Life Insurance CE Courses for BC: 37 Continuing Education Credits Available change province

This is a one-hour online continuing education course for professionals in the Canadian insurance industry. This course provides an in-depth exploration of alternative dispute resolution (ADR) mechanisms available in the insurance sector, focusing on their application, benefits, and strategic importance. The course aims to offer a conceptual understanding of how ADR methods such as mediation, arbitration, and negotiation can be effectively utilized to resolve disputes between insurers and insureds, thereby reducing legal costs and avoiding lengthy litigation.

This course is designed to deepen the understanding of managing risk through insurance within the realm of financial planning. Tailored specifically for experienced insurance professionals in Canada, it provides a look at the strategic use of insurance products to effectively mitigate financial risks. A core focus is on being strategic and holistic in approaching a formal risk management process.

This course looks at the specialized insurance needs and solutions for high net worth individuals in Canada, with a focus on leveraging life, accident, and sickness insurance for wealth protection and legacy planning. Insurance professionals will gain insights into advanced planning techniques including the advantages of ILITs, strategic use of Universal and Whole life, and life insurance for philanthropy. The course also looks at disability insurance, key person insurance and critical illness insurance, and then concludes with a look at the tax implications and some innovative insurance products designed to address the sophisticated needs of affluent clients.

This course offers a comprehensive exploration of annuities within the Canadian retirement planning landscape, focusing on their integration with life, accident, and sickness insurance. Designed for Canadian insurance professionals, it covers the types, regulations, market trends, and the strategic use of annuities in retirement planning.

This one-hour online course provides Canadian insurance professionals with a clear understanding of the Canada Pension Plan Disability Plan and Death Benefits. It covers eligibility, application procedures, and how these benefits interact with private insurance policies. This is a technical life, accident and sickness course.

This course looks at how life and accident/sickness insurance products can be strategically integrated into shareholders agreements. We help navigate the complexity and essential aspects of using these insurance products to safeguard business continuity and protect shareholder interests in various unforeseen scenarios. This is technical life, accident & sickness course.

This course educates Canadian insurance professionals on the impact of rising cannabis use among seniors on life and health insurance, covering legalization, underwriting, ethical concerns, risk management, and insurance coverage effects. It offers a comprehensive understanding of how insurers are adapting to this changing landscape. This is a technical life, accident and sickness course.

This course looks at the roles, responsibilities, ethical and legal implications of using a Power of Attorney and Trusted Contact Person in Canadian insurance. This is a technical course for all insurance types, general, property, casual, life, accident, sickness and adjusters.

This course provides an overview of ethical principles and professional conduct in the insurance industry. It is designed to help insurance professionals understand and apply ethical standards in their practices and decision-making processes. This is a technical course for all insurance types, general, property, casual, life, accident, sickness and adjusters.

This one-hour course is designed to provide insurance professionals with a rapid yet comprehensive overview of the legal principles underlying insurance contracts in Canada. Participants will explore the duties of both parties involved, dive into the concept of utmost good faith, and gain insights into effective dispute resolution mechanisms. This is a technical course for all insurance types, general, property, casual, life, accident, sickness and adjusters.

As the insurance industry undergoes digital transformation, new ethical challenges arise. This course explores the ethics of Big Data collection and use, Artificial Intelligence in underwriting, and the ethics of digital communications and privacy. This is a technical course for all insurance types, general, property, casual, life, accident, sickness and adjusters.

This is a one-hour course that dives into estate planning concepts and techniques. The course discusses the strategic use of life insurance and other insurance products for tax-efficient wealth transfer, capitalizing on tax planning and legacy creation. Participants will gain insights into leveraging insurance tools for optimized wealth management and estate planning outcomes. This is a technical life, accident and sickness course.

Addressing progressive cognitive diseases like Alzheimer's, Parkinson's, and various forms of dementia, this course looks at long-term care planning. Students will gain an understanding of the progression of these diseases, early detection through genetic testing, the range of care options available, and how to strategically use insurance as an instrument for compassionate and effective care planning. This is a technical life, accident and sickness course.

This course dives into mental health coverage within the Canadian insurance landscape. Participants will explore common mental health conditions, challenges with insurance coverage, disability insurance, life, underwriting and claims management. The course also offers insights into the role of Employee Assistance Programs, and the impact of legislative changes and ethical considerations. With a focus on equipping professionals to make informed decisions, this course bridges the gap between mental health needs and insurance provisions, emphasizing equitable treatment and comprehensive care. This is a technical life, accident and sickness course.

This course journeys through the intersection of genetics and various types of insurance, emphasizing life, health, and critical illness insurance. Participants will look into the ethical, legal, and practical ramifications of using genetic information in insurance, plus the Canadian regulatory landscape, advancements in genetics, and their sweeping impacts on underwriting, policy formulation, and consumer experiences. This is a technical life, accident and sickness course.

This course explores the transformative impact of digital innovations on the life insurance industry. By diving into the Insurtech landscape, participants will gain insight into emerging technologies, industry disruptors, and the future of digital-first life insurance. This is a technical life insurance CE course.

This course explains how business owners get compensated and where life insurance, disability, health and dental benefits, along with insurance for assets and property fit into different types of businesses and business structures. This is a technical course suitable for all insurance types.

This course discusses the overall structure of group insurance and group benefits plans. The course starts with an overview of the history of group benefits, then discusses parties involved in group benefits and some legal ramifications. Following the legal discussion, the taxation of group benefits are discussed, and finally, the course closes by looking at examples of typical group benefits policies, from the life component to drug benefits and so on. This is a technical course suitable for credit in all provinces (course code #ins122), and will be particularly useful for life insurance professionals.

