Prepare for the Ethics module in the Life License Qualification Program.
Life Insurance Ethics and professional practice
Segregated funds, investments, retirement planning, taxation
Ethics, Life insurance contracts, and legal issues
The following topics are covered in this course:
The first chapter describes the legal framework that governs life insurance. Chapter 2 covers insurance policy provisions and individual and group accident & sickness insurance. Chapter 3 describes life insurance, accident & sickness insurance, and annuity claims-payment of proceeds. Chapter 4 covers the rules and principles governing the activities of life insurance agents and accident & sickness insurance agents.
The videos are narrated with PDF summary slides that describe the topics in an easy-to-understand manner. The reference book is 109 pages and has a lot of detail. This summary of the course focuses on the main aspects which are expected in the exam, as well as the knowledge which is required to provide clients with a high level of knowledge and experience.
Disclaimer:
The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct, and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license, or necessarily recommend these notes and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.
