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Course Description Credits Select
The 90% Retirement Income Factors
The 90% Retirement Income Factors

Guaranteed Lifetime Income: Creating your Personal Pension Program
presentation by Peter Wouters, Director, Tax Retirement and Estate Planning Services, Empire Life, 2019

1
1
1
1
1
1
1
Life ON
Life BC
Life SK
AAC
FPSC
Life MB
A&S MB
$20.00 
FREE*
A Matter of Trust: FPSC Professional Conduct Continuing Education for CFP Professionals, with Rod Burylo
A Matter of Trust: FPSC Professional Conduct Continuing Education for CFP Professionals, with Rod Burylo

1 IIROC credit
1 Hour Life (BC, SK, ONT)
1 Hour Life & A&S for MB (Course #29575)
FPSC: Pending
IIROC: Professional Development - 1.00
AIC: 1.00 Life, 1.00 A&S (Course ID#- 47339)
Outline:
This course introduces Financial Advisors to the most important concepts and issues related to trust and the financial services industry. This seminar is provided by financial services author, educator, and ethics specialist, Rod 
Burylo.
1
1
1
1
1
1
1
1
1
IIROC
FPSC
Life BC
Life ON
Ethics SK
Life MB
A&S MB
AIC Life
AIC A&S
$25.00 
$20.00*
Legal Expense Insurance for Business Owners
Legal Expense Insurance for Business Owners

0.50 Hour Life (BC, SK, ONT), 0.50 Hour Life & A&S for MB (Course #- 30329), FPSC: 0.50 Practice Management (Course ID#- 4713), AIC: 0.50 Life, 0.50 A&S, 0.50 General (AAC ID#- 48221)

In this informative session, Matthew Pollock from DAS Canada will go through what legal expense insurance is and how you can protect yourself and your business from the implications of a legal dispute.
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5
Life BC
Life SK
Life ON
Life MB
A&S MB
FPSC
AIC A&S
AIC Life
AIC General
exclusive to IFB members
Silver Advisor Tsunami, with Roland Chan
Silver Advisor Tsunami, with Roland Chan

0.5 IIROC credits, 1 Hour Life (BC, SK, ONT), 1 Hour Life & A&S for MB, FPSC: 1.00 Practice Management, AIC: 1.00 Life, 1.00 A&S. This presentation will highlight the current state of succession planning in our industry and the problem as it pertains to firms, advisors, and consumers. Roland will share some independent research conducted on that topic, and provide some actionable strategies for firms and advisors.
0.5
1
1
1
1
1
1
1
1
IIROC
Life BC
Life SK
Life ON
Life MB
A&S MB
FPSC
AIC Life
AIC A&S
$20.00 
FREE*
Anatomy of an E&O Policy, with Roberta Tasson
Anatomy of an E&O Policy, with Roberta Tasson

1 Hour Life (BC, SK, ONT), 1 Hour Life & A&S for MB (Course #- 29917), FPSC: 1.00 Practice Management (Course ID#- 3544), AIC: 1.00 Life, A&S and General (AAC ID# 47663)

Whether you are a general insurance agent that sells and services individual or group professional liability policies, or a life and/or A&S agent that purchases E&O as a mandatory licensing requirement, you are well advised to acquaint yourself with this type of insurance. Not all coverage is created equal, and Roberta Tasson, a partner at The Magnes Group, an independently owned property and casualty brokerage that has become a national leader in delivering insurance and risk management solutions to specific niche markets, will provide an overview of common plan features, exclusions, and trends in the professional liability market.
1
1
1
1
1
1
1
1
Life BC
Life SK
Life ON
Life MB
A&S MB
FPSC
AIC A&S
AIC Life
$20.00 
FREE*
Anti-Money Laundering and Anti-Terrorist Financing for Independent Life Insurance Advisors
Anti-Money Laundering and Anti-Terrorist Financing for Independent Life Insurance Advisors

