Today we published a new course on risk management where we take a look at the topic from the perspective of financial planning for clients with insurance products in mind.
In an industry as dynamic and essential as insurance, continuous learning is not just a requirement to keep your license, it’s also a competitive advantage. This is why our newest offering, “Risk Management in Financial Planning through Insurance,” marks a great addition to our suite of continuing education courses for insurance professionals across Canada. Designed with the modern financial landscape in mind, this course is poised to redefine how professionals approach insurance within the realms of risk management and financial planning.
A Dive into Strategic Risk Management
At the heart of our course is a commitment to enhancing the strategic use of insurance products to mitigate financial risks effectively. Tailored specifically for seasoned professionals, this course illuminates the path towards a holistic and strategic risk management process. From identifying financial risks to implementing strategic insurance solutions, our participants will emerge proficient, empowered to leverage insurance not just as a tool for protection, but as a cornerstone of financial stability and planning for their clients.
Empowerment through Education
Getting the 15 or 30 CE credits you need annually is easily achievable, in part because we make it easy to consume our courses and we’re a one-stop-shop.
We delve into defining risk, classifying various risks, and understanding the formal role of Risk Management in assessing insurance needs, customizing coverage, and maintaining an adaptable insurance portfolio. The aim? To equip insurance professionals with actionable strategies that enhance their client’s financial security and future.
Course Layout: A Blueprint on Risk Management
Starting with an introduction to the critical role of insurance in risk management, the course spans essential topics including the fundamental principles of Risk Management, the role of insurance in financial planning, identifying financial risks, assessing risks on an individual basis, effective utilization of insurance products, and strategies for managing an insurance portfolio. We also explore recent innovations, such as digital apps, blockchain technology, smart contracts, and the use of AI (artificial intelligence), highlighting how these can be integrated into traditional financial planning for enhanced risk protection.
Accessibility of this course
Understanding the common barriers to continuous professional development, we are thrilled to announce that this course is available as a FREE continuing education course for insurance professionals . This initiative underlines our commitment to democratizing access to quality education in the insurance industry.
If you like the free course, we hope you’ll sign up for more and get all your CE credits from us this year.
Furthermore, the course is also available as part of a bundle of continuing education credits on our pricing page, ensuring that ongoing learning is both accessible and convenient for all professionals. Existing customers will already have access to this course by logging with their account.
A Course for Every Professional
Recognizing the diverse licensing landscape in Canada, we’ve designed this course to be universally applicable. Whether you hold a Life, Accident & Sickness insurance license, a General, Property & Casual insurance license, or you’re Adjuster, this course is designed to meet your continuing education needs. It’s a testament to our inclusive approach, ensuring that every professional, regardless of their specific field within the insurance industry, finds value and relevance in our curriculum.
The course is immediately available in BC, Saskatchewan, Manitoba and Ontario for all insurance license types. We have also submitted it to the Alberta Accreditation Committee for approval in Alberta, which typically takes 2-3 months for them to review and approve.
Reaching Professionals In Need
In crafting content and presenting this course, we’ve made sure that it’s one of the life insurance CE courses that can be taken across the country, for all provinces where continuing education credit is required. As mentioned, this course also applies as a general insurance CE course for credit as well. Our goal is to not just educate but to ensure that this vital resource is easily discoverable by those who stand to benefit the most from it. It’s a balance of providing value and ensuring visibility in a cluttered digital landscape.
A Call to Action
To our valued professionals in the insurance sector, the “Risk Management in Financial Planning through Insurance” course represents more than just a learning opportunity; it’s a step towards future-proofing your career and enhancing the value you provide to your clients. With topics tailored to the realities of the modern financial world and a focus on strategic, informed risk management, this course is your gateway to becoming an indispensable asset to your clients and your firm.
Explore our website, take a look at the courses we offer for life insurance and general insurance in the province you are licensed in. Most general insurance courses will apply to adjusters as well.
Join us on this journey towards mastering Risk Management in Financial Planning through Insurance. Get your annual CE credits from insurancelink today!
Leave a Reply