About Us.

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FALL / WINTER 2015

CATALOGUE

FALL / WINTER 2015

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About Us

Non Solis Nobis – Not for Ourselves Alone. Our motto holds as true today as it did when the Life Underwriters Association of

Canada — now Advocis, The Financial Advisors Association of Canada — was founded in 1906.

Advocis, the oldest and largest voluntary professional association for financial advisors and planners in the nation, fosters professionalism, raises standards for financial advisors and planners, and protects consumers. The association also supports groundbreaking research, promotes the value of financial advice, and works frequently with decision-makers and the public to maintain the reputation of our profession.

More than 11,000 advisors and planners in 40 chapters across Canada belong to Advocis. Our members adhere to the highest professional standards through an established Code of Professional Conduct, uphold best practice standards, participate in mandatory continuing education programs through the Advocis Learning Centre, and maintain appropriate levels of liability insurance.

Professional financial advisors and planners are essential to the Canadian economy. At Advocis we are working to create an environment in which all financial practitioners sustain the strongest principles, and Canadians have access to the advice they need.

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Welcome

At Advocis, we don’t just advocate on behalf of the profession — we go the distance to equip our members with the skills and tools they need to succeed. Over the past century, Advocis has forged a reputation in the industry for offering top-quality educational programs that help professional financial advisors to meet their practical business needs and grow their practice. The Advocis Learning Centre offers a wide range of continuing education and designation courses designed to align with financial advisor competencies and practice behaviors. By choosing the Advocis Learning Centre, you’ll receive industry-leading education — a value deeply rooted in the long-standing history of Advocis.

We are committed to helping you advance in your business and facilitating the ongoing pursuit of

knowledge and expertise to help you provide service excellence to consumers.

Regardless of where you’re at in your career, the Advocis Learning Centre is the trusted source to guide you along your optimal pathway to ongoing career milestones.

Our Guarantee

Institute-accredited CE offers near-universal acceptance towards meeting CE requirements of regulators and designation-granting bodies. If the applicability of an Institute-accredited program is questioned by any jurisdiction, in an audit situation, please contact us for assistance at [email protected].

Member-Exclusive Online Best Practices Manual

(BPM)

Being an Advocis member has its perks. A key membership benefit is exclusive access to the online Best Practices Manual, the most comprehensive and essential resource for financial advisors in Canada, developed by Advocis.

A functional toolbox for all advisors, regardless of discipline, the online BPM contains over 80 downloadable forms and

templates, with practice aids, tips, checklists, questionnaires, and sample letters. Structured around five key areas — Marketing, Advice Delivery, Employee Benefits, Business Essentials, and Compliance — the online BPM provides the research and

information to help you maximize productivity and profitability in your practice. With this all-encompassing, go-to guide, you will stay on the leading edge of the financial industry.

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Advocis Learning Centre

The first step to becoming licensed to offer insurance solutions to your clients is to successfully complete an approved Life Licensing Qualification Program (LLQP). The Advocis/Foran LLQP, which over the years has earned an impressive reputation and boasts a very high first-time pass rate, is your best choice to develop the product understanding to get your career going.

Advocis recognizes the high value of building a superior level of technical knowledge and expertise as a financial practitioner to effectively meet the needs and objectives of your clients. The Advocis Learning Centre offers highly regarded education programs that lead to a designation. These programs are a testament to our commitment to equipping members with the advanced skills they need to provide elite-level service to clients. Through the Advocis Learning Centre, you can obtain the education required to earn three industry-recognized designations — CFP, CLU and CHS — and add a high degree of prestige to your business, further benefiting your clients.

Meeting the changing needs of clients often requires you to expand your knowledge and qualifications. As you grow your practice and diversify your client base, the certificate programs offered through the Advocis Learning Centre are an ideal option to broaden your scope and approach to advice.

Our selection of comprehensive and in-depth certificate programs enables you to concentrate on your specific interest areas, customize your learning, and build on your current experience in order to better serve each client — a factor we recognize as being crucial to the ongoing success of your business.

A key foundation that the Advocis Learning Centre was built on is the firm belief that education is an ongoing process. This is why we strongly emphasize the importance of continually updating your skills and knowledge in order to meet the needs of your clients. By offering relevant Continuing Education (CE) and professional development opportunities, we provide the learning required to maintain professional excellence and a high level of ethical standards and practice competencies.