6 hours for Life Lincense (BC, SK, ON)
6 hours Life and A&S for MB (Course #30605)
6 hours Life and A&S for AB (AAC# 48660)
FPSC: 3 hours Financial Planning & 3 hours Practice Management (Course ID# 4878)
Outline:
This course has been developed specifically for independent life insurance advisors by IFB, and provides comprehensive training, along with a fully updated Guidance Manual, templates and a training calendar. A copy of the Guidance Manual can be purchased separately, and forms part of a complete AML-ATF Compliance Regime.
6
6
6
6
6
6
6
6
FPSC
Life BC
Life ON
Life SK
Life MB
A&S MB
Life AB
A&S AB
$200.00 
$150.00*
Anti-Money Laundering and Anti-Terrorist Financing for Independent Life Insurance Advisors (Refresher version)
Anti-Money Laundering and Anti-Terrorist Financing for Independent Life Insurance Advisors (Refresher version)

3 hours for Life Lincense (BC, SK, ON)
3 hours Life and A&S for MB (Course #31252)
3 hours Life and A&S for AB (AAC #50350 )
FPSC: 1.5 hours Financial Planning & 1.5 hours Practice Management (Course ID#5305 )
Outline:
This is a shorter version of the AML/ATF Course for Independent Life Insurance Advisors, and is intended to be a refresher for those who have taken the full course. The full course includes the updated AML/ATF Guidance manual, checklist, and customisable templates to create an AML/ATF Compliance Regime. If you would like to purchase the Manual, Checklist, or Templates separately you can do so on IFB Academy.
3
3
3
3
3
3
3
3
FPSC
Life BC
Life ON
Life SK
Life MB
A&S MB
Life AB
A&S AB
$100.00 
$75.00*
Anti-Money Laundering for Securities 2017
Anti-Money Laundering for Securities 2017

6 IIROC Credits, 6 hours Life License CE in BC, SK, MB, ON, 6 SUI for designation.
Anti-money laundering and anti-terrorist financing training is fundamental to any firm’s compliance regime.  It is vital that all staff within the firm have a clear and effective understanding of the regulations.

After taking this course (updated May 2017), the professional will fully understand the basic AML regulations and the reasons for their implementation. They will be able to clearly communicate, as their role requires, the importance of AML regulations to clients and staff. They will have a complete understanding of how Money Laundering affects the world’s economies and what they can do to prevent it.
 

 

6
6
6
6
6
6
IIROC
Life BC
Life SK
Life MB
Life ON
SUI
$250.00 
$200.00*
Future Trends in Employee Benefits
Future Trends in Employee Benefits

1 Hour Life (BC, SK, ONT), 1 Hour Life & A&S for MB, FPSC: 1.00 Practice Management, AIC: 1.00 Life, 1.00 A&S. This presentation will look at:
Mental Health in the Workplace
Prevalence of MH in the workplace, Social and Economic impact, Dispelling the myths of what mental illness is and is not, Mental Injury, psychosocial risk factors in the workplace, From awareness to action, a Go-to Guide for Businesses/Advisors, Prevention, Support, Return to Work
1
1
1
1
1
1
1
1
Life BC
Life SK
Life ON
Life MB
A&S MB
FPSC
AIC Life
AIC A&S
$20.00 
FREE*
Introduction to Exchange Traded Funds
Introduction to Exchange Traded Funds

4 IIROC Professional Development Credits, 4 hours CE in SK, MB, ON; 4 SUI for designation.

Canadian investors have approximately $95 billion invested in more than 400 Canadian-listed ETFs. As ETFs gain in popularity as an alternative to other traditional collective investment vehicles they will start to be a greater focus by the regulators and the investment professionals need to be prepared.

The objective of this course is to provide the financial services professional with an overview of Exchange Traded Funds.

4
4
4
4
4
4
IIROC
FPSC
SUI
Life SK
Life MB
Life ON
$250.00 
$200.00*
Workshop Description Credits Select
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Description Term Select
Advisor SmartCase®
Advisor SmartCase®

A new way to:
  • reward your top advisors
  • support compliance
  • say thank you to your team

A secure and private online storage system for advisors’ compliance-related PDF documents.

With a SmartCase®, Advisors can:
  • Keep all CE Certificates safely in one place for easy retrieval and verification of CE hours.
  • Upload PDF copies of O&E certificates, licenses and registrations.
  • Store copies of Fintrac compliance regime, Privacy/CASL consent and Disclosure documents.

All instantly available – from any location – in the event of an audit.
12 months $95.00*