
Prepare for the Ethics module in the Life License Qualification Program.
Preparation for the Segregated Funds & Annuity module of the Life License Qualification Program.
Preparation for the Life insurance module of the Life License Qualification Program
Requirements
-
Basic Math skills
Description
This free preview course covers the following sample topics across all 4 exam prep courses:
1. LLQP Life Insurance module topic: Universal Life
2. LLQP Segregated Funds module topic: Registered Pension Plans & Client
3. LLQP Accident and Sickness module topic: Business Insurance
4. LLQP Ethics module topic: Legal Framework Governing Life Insurance
The videos are narrated with PDF summary slides that describe the topics in an easy-to-understand manner. The reference book is 109 pages and has a lot of detail. This summary of the course focuses on the main aspects which are expected in the exam, as well as the knowledge which is required to provide clients with a high level of knowledge and experience.
Disclaimer:
The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct, and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSIĀ®). The Canadian Securities Institute (CSIĀ®) does not sponsor, license, or necessarily recommend these notes and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.
Who this course is for:
- Anyone wishing to enroll in any of the LLQP Exam Prep courses in Canada
- General knowledge seekers for insurance types, features, and benefits
- General knowledge seekers for investment products advice
- General knowledge seekers for taxation & financial industry information
Instructor
Currently, Professor at a major College & University in Ontario, Canada.
Previous experience includes work at the major Financial Firms in Canada as a Financial Advisor for over 10 years.
Also attained certifications in Project Management and Six Sigma quality improvement. Managed projects in firms in Canada for 5 years to improve efficiency using six sigma tools.
Undertook R&D, quality and operations management in food processing companies for 10 years in international firms.
Qualified with MBA (UK), MSc, PMP
Iāve been teaching the certification courses for over 10 years. Some courses I provide guidance on:
My expertise is to help you pass the financial courses:
1. Canadian Securities Course CSC,
2. Conduct Practices Handbook CPH,
3. Canadian Insurance Course CIC,
4. Life insurance license LLQP,
5. Investment Funds in Canada IFIC
6. Six Sigma Green Belt certification
7. Project Management (PMP)
8. ASQ QCM/OE Exam
9. Computer skills such as Google, Microsoft, ExcelĀ Word, Onedrive etc.
I explain the formulas and math in simple ways. I have been working in the financial industry in insurance, banking, food manufacturing, and investments and thus can provide practical experience also.