Earn a Designation

Complete a Certificate Get Licensed

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About Us ...3

Welcome ...4

Advocis Learning Centre ... 5

ADVOCIS/FORAN LIFE LICENSE QUALIFICATION PROGRAM ... 9

Life License Qualification Program (LLQP)...10

Life License Qualification Program – Accident & Sickness (LLQP – A&S) ...11

DESIGNATION PROGRAMS ...12

CCH/Advocis Certified Financial Planner (CFP®) Certification Program ...13

231 – Financial Planning Fundamentals ... 14

232 – Contemporary Practices in Financial Planning ... 15

233 – Comprehensive Practices in Risk & Retirement Planning ... 16

234 – Wealth Management & Estate Planning ... 17

245 – CCH/Advocis FPSC-Approved Capstone Course ... 18

Chartered Life Underwriter (CLU®) Designation Program ...19

235 – Advanced Taxation ...20

236 – Law ... 21

237 – Advanced Estate Planning ...22

Certified Health Insurance Specialist (CHS™) Designation Program ... 23

303 – Disability Income Insurance, Individual & Group...24

504 - Critical Illness, Long-Term Care & Group Benefits ...25

CERTIFICATE PROGRAMS ... 26

Critical Illness Insurance Certificate Program ... 26

CI: Product Design & Marketing ...27

CI: Plans, Options & Provisions ...28

CI: Underwriting & Claims ...29

Long-Term Care Certificate Program ... 30

LTC: Senior Care in Canada ... 31

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Licensing Programs

The first step in becoming licensed to offer insurance solutions to your clients is to successfully complete an approved Life License Qualification Program (LLQP). Recognized as one of the top programs leading to a first-time pass rate, the Advocis/ Foran LLQP is the best choice to develop the product understanding to get your career underway.

An important outcome of this engagement may be the offering or selling of insurance or investment products that are put in place to implement

recommendations and realize those plans. For this purpose, financial advisors are required to obtain a license from their provincial regulator.

Who Should Enrol?

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Advocis/Foran Life License Qualification Program

Life License Qualification Program

(LLQP)

Overview

The first step in becoming licensed to offer insurance solutions to your clients is to successfully complete an approved Life Licensing Qualification Program (LLQP). Recognized as one of the top programs leading to a first-time pass rate, the Advocis/ Foran LLQP is the best choice to develop the product understanding to get your career underway.

Designed as a self-study program, the Advocis/Foran LLQP is organized according to the specific learning areas the provincial regulator will test you on.

Program Structure

The Advocis/Foran LLQP program consists of four modules – Life Insurance, Accident & Sickness, Segregated Funds & Annuities and Ethics & Professional Practice or Ethics & Professional Practice (Québec). Each module has a corresponding modular certification exam, which must be completed with a minimum grade of 60 per cent. Once ALL of the certification exams have been successfully completed, you will be eligible to write the four corresponding provincial exams to obtain your license.

Features

• One year window for completion • Complimentary Advocis membership • 24/7 access to the Advocis Learning Centre

• Tips tool for further definitions or examples on key topics • Robust Practice Exam Tool (PET) for extensive exam practice • Chapter quizzes

• First certification exam attempt

• Detailed analysis of certification exam performance • Access to the Binder tool

• Download PDF version of course content • Access to help for course-related questions

CE Credits

30 (overall program)

Registration

Members &

Non-members:

$395.00 (plus taxes)

Format

Self-study:

Online learning & certification exams

Additional Material

Optional printed study material for the program ($50.00 plus shipping & taxes)

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Advocis/Foran Life License Qualification Program

Life License Qualification Program – Accident & Sickness

(LLQP – A&S)

Overview

The first step in becoming licensed in the area of accident and sickness is to successfully complete an approved Life License Qualification Program – Accident & Sickness. Recognized as one of the top programs leading to a first-time pass rate, the Advocis/Foran LLQP A&S is the best choice to develop the product understanding to get your career underway.

Designed as a self-study program, the Advocis/Foran LLQP is organized according to the specific learning areas the provincial regulator will test you on.

Program Structure

The Advocis/Foran LLQP – Accident & Sickness program consists of two modules – Accident & Sickness and Ethics & Professional Practice or Ethics & Professional Practice (Québec). Each module has a corresponding modular certification exam, which must be completed with a minimum mark of 60 per cent. Once BOTH of the certification exams have been successfully completed, you will be eligible to write the two corresponding provincial exams to obtain your license.

