Presentation Preview:
Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 53m
How to Earn Your CE Credit?
This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!
CE Credits provided by this presentation:
* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Business Conduct Non-Ethics credit (in bundles/packs) * CSI - 1 Compliance credit (in bundles/packs) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.
Curriculum
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1
Treating Your Clients Fairly
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(Included in full purchase)
Introduction and Instructions
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The Rules Governing CE Credits
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Presentation Overview
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Presentation Video
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Presenter Resourses
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About the Presenter: Anna Tsepelis
Anna has been in the financial services space for over fifteen years, always having gravitated towards the estate planning process, risk management and helping families and businesses preserve their wealth, while supporting brokers in Ontario. Anna’s educational background includes an Honours Bachelor of Arts from the University of Toronto and CLU and CHS designations. She lives in Toronto with her husband Edmund and her dog, Bailey.”
Treating Your Clients Fairly
Want to enhance your customer service skills in insurance and finance? Join our course to learn how to provide fair, ethical, and personalized solutions while ensuring clear communication and compliance. Click “Start Course Now” to get started!
$20.00