About
This presentation breaks down the supporting elements of the CLHIAs document, “The Approach”. "The Approach" is a reference document for advisors regarding needs analysis and fact finding and is part of a broad package of practices to treat customers fairly. We will review each of the seven elements and provide tips on how these can be implemented into an advisor’s business practices.


CE credits: 1 CE/PDU Available

To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

on-demand webinar
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Distribution Practices
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Advocis - includes FISCO, ICIB, IFB (pending)
Alberta Insurance Council (pending)
Chambre de la sécurité financière (pending)
FP Canada (pending)
Insurance Council of Manitoba (pending)
Insurance Council of Saskatchewan (pending)
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