LLQP Life Insurance - Segregated Funds & Annuity (Canada)
What you'll learn
- Preparation for the Segregated Funds & Annuity module of the Life License Qualification Program.
- Segregated funds
- Basic math (percentage, fraction, decimals)
The first chapter describes basic principles of investment, savings principles, and investment objectives. Chapter 2 talks about segregated funds, which is a type of insurance that is offered by life insurance companies. Chapter 3 describes annuities, which s a product where a client can deposit some money to an insurance company and get an income from the deposit. Chapter 4 talks about the investor profile. We review the Government pensions such as OAS, and CPP. We understand registered pension plans. Personal savings plans such as RRSP, RESP, TFSA and RDSP are also understood. Chapter 5 describes segregated funds and annuity recommendations steps. Chapter 6 reviews the segregated fund contract. Chapter 7 is about annuity contracts. Chapter 8 is is group retirement and investment plans.
The trade-marks AFP, LIC, 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 (CSI®). The Canadian Securities Institute (CSI®) 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:
- Enrolled in the LLQP exam in Canada, segregated funds module
- Want to know the basics of insurance investment products
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
I've 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, Excel 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.