- LIVE WEBINAR, FRIDAY, SEPTEMBRE 29th 2017 – 9am
- Examination of presence* via the questionnaire at the bottom of the video window.
DESCRIPTION OF THE COURSE
THE VIGILIS GROUP PRESENTS: THE ABC’s OF SMALL BUSINESS GROUP INSURANCE (Part 1)
CSF – 5 PDUs IN GROUP INSURANCE OF PERSONS (ACCREDITED TRAINING)
IQPF – 5 PDUs IN SFPA (ACCREDITED TRAINING)
For the advisor who wants to take advantage of the small business group insurance market with a structured professional approach coupled with a comprehensive and rigourous process, this training session is for you.
Presented in simple terms but well documented, this 5 hours training session will provide you with a better understanding on benchmarking and customer relation management, how to navigate in the comparative analysis process and supporting documents and show you how to maximize client’s relationship. You will end up with a new visio that goes beyond the initial underwriting. Each step for a WIN/WIN relationship are reviewed.
RICHARD DESORMEAU, president/CEO, The Vigilis Group
*HOW TO VALIDATE YOUR CONFIRMATION OF PRESENCE?
Please read carefully the information below. In order to get your CERTIFICATE OF PRESENCE you must answer successfully the questionnaire below to obtain your PDUs.
Repeatedly during your training, keywords will appear at the bottom of your screen. Once you have ENDED YOUR SESSION, click on the tab KEY WORDS at the bottom of the video. We recommend that you take note of the key words on a separate piece of paper. Only at the end will you have to validate them.
Please answer all the questions by typing all the keywords in the good order before clicking the button SUBMIT. You have a maximum of 5 attempts. To obtain your PDUs, you must answer all the questions correctly (100%).
This training session contains a supplemental questionnaire at the bottom of the video. To obtain your PDUs, you will have to answer all of the questions at the end of the training session and obtain a minimum grade of 60%. Again, we recommend that you take notes during the session.
Once the training is successfully completed, you will receive your certificate of attendance directly by e-mail in a PDF format.
In order to recognize the value and the role of the financial advisor, this online training session by Eric Wachtel is offered for free to all the professionals involved in financial services. This includes the general public. However, you have to be a privileged member to obtain your PDUs.
DEFFERAL OF PDUS
You can accumulate a maximum of 5 PDUs on top of what is required for a qualifying period. This is only possible for the last three months (September 1st to November 30th of an odd year). These can be postponed to the following qualifying period or after the period of exemption.The advisor is responsible to transfer these excess PDUs in its secured file via the site of La Chambre de la sécurité financière at www.chambresf.com (No rerun are possible. No refund)
It is not possible to receive professional development units (PDUs) for the same training session followed during the same qualifying period. With the exception of the business break, any absence of the room during a training session will be recorded on the certificate of presence of the participant. Please take note of the rules of participation found in Article 4.1 of the Policy on Compulsory Professional Development Activities of La Chambre de la sécurité financière at www.chambresf.com. No refund. Non-transferable.