The premier CE destination for Canada's financial professionals

Mental Health

Advisors will gain a good understanding of mental illness, as well as the symptoms, causes and risk factors of the most common conditions. They will also gain knowledge on the information required by underwriters in order to provide a complete application that enables the underwriter to make an accurate and informed decision. 

Advisors will gain the knowledge to:

• have a clear understanding of what mental illness is
• understand the incidence of mental illness in Canada and the populations most affected
• understand the most common types of mental illness (including symptoms and treatment)
• understand the underwriting considerations related to mental illness

 

Not available in Quebec or Alberta

Insurance and the business owner

Insurance can support estate planning, cover capital gains upon death and more.

To take the French version of this course and earn credits from La Chambre de la sécurité financière go here. 

 

Guide to market recoveries

Credits pending. 

Two veteran Capital Group portfolio managers - one U.S., one international - offer their views on the path to recovery for the global economy and world markets. They provide a healthy dose of optimism and long-term perspective. 

What's Next for Equity Markets?

How should investors navigate equity markets during this period of coronavirus-induced volatility? Which sectors will be hardest hit? And is this a buying opportunity for long-term investors? Veteran equity portfolio managers Jody Jonsson and Joyce Gordon, whose experience spans multiple market declines, offer their experience. 

 

Understanding Assuris Protection

As a financial advisor, part of helping your clients build their overall financial plan includes a discussion about insurance options. It is also important to help them become informed consumers by advising them of the protection provided by Assuris. This CE module explains how Assuris protects policyholders, should a company fail, by continuing their covered benefits under the original terms of the policy. It also explores different “real-life” scenarios so you can reassure your clients and give them peace of mind.