Features

• One year window for completion • Complimentary Advocis membership • 24/7 access to the Advocis Learning Centre

• Tips tool for further definitions or examples on key topics • Robust Practice Exam Tool (PET) for extensive exam practice • Chapter quizzes

• First certification exam attempt

• Detailed analysis of certification exam performance • Access to the Binder tool

• Download PDF version of course content • Access to help for course-related questions

CE Credits

15 (overall program)

Format

Self-study:

Online learning & certification exams

Additional Material

Optional printed study material for the program ($50.00 plus shipping & taxes)

Registration

Members &

Non-members:

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Designation Programs

CFP 231 Financial Planning Fundamentals CFP 233 Comprehensive Practices in Risk & Retirement Planning CFP 232 Contemporary Practices in Financial Planning CFP 234 Wealth Management and Estate Planning CHS 303 Disability Income Insurance CHS 504 Critical Illness, Long-Term Care and Group

Benefits Start FPSC Level 1® Examination in Financial Planning CFP 245 CCH/Advocis FPSC®_-approved Capstone Course CFP® Examination Start CLU 235 Advanced Taxation CLU 236 Law CLU 237 Advanced Estate Planning Start or or

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CCH/Advocis Certified Financial Planner

(CFP®)

Certification Program

Advocis is a proud founding member of the Financial Planning Standards Council® (FPSC®), which was established in November 1995 with the core mission of “promoting and enforcing professional standards in financial planning through the Certified Financial Planner® certification, and raising Canadians’ awareness of the importance of financial planning.” Advocis continues to support and uphold this commitment to promoting competency and ethical standards among financial advisors and planners.

CCH and Advocis have formed a partnership to develop an FPSC-approved education program leading to CFP® certification, to provide practitioners with a high degree of education in the delivery of competent financial planning advice and service. The CFP® designation is conferred by FPSC after students complete rigorous examinations and meet other standards set by FPSC.

CFP® designation holders are highly regarded for their ability to provide clients with comprehensive financial planning services. CFP® designation holders put clients’ interests first and ensure clients’ financial needs and objectives are being met through the financial planning process.

Who Should Enrol?

• Individuals looking to earn the internationally-recognized CFP® designation • Financial services professionals or specialists looking to help consumers plan

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CCH/Advocis Certified Financial Planner

(CFP®)

Certification Program

231 – Financial Planning Fundamentals

Overview

This course introduces the fundamentals of financial planning, and looks at concepts and applications associated with financial calculations and financial statement analysis. Contracting and family law basics are covered followed by a review of government-sponsored benefit programs.

Features

• Self-test questions, practice exercises and case studies • First exam attempt

• 120-day window for completion

• 24/7 access to the Advocis Learning Centre

• Access to help for course-related questions — online and fax

CE Credits

38 study hours (Advocis)

For more detailed information, please see Appendix A.

Registration

Members:

$450.00 (plus taxes and shipping)

Non-members:

Format

Self-study:

Printed study guide & online testing

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CCH/Advocis Certified Financial Planner

(CFP®)

Certification Program

232 – Contemporary Practices in Financial Planning

Overview

This course progresses into an advanced understanding of tax laws as they relate to financial planning, including a financial planner’s professional and ethical responsibilities. Different forms of business structures and services are explored in-depth, along with an understanding of trusts.

Features

Prerequisite

• 231 – Financial Planning Fundamentals

CE Credits

Registration

Members:

Non-members:

Format

Self-study:

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CCH/Advocis Certified Financial Planner

(CFP®)

Certification Program

233 – Comprehensive Practices in Risk & Retirement Planning

Overview

This course provides a comprehensive study of the principles and applications for both risk management and retirement planning. Particular focus is given to insurance and retirement planning practices, issues and products. Also explored are risk management and retirement planning processes progressing from the wealth accumulation phase into the retirement phase.

Features

Prerequisite

• 232 – Contemporary Practices in Financial Planning

CE Credits

Registration

Members:

Non-members:

Format

Self-study:

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CCH/Advocis Certified Financial Planner

(CFP®)

Certification Program

234 – Wealth Management & Estate Planning

Overview

This course reviews economics and investing basics, and provides an understanding of investment products. Investment planning and key areas of financial

management are also explored. The course concludes with estate planning fundamentals, concepts and applications.

