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Advance your Professional Skills in Client Service

These Client Service courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

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Accident & Sickness InsuranceAccounting and Actuarial ConsiderationsClient ServiceCommercial InsuranceEthics & Legal Compliance for Insurance ProfessionalsGeneral (Property & Casualty) InsuranceInsurance Brokers - ManagementInsurance Brokers - TechnicalInsurTechLife InsuranceProvisions and Differences in Policy ContractsRating, Underwriting, and ClaimsRisk Management Principles
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Professional Client Service Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
Client Centered Financial Planning
Video Course
Insurance: Client Service

Client Centered Financial Planning

Master the art of client-focused financial planning and elevate your advisory practice

CA$269-55%CA$592
7 CPD hours
Pro Seminars
5.0
(14)
Published at Dec 24, 2024
Updated at Mar 6, 2025
Charitable Giving & The Financial Planning Process
Video Course
Insurance: Client Service

Charitable Giving & The Financial Planning Process

Master the art of charitable giving and its integration into financial planning.

CA$155-55%CA$341
4 CPD hours
Pro Seminars
5.0
(1)
Published at Dec 24, 2024
Updated at Mar 9, 2025
Senior Fraud & Financial Exploitation
Video Course
Insurance: Client Service

Senior Fraud & Financial Exploitation

Protect Seniors from Financial Exploitation: A Comprehensive Guide for Professionals and Caregivers.

CA$155-55%CA$341
4 CPD hours
Pro Seminars
5.0
(6)
Published at Dec 24, 2024
Updated at Feb 21, 2025
Financial Advising Opportunities During Uncertain Times
Video Course
Insurance: Client Service

Financial Advising Opportunities During Uncertain Times

Navigate financial challenges and seize opportunities in turbulent times with expert strategies for advisors and clients.

CA$155-55%CA$341
3 CPD hours
Pro Seminars
Published at Dec 24, 2024
Updated at Mar 9, 2025
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