Professional guidelines for the financial security advisor

Because you are the professional your clients need to trust.

By understanding the Chambre’s mission and structure, you’ll be able to learn more about the advantages of having a self-regulatory organization govern representatives in insurance of persons such as yourself.

You’ll also learn how the regulatory and ethical requirements associated with financial needs analyses and the sale of products go hand in hand with your role as an advisor.

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This CE course is specifically for representatives in:

• Insurance of persons

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Features 

• Included in The Concepts in insurance of persons program*
• Documentation and quiz with feedback
• Duration: 2 hours
• Multiple-choice summative evaluation to be completed online
• Passing mark: 60%
• Prerequisite: none

You might also like:

• Other CE activity included in The Concepts in insurance of persons program (some are available in French only)

* It is not mandatory to follow this program to register for this CE course.