This course discusses Retirement Planning in Canada with a perspective on retirement benefits. The course discusses what Canadian retirement benefits include, why they are important, and how to calculate retirement benefits. Cost calculations include calculating income needs and projections, the time value of money and various annuity calculations that are typically used. We also identify ways to enhance existing benefit programs. This course is approved for Life, A&S customers.

This technical course is an introduction to medical underwriting, and discusses how premium rates are calculated according to risk classes, as well as the steps of the medical underwriting process. The course then concludes with a discussion of four post-issue underwriting issues that should be considered. Approved for Life, A&S customers.

This technical course discusses what long-term care insurance is, why it's an important part of financial planning, how to calculate costs and how to distinguish it from other types of insurance. We cover features and benefits, taxation, and the importance of financial planning and retirement planning. Approved for Life, A&S customers.

This technical course helps you understand Beneficiary Designations for all types of insurance, including Life, Accident and Sickness, Group Insurance IVICs/Seg Funds, Registered Plans, Pension Plans, Tax-Free Savings Accounts, and Wills.

This course discusses estate planning and preservation. We'll cover the topics of wills, probate fees and taxes, planned giving, real estate, assists and disposition, and the implications of all of these on insurance. The course also covers who benefits from estate planning, legal and other considerations for estate planning. Approved for Life, A&S customers.

This course on Understanding Trusts provides the basics of trusts, one of the fundaments of the insurance industry. The course defines trust and the parties of a trust and then discusses the five different types of trusts. Then we discuss six points related to the taxation of trusts, and finally discuss the uses of trusts and traps that people sometimes fall into. This technical course is approved as a Life, A&S course.

This course covers legal ethics in the insurance industry. We define ethics and provide a brief overview of Agency Law and then discuss regulatory structures in Canada. The course also covers an overview of ethics for the insurance and financial industry, the ethics of marketing, ethics of selling, and financial integrity and investment powers. Finally, the course also discusses common claims against insurance agents and consumer protection. This technical course is approved for all insurance types (Life, A&S and General P&C).

This course introduces Risk Management concepts to the insurance professional and explains the definition of risk, understanding loss, elements of risk control and how we finance risk. This is a great overview for the basis of insurance. This technical course is approved in all provinces for all licence types.

This is a legal course on Money Laundering for all insurance professionals that require CE Credit. It covers the technical requirements for disclosure to FINTRAC (the Financial Transactions and Reports Analysis Center of Canada), money laundering laws in Canada, and the role of "the Act," known as the PCMFTLA - Proceeds of Crime, Money Laundering and Terrorist Financing Act. This course includes over 40 different examples of how to detect money laundering among your clients. This technical course is approved in all provinces for all types of licences. Three credit hours total.

This is a legal course on Money Laundering for all insurance professionals that require CE Credit. It covers the technical requirements for disclosure to FINTRAC (the Financial Transactions and Reports Analysis Center of Canada), money laundering laws in Canada, and the role of "the Act," known as the PCMFTLA - Proceeds of Crime, Money Laundering and Terrorist Financing Act. This course includes over 40 different examples of how to detect money laundering among your clients. This technical course is approved in all provinces and for all types of licences. Three credit hours total. Part 2 of 3. Note: you must take all three hours to received credit for this course.

This is a legal course on Money Laundering for all insurance professionals that require CE Credit. It covers the technical requirements for disclosure to FINTRAC (the Financial Transactions and Reports Analysis Center of Canada), money laundering laws in Canada, and the role of "the Act," known as the PCMFTLA - Proceeds of Crime, Money Laundering and Terrorist Financing Act. This course includes over 40 different examples of how to detect money laundering among your clients. This technical course is approved in all provinces and for all license types. Three credit hours total. Part 1 of 3. Note: you must take all three hours to received credit for this course.

In Understanding Tort Law, you will cover basic legal concepts and the connection between Common Law and Tort Law. You will also learn about the seven types of Intentional Torts, Criminal Torts versus Intentional Torts as well look at several court studies showing the evolution of this legal concept in Insurance.

In The Reasonable Man and Damages", you will learn about torts, negligence, cause (both actual and proximate) and the various types of damages that can be awarded to resolve disputes of tort and negligence. As well, you will learn how various cases such as Donoghue v. Stevenson (1932), Blythe v. Birmingham (1856) and other cases up to 1990 have increased and clarified our view of what is a Reasonable Man in the courts.

This is a great course to learn about types and categories of risk, methods of managing risk, ACV, RC and many other insurance concepts and terms that you can apply daily at your workplace. This is a technical course.

This course discusses common insurance legal terms that deal with Negligence. In less than an hour you will have an increased working knowledge of Torts, Negligence, Proximate Cause and many other important insurance terms. This is a technical course.

To understand insurance contracts it is important to understand some of the history, technical jargon and terms of the legal system. In this course you will see how the history of law over the past 2000 years relates to present day insurance practices. This is a technical course.

Civil Law in Canada: Quebec Insurance Law Basics (Life, A&S version). Learn about the similarities and differences we have with Quebec's insurance law and legal system; it might surprise you! This is a great course if any of your clients are travelling in or through or even relocating from La Belle Province! This is a technical course.

This is a great primer on insurance law in Canada. Along with legal concepts, there will be legal definitions presented that are important to the insurance market as well as to other markets utilizing contracts.

Client needs analysis: it's much easier to retain an existing customer than to find a new one. Embrace insurance clients' concerns in an a way that will show superior service standards. In this course, you will learn several "use it today" tools and techniques that will help upset customers. This is a technical course.