ATP Training

ATP #1 - Foundations Training

This course examines the importance of ethical practices and professionalism as a licensed agent in the financial industry and the responsibilities of an advisor to the client, insurers, Managing General Agency and regulatory organizations.

ATP #2 - Basics of Insurance Part 1

Course

This course examines basic insurance concepts related to legal structure, the client, insurance application and policy provisions, premium components and ethical agent practices.

ATP #3 - Basics of Insurance Part 2

Course

Through this training, agents will understand how Life and Health Insurance works in Canada and familiarize agents with the different insurance options available for their clients.

ATP #4 - Prospecting

Course

This course is designed to help advisors identify and effectively prospect clients that may find value in the products and services offered.

ATP #5 - Identifying the Problems

Course

This course focuses on the importance of proper education of the benefits and risks of Life and Health Insurance and Retirement Planning to clients and possible gaps in their financial situation.

ATP #6 - Determining the Needs

Course

This course focuses on the method in determining insurance need through proper financial needs analysis.

ATP #7 - Providing the Solution

Course

This course is designed to help agents understand the essential aspects in providing appropriate insurance recommendations that are suitable for the client.

ATP #8 - Consolidating the Sale

Course

This course examines the steps an agent takes to follow through on the product recommendation chosen by the client, ensuring that a solution is put in place.

ATP #9 - Client Delivery and Service

Course

This course examines the ongoing responsibilities of an agent and the importance of client review and evaluation.

ATP #10 - Segregated Funds Basics

Course

This course provides an overview of Segregated Funds, also called Individual Variable Insurance Contracts.

ATP #11 - Protecting the Financial Well-Being of Vulnerable Clients

Course

This course provides agents in the financial services industry with guidelines on how to assist and protect vulnerable clients from financial exploitation.

ATP #12 - Recruiting, Agent Suitability and Supervision

Course

This course explains the agent recruiting & screening requirements and the importance of supervision and guidelines.

AML - ATF Training (English)

Course

AML-ATF training covers Canada’s anti-money laundering and terrorist financing framework, key laws, FINTRAC’s role, and reporting duties. It highlights risk detection, compliance obligations, identity verification, and consequences of non-compliance.