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Develop your Professional Designation in Client Service

These Client Service courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

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Accident & Sickness InsuranceAccounting and Actuarial ConsiderationsClient ServiceCommercial InsuranceEthics & Legal Compliance for Insurance ProfessionalsGeneral (Property & Casualty) InsuranceInsurance Brokers - ManagementInsurance Brokers - TechnicalInsurTechLife InsuranceProvisions and Differences in Policy ContractsRating, Underwriting, and ClaimsRisk Management Principles
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Featured Client Service Packages

Curated sets to complete your credits faster. All packages are included in Unlimited Pass
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Package
PACKAGE: CE Compliance for Life & A&S Agents (ON)
book
7 courses
5.0
(52)
30.5 CPD hours
CA$268CA$698
Package
PACKAGE: CE Compliance for Life Insurance Agents (AB)
book
3 courses
5.0
(30)
15 CPD hours
CA$149CA$349
Package
PACKAGE: CE Compliance for General Insurance Agents (AB)
book
4 courses
5.0
(27)
19 CPD hours
CA$149CA$349

Professional Client Service Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
Charitable Giving & The Financial Planning Process
Video Course
Insurance: Client Service

Charitable Giving & The Financial Planning Process

Master the art of charitable giving and its integration into financial planning.

CA$155-55%CA$341
4 CPD hours
Pro Seminars
5.0
(1)
Published at Dec 24, 2024
Updated at Mar 9, 2025
Senior Fraud & Financial Exploitation
Video Course
Insurance: Client Service

Senior Fraud & Financial Exploitation

Protect Seniors from Financial Exploitation: A Comprehensive Guide for Professionals and Caregivers.

CA$155-55%CA$341
4 CPD hours
Pro Seminars
5.0
(6)
Published at Dec 24, 2024
Updated at Feb 21, 2025
Client Centered Financial Planning
Video Course
Insurance: Client Service

Client Centered Financial Planning

Master the art of client-focused financial planning and elevate your advisory practice

CA$269-55%CA$592
7 CPD hours
Pro Seminars
5.0
(14)
Published at Dec 24, 2024
Updated at Mar 6, 2025
Financial Advising Opportunities During Uncertain Times
Video Course
Insurance: Client Service

Financial Advising Opportunities During Uncertain Times

Navigate financial challenges and seize opportunities in turbulent times with expert strategies for advisors and clients.

CA$155-55%CA$341
3 CPD hours
Pro Seminars
Published at Dec 24, 2024
Updated at Mar 9, 2025
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