Transform how you introduce and recommend life insurance from product-driven sales to a natural expression of what client’s value most.
Insurance advisors consistently appear near the bottom of public trust rankings not because insurance lacks value, but because the sales culture puts products before people. This module shows how values-based discovery transforms life insurance from something clients resist into protection they actively want because it clearly serves what they care about most. This is Module 1 of 4 in Chapter 3 (Insurance Applications) of the CVP® Designation, issued by the Canadian Values Planning Corporation (CVPC). Completing all four chapters qualifies you to apply for the CVP® designation. This course is designed for: CLU professionals seeking to reconnect life insurance recommendations directly to clients' core values and life goals CFP advisors who want to overcome client resistance to insurance conversations using behavioral science Financial advisors who sense that technically sound insurance recommendations are still being declined TEP practitioners positioning life insurance as an estate creation, and wealth transfer vehicle. Any advisor who has experienced a client approving a policy only to let it lapse within two years.
CVP® (Certified Values Planner) Designation
Canadian Values Planning Corporation Issuing Body – CVP® (Certified Values Planner) Designation Who We Are Canadian Values Planning Corporation (CVPC) is the governing body behind the CVP® Certified Values Planner designation, Canada’s first AI-native financial planning credential. CVPC was founded on the belief that the future of financial advisory belongs to professionals who can seamlessly blend values-based human guidance with the power of modern AI tools. Our mission is clear: equip Canadian financial advisors with the credentials, methodology, and technology they need to thrive in an AI-enhanced world where technology amplifies human wisdom rather than replaces it. Operating under the guiding philosophy “Beyond Numbers. Into Lives. ™ Powered by AI. Led by Humans.” CVPC is committed to elevating the standard of financial planning across Canada. The CVP® Designation The CVP® (Certified Values Planner) is a rigorous, four-course professional designation designed to transform how financial advisors discover, understand, and act on the values that drive their clients’ most important decisions. Built around CVPC’s proprietary VALUES Framework™, the program bridges behavioral science, advanced planning strategy, and AI-powered workflow design preparing advisors to become true behavioral consultants rather than transactional salespeople. The Four-Course Curriculum 1. Values Planning Methodology & the VALUES Framework™ Foundational principles of values-based discovery, behavioral consulting, and client engagement using the VALUES Framework™. 2. AI Tools Integration for Financial Advisors Practical application of AI tools in client discovery, planning workflows, documentation, and compliance applied ethically and effectively. 3. Insurance & Estate Planning Applications Advanced strategies in life insurance, corporate planning, shared ownership structures, and estate transfer integrated within a values-driven advisory context. 4. Canadian Regulatory Landscape & Compliance Current Canadian regulatory requirements, privacy law (PIPEDA/Bill C-27), AML compliance, and building defensible, audit-ready AI-assisted workflows. Earning the CVP® Designation Upon successful completion of all four courses, graduates are formally invited to become CVP® designation holders joining a growing community of forward-thinking Canadian advisors committed to values-based, AI-enhanced practice. CVP® holders receive the right to use the designation after their name, are recognized in the CVPC national registry, and gain access to ongoing professional development, resources, and the broader CVPC advisor network. Optional Software Access – CVPC Platform As an added benefit, all students enrolled in CVP® courses may request optional access to the CVPC advisor platform purpose-built software designed to support the VALUES Framework™ in real client engagements. The platform provides AI-assisted discovery tools, compliance-defensible documentation workflows, and planning support giving advisors a practical environment to apply what they learn immediately in their practice. Students who wish to access the platform must submit a request by emailing info@cvpc.ca. Additional information about the platform is available at cvpc.ca. Beyond Numbers. Into Lives.™ Powered by AI. Led by Humans. cvpc.ca | info@cvpc.ca | 1-833-597-2676 | Toronto, Ontario, Canada
