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Advance your Professional Skills in Client Service

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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

Professional Client Service Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
  • Video Course
    Insurance: Client Service

    Insurance Through an Accountant's Lens: Risk Management, Capital and Planning for Canadian Clients

    Shift your perspective from product-focused sales to risk-based financial planning for your clients.

    CA$58-30%CA$83
    1 CPD hour
    Magid Girgis CFP CHS
    Published at Oct 28, 2026
    Updated at Oct 20, 2026
  • Video Course
    Insurance: Client Service

    Client Centered Financial Planning

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

    CA$188-55%CA$415
    7 CPD hours
    Pro Seminars
    5.0(14)
    Published at Dec 24, 2024
    Updated at Mar 6, 2025
  • Video Course
    Insurance: Client Service

    Senior Fraud & Financial Exploitation

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

    CA$109-54%CA$239
    4 CPD hours
    Pro Seminars
    5.0(6)
    Published at Dec 24, 2024
    Updated at Feb 21, 2025
  • Video Course
    Insurance: Client Service

    Charitable Giving & The Financial Planning Process

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

    CA$109-54%CA$239
    4 CPD hours
    Pro Seminars
    5.0(1)
    Published at Dec 24, 2024
    Updated at Mar 9, 2025
  • LearnFormula Business

    Upgrade to Team License

    Try LearnFormula Business and buy packages or courses at a discounted group (multi-license) rate.

    • A subscription-based online learning platform with access to our full course library
    • Organize training on our LMS-platform
    • Flexible payment according to your preferences
    Request a demo
    LearnFormula Business
  • 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$109-54%CA$239
    3 CPD hours
    Pro Seminars
    Published at Dec 24, 2024
    Updated at Mar 9, 2025