The Principled Advisor: Tips and Insights for Serving Seniors
Advisors discuss how to best serve senior clients in three challenging scenarios.
August 12, 2022
Protection Post-Pandemic: The 'New Normal' for Your Commercial Clients
Discover how the P&C industry is adapting to their clients’ changing
August 04, 2022
Course provider: Canadian Underwriter
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Credits: |
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RIBO |
1.00 |
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Course Type: |
Web Link |
Categories: Property & Casualty
Understanding Decentralized Finance
DeFi has the potential to disrupt traditional finance but what is it really? This
August 04, 2022
Course provider: Canadian RegTech with CE Corner
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Credits: |
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IIROC Cycle 9 |
2.00 |
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Course Type: |
Web Link |
Categories: Professional Development Compliance
Financial Literacy for the Whole Family
Ongoing discussions about money matters enable children to develop financial literacy and the foundational
July 18, 2022
Course provider: Canada Life with CE Corner
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Course Type: |
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Categories: Finance Professional Development Financial Planning
What the Ontario election means for the P&C insurance industry
Ontarians have a new government. The province and the country are facing great uncertainty
June 28, 2022
Course provider: Canadian Underwriter
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Credits: |
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RIBO |
1.00 |
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Course Type: |
Web Link |
Categories: Property & Casualty
All About Client Segmentation
Create a segmentation strategy that fits your business model and preferred clientele.
June 16, 2022
Course provider: AGF Management Limited
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Credits: |
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The Institute |
1.00 |
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Course Type: |
Video |
Categories: Practice Management