Features

• Receive the required transcript to write the FPSC Level 1 Examination upon successful completion of the CFP core curriculum

Prerequisite

• 233 – Comprehensive Practices in Risk & Retirement Planning

CE Credits

Registration

Members:

Non-members:

Format

Self-study:

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CCH/Advocis Certified Financial Planner

(CFP®)

Certification Program

245 – CCH/Advocis FPSC-Approved Capstone Course

Overview

This course focuses on preparing a comprehensive financial plan on an FPSC-approved case study that follows the six-step financial planning process and addresses the competencies laid out in the CFP® professional Competency Profile. Students are expected to apply the knowledge gained through the CCH/Advocis CFP® Certification Program to develop a comprehensive financial plan that addresses the objectives of a hypothetical client.

Features

Prerequisite

• 233 – Comprehensive Practices in Risk & Retirement Planning • 234 – Wealth Management & Estate Planning

Additional Materials

Financial Planning Case Study, FPSC ($47.99 plus shipping & taxes)

Note

:

Be sure to check the Advocis website for the applicable case study for your semester. All cases are purchased directly from FPSC at

http://www.fpsc.ca/capstone-course-case-studies.

CE Credits

Registration

Members:

Non-members:

Capstone Royalty

Members:

$500.00 (plus taxes)*

Non-members:

$720.00 (plus taxes)* *CCH/Advocis CFP 231-234 inclusive

Format

Self-study:

Printed study guide, printed textbook, online testing & assignment submission

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Chartered Life Underwriter

(CLU®)

Designation Program

The Chartered Life Underwriter (CLU®) designation has been widely recognized for 90 years as a superior mark of excellence in the financial services industry. Advocis is honored to be the education provider for this prestigious designation. CLU® designation holders are regarded as elite professional financial advisors who specialize in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.

The CLU® designation is conferred in Canada exclusively by The Institute for Advanced Financial Education (“The Institute”). The Institute is the leading

designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer, and Living Benefits.

Who Should Enrol?

• Individuals looking to earn the highly regarded CLU® designation in Canada • Financial services professionals or specialists looking to help consumers build

and preserve wealth through effective wealth creation, estate planning, and wealth transfer solutions

CLU changes for 2016:

There will be substantial changes coming into effect for the CLU program in 2016. Both 235 – Advanced Taxation and 236 – Law will be replaced with new courses. More information will be posted when it is available.

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Chartered Life Underwriter

(CLU®)

Designation Program

235 – Advanced Taxation

CE Credits

Registration

Members

Full Course: $560.00 (plus taxes and shipping) Challenge Exam: $100.00 (plus taxes and shipping)

Non-members

Full Course: $794.00 (plus taxes and shipping) Challenge Exam: $150.00 (plus taxes and shipping)

Format

Self-study:

Printed study guide, printed textbooks & online testing

Overview

When addressing client needs and objectives, financial advisors must consider the impact income tax regulations have on financial and estate planning. The Advanced Taxation course provides important information on income tax rules and regulations that affect individuals, partners and company owners, and financial advisors

themselves.

Features

• Challenge exam available to CPA, CMA, CGA or CA designation holders who wish to bypass the course content

Prerequisite

Additional Materials

Tax Guide for Investment Advisors, ($52.00 plus shipping & taxes)

Canadian Taxation of Life Insurance, ($114.00 plus shipping & taxes)

CLU changes for 2016:

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Chartered Life Underwriter

(CLU®)

Designation Program

236 – Law

Overview

This course provides an overview on the laws of the various Canadian jurisdictions (outside Quebec) that affect financial advisors and the products and services they offer. Examples of how the law operates in relation to advisors’ affairs, their relationship with clients, and the financial service organizations with which they conduct business are also discussed.

Features

Prerequisite

• 235 – Advanced Taxation

Additional Materials

Legal Fundamentals for Insurance and Financial Advisors, ($74.95 for members, $99.95 for non-members,

plus shipping & taxes)

CE Credits

Registration

Members

Non-members

Format

Self-study:

Printed study guide, printed textbooks & online testing

CLU changes for 2016:

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Chartered Life Underwriter

(CLU®)

Designation Program

237 – Advanced Estate Planning

Overview

This course is the culmination of all of the courses in the CLU program. The program is designed to help financial advisors hone their skills in working with a client to develop a comprehensive estate plan that addresses all of the client’s objectives and obligations.

