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Client Relationship Model Phase 2 (CRM 2) (LCI002)
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Continuing Education
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Compliance
Client Relationship Model Phase 2 (CRM 2) (LCI002)
The Client Relationship Model has arrived, in all its glory, stages and phases! This AUDIO course will explain the background of the rules and how it came to be, but focuses on CRM2, Phase 3... Because that's the one that most people are...
NaviPlan: Getting Started (LCI0041)
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Continuing Education
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Professional Development
NaviPlan: Getting Started (LCI0041)
Naviplan is a comprehensive financial planning software that allow financial professionals to develop detailed financial plans for their clients. This course will introduce you to the NaviPlan software and how to get started making amazing...
Snap Projections: Getting Started (LCI00P02)
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Continuing Education
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Professional Development
Snap Projections: Getting Started (LCI00P02)
Snap helps you manage client behaviour more effectively by showing a clear direction from where they are now to where they wish to be. FP Canada Accreditation: 1.0 (0.5 Financial Planning & 0.5 Practice Management) Credits This CE...
Pensions and Tax Deferral Plans (LCI0107)
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Continuing Education
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Professional Development
Pensions and Tax Deferral Plans (LCI0107)
From government pensions and benefits to employer-sponsored pension plans and tax deferral accounts, this course covers the essentials of Canada's grandest sources of income and tax-friendly savings plans. Institute accredited CE: 1.00
Fixed Income Investments (LCI0108)
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Foundations
Fixed Income Investments (LCI0108)
There are few things cooler than a "Double O" spy agent. Fixed income is one of them. This course will introduce you to the world of fixed income investments, from bankers' acceptances to treasury bills. Learn how government and corporate bonds...
Real value (LCI0210)
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Continuing Education
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Professional Development
Real value (LCI0210)
FP Canada: 1.0 Practice Management (#8057) Alberta Insurance Council: 1.0 Life (#55748) Real Value is documentary about socially responsible businesses and the need for becoming more aware of our daily choices. It is focussed on the efforts...
Overdose : The Next Financial Crisis (LCI0212)
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Continuing Education
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Professional Development
Overdose : The Next Financial Crisis (LCI0212)
FP Canada: 1.0 Financial Planning (#8056) Alberta Insurance Council: 1.0 Life (#55747) Overdose: The Next Financial Crisis is a fast paced documentary focusing on how we got into the financial crisis and how the way of dealing with it might...
FP Solutions: Getting Started (LCI0256)
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Continuing Education
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Professional Development
FP Solutions: Getting Started (LCI0256)
In this course, we’ll introduce the Basic version of the FP Solutions software, how to create a client file, make data entries and how to analyze data with a retirement capital needs analysis. Get your plan on! Institute accredited CE:...
Insights by Dan (LCI0257)
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Continuing Education
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Professional Development
Insights by Dan (LCI0257)
For over 25 years, Dan Richards’s top-rated talks have helped financial advisors around the world move their businesses forward. In this course, Dan shares some of his tips and wisdom on success and motivation and answers questions you were too...
RazorPlan: Getting Started (LCI0258)
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Continuing Education
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Professional Development
RazorPlan: Getting Started (LCI0258)
RazorPlan is a financial planning software that uses innovative algorithms to run intuitive calculations for clients. In this course, you'll understand how to create an account, navigate the software and start making financial plans no...

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