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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...
ETF Proficiency Course (LCI00P01)
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Continuing Education
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Professional Development
ETF Proficiency Course (LCI00P01)
Welcome to the ETF Proficiency Course! This course is all about satisfying the proficiency requirements for mutual fund Representatives to offer exchange traded funds (ETFs) to clients. Learn about the basics of ETFs; how they're created,...
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 #: 6135 This CE activity has been approved by FP Canada as meeting the minimum...
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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Continuing Education
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Professional Development
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...
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: 1.00
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 time!
Cannabis: Compliance and Ethics (LCI0301)
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Continuing Education
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Compliance
Cannabis: Compliance and Ethics (LCI0301)
Recreational cannabis use in Canada is now legal. What does it mean for Financial professionals? In this course we cover cannabis laws, workplace policies and the grey area in-between.