Products
-
AML - ATF Training (English)
CourseAML-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.
-
ATP Training
BundleThe Agent Training Program supports agents throughout their Greatway journey. This onboarding curriculum builds the knowledge, skills, and compliance foundation needed to serve clients confidently, meet regulatory requirements, and represent Greatway
-
ATP #12 - Recruiting, Agent Suitability and Supervision
CourseThis course explains the agent recruiting & screening requirements and the importance of supervision and guidelines.
-
ATP #11 - Protecting the Financial Well-Being of Vulnerable Clients
CourseThis course provides agents in the financial services industry with guidelines on how to assist and protect vulnerable clients from financial exploitation.
-
ATP #10 - Segregated Funds Basics
CourseThis course provides an overview of Segregated Funds, also called Individual Variable Insurance Contracts.
-
ATP #9 - Client Delivery and Service
CourseThis course examines the ongoing responsibilities of an agent and the importance of client review and evaluation.