Produits
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All Trainings - Le Conseil
Offre groupéeAccess to all accredited trainings in Le Conseil.
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Protecting a Vulnerable Client - (CSF 3 PDs; IQPF 3 PDs)
CoursEssential 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.
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Governance and Compliance (CSF 4 PDs; IPQF - 4 PDs)
CoursAMF Guide on Governance and Compliance. Master regulatory expectations, Fair Treatment of Customers (FTC), risk management (cybersecurity/AML), and best practices for public protection.
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Collective Savings - Le Conseil (CSF 5 PDs; IPQF 5 PDs)
CoursCanadian financial training on mutual funds. A guide to mutual funds, economics (GDP/CPI), segregated funds, portfolio strategy, RRSPs, and taxation.
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Errors and Omissions Insurance for All Financial Services Professionals (CSF 2 PDs; IPQF - 2 PDs)
CoursThis 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.
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Toutes les formations - Le Conseil
Offre groupéeAvec l'achat de cette offre, vous recevez un accès à toutes les formations de Le Conseil.