Courses >> Continuing Education Program
No organization understands the challenges of your profession better than IFSE. We offer Continuing Education Courses for Insurance requirements. These courses give you the convenient option of earning all your credits through a single source. All course exams must be completed online.
The following courses are available for Continuing Education:
This course addresses ethical behaviour of life insurance agents in regards to their conduct towards their clients and the insurance companies that they represent. The life insurance agent must follow the standards set by statute, regulating bodies, and common practice.
At the end of this course you will be able to do the following:
- recognize and avoid situations that could lead to unethical or inappropriate behaviour
- evaluate a situation in which a subordinate, colleague, or superior is acting unethically and take the appropriate action
Topics Include:
- Ethical conduct
- Conflicts of interest
- Ethical selling
- Fiduciary obligations
- Principal/agent relationship
- Responsibilities and obligations
- Dealing with complaints and unethical behaviour
- Educational requirements, statutes, regulations, and codes of conduct
Prerequisites: None
Suggested study time: 3 – 6 months
Languages offered: English
Credit: 8 CE credits
Format: Paper
This course will help you to understand all aspects of leveraging, including insurance leveraging, in order for you to evaluate whether or not it is an appropriate strategy to suggest for your clients.
Topics Include:
- Definition of leverage
- Investing using leverage
- Risks of leverage
- Insurance leveraging
- Assisting your client
- Case studies
Prerequisites: None
Suggested study time: 3 – 6 months
Languages offered: English
Credit: 5 CE credits
Format: Paper
Segregated Funds Course
This course will help you to understand all aspects of segregated funds.
Topics Include:
- The nature and benefits of segregated funds
- The types of segregated funds available
- How segregated funds are managed and their performance
- How segregated funds compare with mutual funds including their unique features and regulatory requirements
- Taxation of segregated funds
- Your professional responsibilities
Prerequisites: None
Suggested study time: 3 – 6 months
Languages offered: English
Credit: 8 CE credits
Format: Web
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