Financial Advisors' Online Series:

Earn CE Credits Online. Two topics to choose from. (More to come later!)

1) Navigating New Relationships with Aging Parents

2) Planning Ahead for Long Term Care (scroll to bottom of this page)

See the Full Details Below for each topic.

This is an Advocis-approved online CE Credit course.  Advocis approval is accepted by all provinces excluding Alberta, Manitoba and Quebec for life licensing requirements. Download the text and the quiz below. Fax your completed quiz

to 905-486-9895 and you will be notified within 48 hours by email of your results. A passing grade of 65% or higher is required for obtaining a CE Certificate of Completion. Your CE Certificate and your tax receipt for payment will be included in your email.

Overview:  

This program examines five important areas financial planners can educate clients on honing their skills to deal more successfully with their aging parents. Areas reviewed include: (1) Developing Strong Communication Skills With Aging Parents; (2) Understanding the Health Care System; (3) Educating Yourself on Housing Issues and Options; (4) Preparing Before the Need Arises; (5) Maintaining Humour and Perspective. This course is a valuable primer for anyone dealing with an aging clientele, or clientele who are caregivers to aging parents.

Cost: $39.00 plus GST 

Step 1:  Download the course text from below by holding down your “Ctrl” Key while simultaneously clicking on the link button:

Step 2: Download the quiz from below by holding down your “Ctrl” Key while simultaneously clicking on the link button. Use the Answer Sheet included in the quiz to record your answers. Fax your completed Answer Sheet to us at 905-486-9895. Do not include a fax cover page, send only your Answer Sheet. Print clearly using black ink – answers that are not legible are scored as incorrect. Be sure to complete credit card payment information where indicated on the Answer Sheet. Your quiz will not be graded if payment information is missing.

This is an Advocis-approved online CE Credit course.  Advocis approval is accepted by all provinces excluding Alberta, Manitoba and Quebec for life licensing requirements. Download the text and the quiz below. Fax your completed quiz

to 905-486-9895 and you will be notified within 48 hours by email of your results. A passing grade of 65% or higher is required for obtaining a CE Certificate of Completion. Your CE Certificate and your tax receipt for payment will be included in your email.

Overview:  

This program examines the difference between our clients' chronological age and their

 self-perceived age. Also reviewed is the "Whole Person" Approach to working with clients and our clients as consumers of Health Care. Long Term Care Insurance is still relatively new and advisors may benefit from the tips on how to evaluate Long Term Care Insurance policies as well as the overview on differences in underwriting this unique risk.

Cost: $18.00  plus GST*

*Special Arrangements for Advocis Peel-Halton Chapter Members Only

The Advocis Peel-Halton Chapter has sponsored this course for its members in good standing as a benefit of membership. As such, fees are waived for Peel-Halton members through to February 29th - take this online course at no cost to you!

Step 1:  Download the course text from below by holding down your “Ctrl” Key while simultaneously clicking on the link button:

Step 2: Download the quiz from below by holding down your “Ctrl” Key while simultaneously clicking on the link button. Use the Answer Sheet included in the quiz to record your answers. Fax your completed Answer Sheet to us at 905-486-9895. Do not include a fax cover page, send only your Answer Sheet. Print clearly using black ink – answers that are not legible are scored as incorrect. Be sure to complete credit card payment information where indicated on the Answer Sheet. Your quiz will not be graded if payment information is missing.