Responsibility During Financial Planning Process - 1 FP Canada-Approved CE Credit

Learn everything you need to know to about exchange traded funds (ETFs). Learn about types of ETF structures, ETF risks, investment strategies, and mo

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Financial Planning Basics For The Family - 1 FP Canada-Approved CE Credit

Learn everything you need to know to about exchange traded funds (ETFs). Learn about types of ETF structures, ETF risks, investment strategies, and mo

All Courses

Structured Products for Investment - 1 FP Canada Approved CE Credit

Learn everything you need to know to about exchange traded funds (ETFs). Learn about types of ETF structures, ETF risks, investment strategies, and mo

All Courses, Broker Resources

Cyber Insurance Index

155 Lessons

All Courses

CAIB 4 Exam Prep Study Guide

All Courses

CAIB 3 Exam Prep Study Guide

8 Lessons

All Courses

CAIB 2 Exam Prep Study Guide