Features

Prerequisite

• 235 – Advanced Taxation • 236 – Law

Additional Materials

Wealth Planning Strategies for Canadians ($60.00 plus shipping & taxes)

Estate Planning with Life Insurance, 4th Edition ($59.95 plus shipping & taxes)

CE Credits

Registration

Members

Non-members

Format

Self-study:

Printed study guide, printed textbooks, online assignment submission & proctored paper-based narrative response exam

CLU changes for 2016:

There will be substantial changes coming into effect for the CLU program in 2016. Both 235 – Advanced Taxation and 236 – Law will be replaced with new courses. More information will be posted when it is available.

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Certified Health Insurance Specialist

(CHS™)

Designation Program

The Certified Health Insurance Specialist (CHS™) designation was established in 2011 by The Institute for Advanced Financial Education (The Institute) to raise the bar on professional standards and practice methods of financial advisors in the health insurance sector, and to provide designation holders with expertise in this specialized field.

Advocis is proud to be the education provider for the CHS™ — the only health insurance focused designation in Canada — which strategically positions financial advisors to meet the growing market demand for informed living benefits advice. The CHS™ designation is conferred exclusively by The Institute, the leading

designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer, and Living Benefits.

Who Should Enrol?

• Individuals looking to earn the only health-insurance focused designation in Canada

• Financial services professionals or specialists looking to provide expertise in income replacement, critical illness, long-term care, disability and group benefits

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Certified Health Insurance Specialist

(CHS™)

Designation Program

303 – Disability Income Insurance, Individual & Group

CE Credits

Registration

Members $395.00 (plus taxes) Non-members $595.00 (plus taxes)

Format

Self-study:

Online learning & testing

Overview

This course provides a comprehensive description of the living benefits programs and products that address disability and health risks for individuals in personal and business situations. Topics include the nature of the disability insurance risk, disability insurance policy provisions, head office product design and pricing, and special risk products for disability insurance.

Features

• Robust Practice Exam Tool (PET) for extensive exam practice • Online practice end-of-module quizzes

• Searchable glossary • Online study schedule • First exam attempt

Additional Materials

Disability Insurance and Other Living Benefits, ($69.95 plus shipping & taxes)

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Certified Health Insurance Specialist

(CHS™)

Designation Program

504 – Critical Illness, Long-Term Care & Group Benefits

Overview

This course provides a comprehensive review of two special living benefits products — critical illness and long-term care — while considering key topics such as product design, pricing, marketing, underwriting and claims. Group living benefits are examined within the context of providing protection to employees in the workplace, short-term and long-term disability insurance, dental and health insurance, and flexible benefit and employee assistance programs.

Features

• Robust Practice Exam Tool (PET) for extensive exam practice • Online practice end-of-module quizzes

• Searchable glossary • Online study schedule • First exam attempt

Additional Materials

Group Benefits Plan Management, 2nd_{Edition, 2015}

($74.95 for members and $99.95 for non-members plus shipping & taxes)

The Aging Client and Long-Term Care, 3rd Edition ($69.95 plus shipping & taxes)

CE Credits

Registration

Members $395.00 (plus taxes) Non-members $595.00 (plus taxes)

Format

Self-study:

Online learning & testing

G ro up B en efi ts P la n M an agem en t f o r A d v a n c e d F i n a n c i a l E d u c a t i o n Group Benefi ts Plan Management 2nd EDITION

Ann O’Neill, Editor

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Critical Illness Insurance Certificate Program

This certificate program introduces financial advisors to the valuable role critical illness insurance can play in a client’s financial plan. Ensuring your clients are aware of critical illness insurance is a clear demonstration of the “value of advice” you provide. Regardless of whether your clients purchase critical illness insurance, they need to be properly informed about it.

The Critical Illness Insurance Certificate program will not only introduce you to how this innovative product addresses your client’s risk of suffering a significant illness, but will also help you fully understand the product, including its unique underwriting requirements and how to position it with your clients.

To successfully obtain the Critical Illness Insurance Certificate, students must complete the three modules in this program within one calendar year. Enrol in each module individually or by program.

Who Should Enrol?

