LLQP Life Insurance Exam Preparation- Ethics (Canada)
What you'll learn
- Prepare for the Ethics module in the Life License Qualification Program.
- Life Insurance Ethics and professional practice
- Segregated funds, investments, retirement planning, taxation
- Ethics, Life insurance contracts, and legal issues
- Basic math (percentage, fraction, decimals)
The following topics are covered in this course:
The first chapter describes the legal framework that governs life insurance. Chapter 2 covers insurance policy provisions and individual and group accident & sickness insurance. Chapter 3 describes life insurance, accident & sickness insurance, and annuity claims-payment of proceeds. Chapter 4 covers the rules and principles governing the activities of life insurance agents and accident & sickness insurance agents.
The videos are narrated with PDF summary slides that describe the topics in an easy-to-understand manner. The reference book is 109 pages and has a lot of detail. This summary of the course focuses on the main aspects which are expected in the exam, as well as the knowledge which is required to provide clients with a high level of knowledge and experience.
The trade-marks AFP, 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
- Desire to learn about ethics aspects in life insurance
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.