Changing The Conversation – Finding Solutions – Julie Carmel

Changing The Conversation – Finding Solutions – Julie Carmel

CHANGING THE CONVERSATION – FINDING SOLUTIONS – JULIE CARMEL

COURSE OUTLINE

CHANGING THE CONVERSATION – FINDING SOLUTIONS – JULIE CARMEL

CSF – 1 PDU in Insurance of Persons


ONLINE TRAINING

  • Video
  • Confirmation of presence* via the questionnaire at the bottom of the video window.

*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.

In some of the training sessions, the moderator will ask you to validate your presence by e-mail. DO NOT TAKE THIS MESSAGE INTO ACCOUNT ANY MORE. Please proceed with the following method instead:

Repeatedly during your training, keywords will appear at the bottom of your screen. Once you have ENDED YOUR SESSION, click on the tab QUESTIONNAIRE 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 (EXCEPT THE WORD EXAMPLE) before clicking the button SUBMIT. You have a maximum of 5 attempts. To obtain your PDUs, you must answer all the questions correctly (100%).

Our videos can contain SEVERAL EPISODES. If that is the case, you will have to view all of them one at the time. You can leave and resume a training session at any time. However, if you stop the viewing of an episode before the end, you will have to start that episode all over again. You cannot move forward or backward during a training session.
Some sessions can also contain a supplemental questionnaire. 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.

If you do not have Adobe Reader, you can download it for free from the website of Adobe at this adress: https://get.adobe.com/fr/reader/


CONTENT

Why Manulife? Join us as we examine a wide range of topics that provide a full picture about choosing Manulife segregated funds – from the importance of beneficiaries, through the gamut of investment options, and why clients will be receiving more than just guarantees.


THE SPEAKER

JULIE CARMEL

DISTRICT VICE PRESIDENT, MANULIFE INVESTMENTS


RATES

In order to recognize the value and the role of the financial advisor, this online training session by Julie Carmel 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 1 PDU.



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.