• Individuals looking to earn a certificate in critical Illness insurance

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Critical Illness Insurance Certificate Program

CI: Product Design & Marketing

Overview

Critical Illness (CI) insurance product design and marketing addresses the unique features of the CI product that will appeal to the consumer, and compares strategies used for CI to those used for Disability Income and Life Insurance. Learning

objectives include understanding how an analysis helps identify a client’s needs, the importance of communicating the policy provisions and the conditions for a successful claim, and where CI insurance fits into an overall plan.

Features

• Two quiz attempts

• One-month window for completion • 24/7 access to the Advocis Learning Centre

Registration

Members Non-members

$50.00 (plus taxes) $75.00 (plus taxes)

Buy all three modules for the Critical Illness Insurance Certificate Program and save:

CE Credits

4 CE, including 2 Ethics

For more detailed information, please see Appendix B.

Certification Program

1 of 3 CI modules

Format

Self-study:

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Critical Illness Insurance Certificate Program

CI: Plans Options & Provisions

Overview

Through a review of various critical illness insurance plans, this module provides an overview of the features of each type of CI plan, with special attention given to optional benefits such as Return of Premium on Death (ROPD). General exclusions and limitations are described that are important to understand for the practitioner and the client.

Features

Registration

CE Credits

3 CE

Certification Program

1 of 3 CI modules

Format

Self-study:

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Critical Illness Insurance Certificate Program

CI: Underwriting & Claims

Overview

This module addresses the special underwriting considerations for CI insurance considering that the insurance coverage is for critical illnesses such as cancer, heart attacks and strokes. The module also looks at the unique nature of CI claims adjudication.

Features

Registration

CE Credits

2 CE

Certification Program

1 of 3 CI modules

Format

Self-study:

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Long-Term Care Certificate Program

With a rapidly aging demographic in Canada, there is an urgent challenge to meet the health and personal-care needs of this growing segment of our population. The Long-Term Care Certificate program is designed to help financial advisors rise to this task by preparing their clients to consider and plan for their long-term care needs. This certificate program provides an understanding of the design and structure of current long-term care insurance plans and explores the chronic conditions many seniors experience, the costs of continuing care, and the various government programs available so that you can adequately assess your client’s risk of not being able to afford proper care.

To successfully obtain the Long-Term Care Certificate, students must complete the seven modules in this program within one calendar year. Enrol in each module individually or by program.

Who Should Enrol?

• Individuals looking to earn a certificate in long-term care insurance • Individuals looking to obtain a greater understanding of long-term care

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Long-Term Care Certificate Program

LTC: Senior Care in Canada

Overview

By examining the issues that arise from an aging population, this module addresses the implications of Canada’s insufficient resources to meet the health and personal care needs of this demographic. This includes the burden on the workforce to fund public pension and public health care.

Features

Registration

Buy all seven modules for the Long-Term Care Certificate Program and save: Members Non-members

Registration

Additional Materials

CE Credits

4 CE

Certification Program

1 of 7 LTC modules

Format

Self-study:

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Long-Term Care Certificate Program

LTC: Planning Techniques for Seniors

Overview

This module considers how the needs of the insured will change over time, and how benefits under the LTC policy should reflect those changes. The module also considers the special way in which seniors respond to communication.

Features

Registration

Additional Materials

CE Credits

Certification Program

1 of 7 LTC modules

Format

Self-study:

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Long-Term Care Certificate Program

LTC: Underwriting & Claims

Overview

This module offers a discussion of the underwriting and claims process as well as the medical considerations that differentiate LTC underwriting and claims from DI or CI insurance.

Features

Registration

Additional Materials

CE Credits

2 CE

Certification Program

1 of 7 LTC modules

Format

Self-study:

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Long-Term Care Certificate Program

LTC: Products

Overview

In this module extensive consideration is given to various insurance policy structures such as the reimbursement-based, the indemnity-based, and the income-based models.also reviews the two major types of benefits: home care benefits and facility benefits.

Features

Registration

Additional Materials

CE Credits

2 CE

Certification Program

1 of 7 LTC modules

Format

Self-study:

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Group Insurance Certificate Program

Is one of your practice goals to expand and establish a link to the group insurance business? Are you currently leaving a lucrative group insurance opportunity on the table? If so, this certificate program is for you.

Through the Group Insurance Certificate program, you will gain an understanding of the full range of group benefit coverages and plans for employee groups. You will also learn about plan funding, administration, and special marketing protocols, as well as the underwriting and claims processes of group benefit plan management.

