Le Conseil

Le refinancement hypothécaire : La réalité au-delà des chiffres

Cours

Cette formation permet de maîtriser les enjeux juridiques et opérationnels du refinancement hypothécaire au Québec tout en s'adaptant aux nouvelles réalités technologiques et législatives.

Protecting a Vulnerable Client

Cours

Essential training for financial professionals. Learn prevention tools (Power of Attorney, Protection Mandate) and the 6-step action plan to identify, prevent, and intervene in cases of financial abuse.

Governance and Compliance

Cours

AMF Guide on Governance and Compliance. Master regulatory expectations, Fair Treatment of Customers (FTC), risk management (cybersecurity/AML), and best practices for public protection.

Collective Savings - Le Conseil

Cours

Canadian financial training on mutual funds. A guide to mutual funds, economics (GDP/CPI), segregated funds, portfolio strategy, RRSPs, and taxation.

Errors and Omissions Insurance for All Financial Services Professionals

Cours

This training is intended for financial services professionals and focuses on Errors and Omissions (E&O) insurance. Discover coverage details, exclusions, claims processing, and risk management strategies.