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Number of results: 133

The Principled Advisor: Tips and Insights for Serving Seniors

Advisors discuss how to best serve senior clients in three challenging scenarios.

August 12, 2022

Course provider:   CE Corner

Price:

$0.00

Course Type:

Web Link

Categories: Ethics

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

Credits:

RIBO 

1.00

Price:

$0.00

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

Credits:

IIROC Cycle 9 

2.00

Price:

$0.00

Course Type:

Web Link

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

Price:

$0.00

Course Type:

Pdf

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

Credits:

RIBO 

1.00

Price:

$0.00

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

Credits:

The Institute 

1.00

Price:

$0.00

Course Type:

Video

Categories: Practice Management


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