保险行业入门证书LLQP考证培训就业班
(更多资料和具体参加方法)
年薪10万+,超高收入不是梦
每周5小时课程,助您4周快速通过寿险的4门资格考试,成为保险持牌人。带您从专业的寿险领域入行,迅速走向金融规划师、财富管理师、家庭财务分析师之路,未来可期。
本课程适合对象:
- (最适合)寻找工作出路的银行分行资深理财顾问、金融业投资顾问
- 追求梦想、希望不转行,轻松跨入年薪10万以上超高收入人群的金融行业中后台分析师
- 为创业积累第一桶金的本科、硕士毕业生
- 寻找兼职的各行各业优秀人士、专家
- 寻找在保险公司工作的人士
- 无加拿大工作经验的新移民、
- 长假后需尽快投入工作领域且需要兼顾家庭者
- 不喜欢朝九晚五的坐班制
保险业对专业人士的需求与日俱增、其具有AI技术发展无可取代的优越性。本课程以实践和基本知识相结合,在时间有限的情况下,帮助同学快速掌握保险业基础知识,通过考试,正式成为保险业持牌从业人士,获得保险业的工作机会。通往专业的金融道路不是只有一条,在加拿大轻松就职、发展梦想成为可能。 维多利亚顺应就业潮流,独家首推“保险公司考证就业班”,老师将带领同学们理清知识点,直击执照考试,重点突出,考点提示明确,迅速通过考试,成为寿险持牌人。考证通过者,直接安排工作,入职上班。实用无比,不容错过!
授课老师简介:Sala Xiao
长达10年的金融业培训与咨询的经验,拥有金融业本科硕士学位。曾为高净值客户提供理财方案,投资方案。讲课风格轻松易懂,把握考试重心,帮助同学迅速通过考试,成为寿险持牌人。
保险行业的特点和优点:
1. 高收入不再是梦
2. 有弹性度高的工作时间
3. 加拿大各大保险公司专业支持
4. 不必看老板的脸色,决策权在自己手上
5. 专业性工作,经验越多越值钱,短期内积累财富,长期积累人脉,财富自由指日可待。
6. 适合任何背景的人士加入,全职、兼职均可
7. 金融规划师、财富管理师、财务策划师、家庭财务分析师的大门为您敞开。
千里之行始于足下,大展鸿图来日可期,欢迎报名参加我的课程!
LLQP Course Outline
Class 1
· An introduction to the insurance industry
o Risk
o The insurance industry in Canada
o Types of products
· The application for insurance
o The insurance process
o Parts of the application
o The completed application
o The temporary insurance agreement
o Underwriting
o Reinsurance
Class 2
· The contract for insurance
o Calculations of premiums
o Delivery of the policy
o Contractual provisions: General
o Structural of insurance contracts
o Claims
o Beneficiary
o Assuris & the financial health of injuries
o Consumer protection & disputes
· Agent conduct
o Agent conduct
o Dealing with the client
o Regulatory and legal concerns
o Dealing with the insurer
Class 3
· Taxation
o Overview
o Basics of personal taxation
o Marginal tax rates
o Capital Gains system
o Wills, death and taxes
o Provincial premium taxes
o Taxation of business income
o Dividends
o Capital dividend account
· Investments and Retirement
o Overview
o Money
o Economic cycle
o Key terms
o Basic investment vehicles
o Securities
o Derivatives
o Investment risks
o Comparing investments
o Investment strategies
o General characteristics of investment funds
o Investment Objectives
o Retirement Overview
Class 4
· Life Insurance
o Needs analysis
o Understanding life insurance
o Types of life insurance
o Taxation of life insurance
Class 5
· Government Programs
o Overview of government protection
o Government plans
· Individual Disability Insurance
o Assess Need
o Morbidity
o Definition of disability
o Types of disability contracts
o Benefit structure
o Riders, waivers, and benefits
o Exclusions
o Claims considerations
o Other considerations
o Target market
Class 6
· Other Accident & Sickness Products
o Extended health care
o Claims and cost sharing in A&S plans
o Taxation of accident and sickness policies
o Structure of accident sickness policies
o Critical illness insurance
o Long term care insurance
· Group Insurance
o Structure of group contracts
o Characteristics of group insurance
o Group insurance premiums
o The sales process
o Plan benefits
o Taxation of group insurance
Class 7
· Individual Variable Insurance Contracts
o Parties to the IVIC
o Guarantees
o Withdrawals and unit values
o Fees and charges
o Taxation of an IVIC
o Lifetime income products
o IVIC regulation and consumer protection
o Creditor protection
o Selling the IVIC
Class 8
· Annuities
o Types of annuities
o Annuity features
o Taxation of annuities
o Selling annuities
· Investment Plans
o Registered Retirement Savings Plan (RRSP)
o Registered Retirement Income Funds (RRIF)
o Registered Pension Plan
o Locked in Retirement Account
o Life Income Fund
o Pension unlocking
o Deferred Profit Sharing Plans
o Pension income splitting
o Tax Free Savings Account (TFSA)
o Registered Education Savings Plan (RESP)
o Registered Disability Savings Plan (RDSP)
o Registered vs non-registered investments
Class 9
· Insurance for businesses
o Types of business
o Protecting owners
o Protecting the business
