Course curriculum

    1. Introduction

    2. Quiz 1 - Distance selling and RRADM

    3. Quiz 1 - Distance selling and RRADM

    4. Answer Quiz 1 - Distance selling and RRADM

    5. Q2 - FINTRAC identification

    6. Q2 - FINTRAC identification

    7. Answer Quiz 2 - FINTRAC identification

    1. The beneficiary, who is it?

    1. Explanation of exclusions

    2. Non-certified assistant - marketing

    3. Assistant - notice of replacement

    4. FNA or Financial update?

    5. Second child - FNA or update?

    6. Who can provide an advice on insurance products?

    1. Confidential documents by e-mail

    1. Quiz 3 - LinkedIn Solicitation

    2. Quiz 3 - LinkedIn Solicitation

    3. Answer - Quiz 3

    4. Irrevocable designation - will

    5. Designation of a civil union spouse

    6. Quiz 4 - Minor policyholder - Policy loans

    7. Quiz 4 - Minor policyholder - Policy loans

    8. Answer Quiz 4 - Minor policyholder - Policy loans

    9. Minor child policyholder - 50k CSV policy

    1. Insurable interest on an employee's life

    2. Quiz 5 - Insurable interest - policy assigned

    3. Quiz 5 - Insurable interest - policy assigned

    4. Answer Quiz 5

    5. Insurable interest - change in shareholding

    6. Who has an insurable interest?

    7. Advisor's liability regarding insurable interest

    8. Insurable interest - Assignment vs Transfer upon death

    9. Insurable interest - Borrower

    10. Quiz 6 - Surviving spouse - De facto separation

    11. Quiz 6 - Surviving spouse - De facto separation

    12. Answer Quiz 6

    13. Legal separation and locked-in annuity

    14. Common-law partner living with a non-divorced spouse

About this course

  • $75.00
  • 39 leçons
  • 0 heures de contenu vidéo

Reinforce your knowledge with our interactive Quiz. Master compliance and insurance with a specialist in the field!

Enroll today