Following topics are covered in this course:
The first Chapter describes the financial protection provided by accident and sickness insurance. Chapter 2 covers the insurance needed to protect income and different sources of income protection. Chapter 3 talks about insurance to protect assets including types of policies. Chapter 4 describes Insurance to protect savings and types of extended health coverage to protect savings. Chapter 5 covers insurance to protect businesses and forms of business ownership. Chapter 6 describes the client profile and the personal situation of the client. Chapter 7 talks about insurance recommendations, contracts, and service needs. Chapter 8, the last section describes group plan specifics.
The videos are narrated with PDF summary slides that describe the topics in an easy-to-understand manner. The reference book is 244 pages and has a lot of detail. This summary of the course focuses on the main aspects which are expected in the exam, as well as the knowledge which is required to provide clients with a high level of knowledge and experience. This course is around 2 hours long and will save you time and effort of going through the whole textbook.
The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, LIC, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license or necessarily recommend these notes and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.
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