To successfully obtain the Group Insurance Certificate, students must complete the 12 modules in this program within one calendar year. Enrol in each module individually or by program.

Who Should Enrol?

• Individuals looking to earn a certificate in group insurance

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Group Insurance Certificate Program

Group: Addressing Risk

Overview

Following an introduction to group insurance, underwriting methods and insurable groups, this module addresses the issues of risk and the uncertainty of financial loss, with a focus on pure risk.

Features

Registration

Buy all 12 modules for the Group Insurance Certificate Program and save: Members Non-members

Additional Materials

Group Benefits Plan Management, 2012 Edition (Members $74.95 + shipping & taxes)

(Non-members $99.95 + shipping & taxes)

CE Credits

2 CE

Certification Program

Certification Program

Format

Self-study:

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Disability Income Insurance Certificate Program

When the risk of income loss due to illness or injury isn’t considered, even the best financial planning can quickly unravel.

The Disability Income Insurance Certificate program will equip you with an understanding of disability risks, the level of earned income that can be protected, and sources of income that can be relied on during a disability. In addition to an in-depth review of the common disability income insurance provisions and claims administration, this program will also cover special products for business needs and unique circumstances, such as medical and travel insurance.

To successfully obtain the Disability Income Insurance Certificate, students must complete the 11 modules in this program within one calendar year. Enrol in each module individually or by program.

Who Should Enrol?

• Individuals looking to earn a certificate in disability income insurance • Individuals looking to obtain a greater understanding of disability income

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Disability Income Insurance Certificate Program

DI: Examining Risk

Overview

This module examines the origin of Disability Income insurance, its evolution, and the special nature of the risks it covers. This module also reviews the concept of living benefits as a full spectrum of health products, representing the insurance industry’s response to societal shifts in employment over the past two decades.

Features

Registration

Buy all 11 modules for the Disability Income Insurance Certificate Program and save: Members Non-members

Additional Materials

Disability Insurance & Other Living Benefits, 3rd Edition ($69.95 + shipping & taxes)

CE Credits

Certification Program

1 of 11 DI modules

Format

Self-study:

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Disability Income Insurance Certificate Program

DI: Needs Analysis

Overview

Beginning with a review of the client’s DI insurance needs, this module goes through each stage of the plan design process. Areas covered include: how to choose a policy best suited for the client’s needs; how soon benefits should begin; how long benefits should be payable for a claim; amount of coverage required; and additional features to be included in the plan.

Features

Registration

Buy all 11 modules for the Disability Income Insurance Certificate Program and save: Members Non-members

Additional Materials

Disability Insurance & Other Living Benefits, 3rd Edition ($69.95 + shipping & taxes)

About Us.

FALL / WINTER 2015

CATALOGUE

FALL / WINTER 2015

About Us

Welcome

We are committed to helping you advance in your business and facilitating the ongoing pursuit of

knowledge and expertise to help you provide service excellence to consumers.

Our Guarantee

Member-Exclusive Online Best Practices Manual

Advocis Learning Centre

Contents

Licensing Programs

Who Should Enrol?

Advocis/Foran Life License Qualification Program

Life License Qualification Program

(LLQP)

Overview

Program Structure

Features

CE Credits

Registration

Members &

Non-members:

Format

Self-study:

Additional Material

Advocis/Foran Life License Qualification Program

Life License Qualification Program – Accident & Sickness

(LLQP – A&S)

Overview

Program Structure

Features

CE Credits

Format

Self-study:

Additional Material

Registration

Members &

Non-members:

Designation Programs

CCH/Advocis Certified Financial Planner

(CFP®)

Certification Program

Who Should Enrol?

CCH/Advocis Certified Financial Planner

(CFP®)

Certification Program

231 – Financial Planning Fundamentals

Overview

Features

CE Credits

Registration

Members:

Non-members:

Format

Self-study:

CCH/Advocis Certified Financial Planner

(CFP®)

Certification Program

232 – Contemporary Practices in Financial Planning

Overview

Features

Prerequisite

CE Credits

Registration

Members:

Non-members:

Format

Self-study:

CCH/Advocis Certified Financial Planner

(CFP®)

Certification Program

233 – Comprehensive Practices in Risk & Retirement Planning

Overview

Features

Prerequisite

CE Credits

Registration

Members: