A comprehensive training program designed to equip agents with the knowledge, skills, and regulatory foundation required to provide compliant, client-focused advice.
Anti-Money Laundering & Anti-terrorist Financing
AML - ATF
Mandatory compliance training covering anti-money laundering and anti-terrorist financing requirements, including client identification, reporting obligations, and regulatory responsibilities under Canadian legislation.
Agent Training Program
ATP
A comprehensive onboarding program designed to equip agents with the knowledge, skills, and compliance foundation to deliver client-focused insurance advice—from prospecting through to ongoing service.