Develop Your Skills

Acquire the knowledge you need to excel in your career.

Invest in High-Quality Training

Open the door to career opportunities and professional growth, exclusively for responsible leaders.

Build Your Success

Create a solid financial future by becoming a recognized expert in the financial services sector.

About this course

This course is specifically designed for finance professionals looking to stand out and succeed in a competitive environment. By enrolling, you will gain in-depth knowledge, expert insights, and a personalized career plan to achieve your financial goals.

Meet Your Instructor

Hello, I’m Isabelle N. Tremblay, a lawyer in the financial sector for nearly 30 years, and I will be your guide throughout these training sessions. For over a decade, I have been committed to sharing my knowledge to help you practice your profession with rigor, professionalism, and full compliance. Join me as we explore the fascinating world of insurance and financial security together.

Contenu du Cours

10 Chapters · 37 Lessons

  1. 1

    Introduction

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Introduction

  2. 2

    Protection of personal information

    1. (Included in full purchase)

      Independent representative and the law

    2. (Included in full purchase)

      Collect of personal information

    3. (Included in full purchase)

      Client's consent

    4. (Included in full purchase)

      Avoquiz 1: Requirements for a personal information collection form

    5. (Included in full purchase)

      Answer Avoquiz 1

    6. (Included in full purchase)

      Avoquiz 2 - Consent

    7. (Included in full purchase)

      Avoquiz 2 - Consent

    8. (Included in full purchase)

      Answer Avoquiz 2

  3. 3

    Complaint examination obligations

    1. (Included in full purchase)

      Complaint reporting

    2. (Included in full purchase)

      Complaint reporting of an independent representative

    3. (Included in full purchase)

      Complaint examination policy

    4. (Included in full purchase)

      Verbal complaint

    5. (Included in full purchase)

      Avoquiz 3 - Complaint reporting

    6. (Included in full purchase)

      Avoquiz 3

    7. (Included in full purchase)

      Avoquiz 3 - Answer

  4. 4

    Money laundering and terrorist financing activities

    1. (Included in full purchase)

      Identification of the client

  5. 5

    Canada's anti-spam legislation (CASL)

    1. (Included in full purchase)

      Inquiry about your services

    2. (Included in full purchase)

      Business card

    3. (Included in full purchase)

      Existing business relationship (EBR)

    4. (Included in full purchase)

      Avoquiz 4 - email published on website

    5. (Included in full purchase)

      Answer Avoquiz 4

    6. (Included in full purchase)

      LinkedIn private message

    7. (Included in full purchase)

      Email's request to send a CEM

  6. 6

    Competition Act

    1. (Included in full purchase)

      Conspiracies, agreements or arrangements between competitors

  7. 7

    Liability Insurance

    1. (Included in full purchase)

      Liability insurance coverage

    2. (Included in full purchase)

      Proof of liability insurance

  8. 8

    Canada's National Do Not Call List

    1. (Included in full purchase)

      Telemarketers obligations

    2. (Included in full purchase)

      Internal Do Not Call List

    3. (Included in full purchase)

      Existing business relationship

    4. (Included in full purchase)

      Avoquiz 5 - personal references

    5. (Included in full purchase)

      Answer Avoquiz 5

    6. (Included in full purchase)

      Hours for sollicitation

  9. 9

    External Activities

    1. (Included in full purchase)

      Outside activities to declare

    2. (Included in full purchase)

      Segregation of clienteles

  10. 10

    Final test

    1. (Included in full purchase)

      Final test

Are you ready to test your knowledge?

Don't miss this unique opportunity to stand out and thrive in the financial sector. Enroll today to start your transformation!

$75.00

It all starts here!