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SeeWhy Financial Learning Inc
Copyright Notice
Life License Qualification
Program® (LLQP®) Exam Preparation and LLQP® Study Notes
Successful completion of The Life License Qualification Program® (LLQP®)
qualifies students to apply for their "Life License", which is required to
sell life insurance products and related investments. Our study materials
are designed to help you pass the Certification and Provincial LLQP® exams, and do not
constitute enrolment in the actual Life License Qualification Program®
itself.
Personal Financial
Planner® (PFP®) Course Preparation and PFP® Study Notes
PFP (Personal Financial
Planner): The banking industry’s equivalent of CFP. To earn this
designation, administered by the Institute of Canadian Bankers (ICB),
bank/financial institution employees must complete a financial planning
educational program and have a minimum of six months’ work experience.
The Personal Financial Services Advice (PFSA®) course, one of the
courses required to obtain the PFP, was created to strengthen your
confidence and knowledge so that you can advise your financial services
prospects and clients based on their individual needs and goals. The
PFSA® escalates your communications skills and helps you build stronger
and profitable client relationships and confidence in your ability to
professionally advise them.
Canadian Securities Course®
(CSC®) Exam Preparation and CSC® Study Notes
*Our CSC® Study Tools are
in-line with the 2010 Update
The Canadian Securities Course® (CSC®), as offered
by CSI Global Education, Inc., is the initial course required for becoming
licensed to sell securities, like stocks and bonds, in Canada, as set out
by IIROC. The CSC® can also be used to satisfy the educational requirement
necessary to sell mutual funds in Canada, as set out by the Mutual Fund
Dealers Association (MFDA). Our study materials are designed to help you
pass the CSC® exams, and do not constitute enrolment in the actual
Canadian Securities Course® itself.
IFIC®
IFI® Exam Preparation and IFIC®
IFI® Study Notes
Successful completion of the "Mutual Funds" course,
as offered by both CSI®/ICB® (Investment Funds in Canada® ~ IFC®) and
IFSE® (Canadian Investment Funds Course® ~ CIFC®), satisfies the
educational requirement necessary to sell mutual funds in Canada, as set
out by the Mutual Fund Dealers Association. Our study materials are
designed to help you pass the IFIC exam, and do not constitute enrolment
in the actual Mutual Funds course itself.
Accident & Sickness (A&S)
Component of
LLQP®
The A&S (Accident and Sickness) component of the
LLQP program is for an individual who is looking a career in the life
insurance industry as an agent selling accident and sickness (A&S)
insurance. The A&S component of the LLQP is a course developed based on
a comprehensive curriculum set by the provincial regulators. Students
will acquire the knowledge and skills for a career in the life insurance
industry as agents in the niche specialty of selling A&S (Accident and
Sickness) products - including individual and group health and
disability insurance.
Wealth Management Essentials®
(WME®) Exam Preparation
The Wealth Management Essentials® Course (WME®), as
offered by CSI Global Education, Inc focuses on two critical elements of
wealth management - Financial planning and Investment management.
Successful completion of the WME® course fulfils IIROC's 30-month
requirement for maintaining your securities license. It is also one very
important step towards qualifying to write the Certified Financial
Planner® (CFP®) exam. Our study materials are designed to help you pass
the WME® exams, and do not constitute enrolment in the actual
Wealth
Management Essentials® Course itself.
Conduct and Practices Handbook® Exam (CPH®)
The Conduct and Practices Handbook (CPH®) is a guide to understanding the
rules, regulations, practices and ethics that will guide a career as an
investment advisor or representative. Assists in meeting IIROC's
proficiency requirements for licensing. Improves employability by gaining
the education employers and regulators require.
Ontario Real Estate Exam Preparation (OREA®)
To obtain your Ontario Real Estate license you must first pass three
courses in what is known as the pre-registration period. OREA Course 1:
Real Estate as a Professional Career: A general overview of a career in
the real estate profession; how the real estate market interacts with
other elements of our society; how the real estate profession works and
what skills you will need to be successful; a high level discussion of
the importance of economics, demographics and geography on real estate
values; consumer buying habits and marketing methods; a basic overview
of mathematics. OREA Course 2: How land and property is registered in
Canada; examine municipal planning and land use zoning; identify the key
elements in home and commercial building construction; review the
various ways that property can be valued; review how real estate is
traded, rules and regulations of the industry (REBBA 2002), as well as
the concept of representation relationships. OREA Course 3: General and
Advanced Segment: All students must write the exam pertaining to course
3 general, and one advanced component (real estate or commercial). This
exam will test you on an overview of the real estate transaction, from
listing agreement through to the final sale.
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LLQP®
Life Insurance |
CSC®
Securities |
IFIC®
IFC®
Mutual Funds |
WME®
Wealth Management |
PFSA®
FP1®
FP2®
Personal Financial Planner |
NEC®
New Entrants Course |
CPH®
Conduct &
Practices Handbook |
OREA®
Ontario Real Estate
License Training |
SeeWhy Financial Learning Inc
Copyright Notice
Please note that the purchase of SeeWhy Financial Learning's exam
preparation materials does not constitute enrolment in the actual
licensing course(s). Instead, our materials are designed to assist
you in understanding the content of such courses. If you have not
already done so, you must register with the applicable course
provider in order to obtain their course materials and write the
actual exam. For the actual course
provider’s website
click here.
The trade-marks CSI, CSC, CPH, IFC, WME, PFSA,
FP1 FP2, AFP, PFP, Canadian Securities Course, Conduct and Practices
Handbook Course, Investment Fund in Canada, Wealth Management
Essentials, Personal Financial Services Advice Reading, Financial
Planning 1, Financial Planning 2, Applied Financial Planning, and
Personal Financial Planner are owned by CSI Global Education Inc. CSI
Global Education Inc does not sponsor, license or necessarily recommend
these notes and study material for any of its courses. SeeWhy Financial
Learning is an independent supplier of educational services. Exam
preparation materials are not sponsored by any other industry
organization.
CSC®
Exam Preparation and CSC® Study Notes |
IFIC®
IFC®
Exam Preparation and IFIC®
IFC®
Study Notes
LLQP®
Exam Preparation and LLQP®
Study Notes |
WME®
Exam Preparation and WME®
Study Notes
PFP®
Personal
Financial Planner Designation Online Study Notes and Study Tools
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OREA
Real Estate License Course Online Study Notes and Preparation
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