o Underwriting considerations
Class 10
· How to Prepare for the examination
o How to answer case study questions
o Booking your provincial examination
年薪10万+,超高收入不是梦
每周5小时课程,助您4周快速通过寿险的4门资格考试,成为保险持牌人。带您从专业的寿险领域入行,迅速走向金融规划师、财富管理师、家庭财务分析师之路,未来可期。
本课程适合对象:
- (最适合)寻找工作出路的银行分行资深理财顾问、金融业投资顾问
- 追求梦想、希望不转行,轻松跨入年薪10万以上超高收入人群的金融行业中后台分析师
- 为创业积累第一桶金的本科、硕士毕业生
- 寻找兼职的各行各业优秀人士、专家
- 寻找在保险公司工作的人士
- 无加拿大工作经验的新移民、
- 长假后需尽快投入工作领域且需要兼顾家庭者
- 不喜欢朝九晚五的坐班制
保险业对专业人士的需求与日俱增、其具有AI技术发展无可取代的优越性。本课程以实践和基本知识相结合,在时间有限的情况下,帮助同学快速掌握保险业基础知识,通过考试,正式成为保险业持牌从业人士,获得保险业的工作机会。通往专业的金融道路不是只有一条,在加拿大轻松就职、发展梦想成为可能。 维多利亚顺应就业潮流,独家首推“保险公司考证就业班”,老师将带领同学们理清知识点,直击执照考试,重点突出,考点提示明确,迅速通过考试,成为寿险持牌人。考证通过者,直接安排工作,入职上班。实用无比,不容错过!
授课老师简介:Sala Xiao
长达10年的金融业培训与咨询的经验,拥有金融业本科硕士学位。曾为高净值客户提供理财方案,投资方案。讲课风格轻松易懂,把握考试重心,帮助同学迅速通过考试,成为寿险持牌人。
保险行业的特点和优点:
1. 高收入不再是梦
2. 有弹性度高的工作时间
3. 加拿大各大保险公司专业支持
4. 不必看老板的脸色,决策权在自己手上
5. 专业性工作,经验越多越值钱,短期内积累财富,长期积累人脉,财富自由指日可待。
6. 适合任何背景的人士加入,全职、兼职均可
7. 金融规划师、财富管理师、财务策划师、家庭财务分析师的大门为您敞开。
千里之行始于足下,大展鸿图来日可期,欢迎报名参加我的课程!
LLQP Course Outline
Class 1
· An introduction to the insurance industry
o Risk
o The insurance industry in Canada
o Types of products
· The application for insurance
o The insurance process
o Parts of the application
o The completed application
o The temporary insurance agreement
o Underwriting
o Reinsurance
Class 2
· The contract for insurance
o Calculations of premiums
o Delivery of the policy
o Contractual provisions: General
o Structural of insurance contracts
o Claims
o Beneficiary
o Assuris & the financial health of injuries
o Consumer protection & disputes
· Agent conduct
o Agent conduct
o Dealing with the client
o Regulatory and legal concerns
o Dealing with the insurer
Class 3
· Taxation
o Overview
o Basics of personal taxation
o Marginal tax rates
o Capital Gains system
o Wills, death and taxes
o Provincial premium taxes
o Taxation of business income
o Dividends
o Capital dividend account
· Investments and Retirement
o Overview
o Money
o Economic cycle
o Key terms
o Basic investment vehicles
o Securities
o Derivatives
o Investment risks
o Comparing investments
o Investment strategies
o General characteristics of investment funds
o Investment Objectives
o Retirement Overview
Class 4
· Life Insurance
o Needs analysis
o Understanding life insurance
o Types of life insurance
o Taxation of life insurance
Class 5
· Government Programs
o Overview of government protection
o Government plans
· Individual Disability Insurance
o Assess Need
o Morbidity
o Definition of disability
o Types of disability contracts
o Benefit structure
o Riders, waivers, and benefits
o Exclusions
o Claims considerations
o Other considerations
o Target market
Class 6
· Other Accident & Sickness Products
o Extended health care
o Claims and cost sharing in A&S plans
o Taxation of accident and sickness policies
o Structure of accident sickness policies
o Critical illness insurance
o Long term care insurance
· Group Insurance
o Structure of group contracts
o Characteristics of group insurance
o Group insurance premiums
o The sales process
o Plan benefits
o Taxation of group insurance
Class 7
· Individual Variable Insurance Contracts
o Parties to the IVIC
o Guarantees
o Withdrawals and unit values
o Fees and charges
o Taxation of an IVIC
o Lifetime income products
o IVIC regulation and consumer protection
o Creditor protection
o Selling the IVIC
Class 8
· Annuities
o Types of annuities
o Annuity features
o Taxation of annuities
o Selling annuities
· Investment Plans
o Registered Retirement Savings Plan (RRSP)
o Registered Retirement Income Funds (RRIF)
o Registered Pension Plan
o Locked in Retirement Account
o Life Income Fund
o Pension unlocking
o Deferred Profit Sharing Plans
o Pension income splitting
o Tax Free Savings Account (TFSA)
o Registered Education Savings Plan (RESP)
o Registered Disability Savings Plan (RDSP)
o Registered vs non-registered investments
Class 9
· