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Who qualifies to speak at a 香港宝典免费资料大全 event?
Our speakers represent a diverse group with experience from many areas across, and related to, the benefits听 industry.听 They may include representatives from; accounting firms, employment lawyers, group insurance (benefit) advisors, insurance companies, TPA鈥檚, the pharmaceutical industry, employers, human resource professionals, regulators, industry trade associations, ministries of health etc. etc.听 They are required to have the relevant experience to speak knowledgeably on the topic assigned and the majority have over a decade of experience (on occasion, less experienced advisors may be included on panels to demonstrate the range of understanding and the challenges facing newer advisors).
For more information on our speaking requirements听CLICK HERE
What topics qualify for Continuing Education (CE) credits?
We use the FSRA (previously FSCO & OIC)听听for topics and content.听 We do NOT allow any type of sales presentations and generally do not allow speakers to speak on topics that they may sell.听
- Continuing education听must be related to the technical aspects of life insurance.听 Education related to improving production or sales techniques cannot be included to meet the CE requirement.听听
- Examples of topics that are considered 鈥渢echnical鈥 for this purpose include legal, legislative听and regulatory matters, fundamentals/principles of life insurance, financial planning, taxation, client needs analysis, proper use of life insurance products, rating/underwriting/claims, accounting and actuarial considerations, risk management principles, and provisions and differences in policy contracts.
- Examples of topics听not听肠辞苍蝉颈诲别谤听related to the technical aspects of life insurance include motivation, consumer psychology, salesmanship, health/stress/exercise, recruiting, office skills, telephone techniques, computer training, management training, and training on specific products offered by a company.
CE credits certificates
香港宝典免费资料大全 produces Continuing Education (CE) Certificates for those that attend the entire session.听 Generally these are e-mailed within 2 days of the event completion.听 香港宝典免费资料大全 members may pick up copies of past event certificates听on the secure MemberZone page.听 Certificates include the attendees name, the date and location of the event, the name of the seminar, the number of hours (less breaks) and the speaker or panel that delivered it, and are signed by the 香港宝典免费资料大全 Registrar.
香港宝典免费资料大全 CE Certificates are self accredited to Ontario standards.听 They are NOT registered with ADVOCIS (as not required), nor are they accredited by other provinces.
AS 香港宝典免费资料大全 events expand into other provinces, accreditation may be obtained to meet specific provincial requirements (such as those of the Alberta Insurance Council).
2022 - The Financial Services Regulatory Authority of Ontario has updated their website here...
2022 - The Financial Services Regulatory Authority of Ontario Guidance here...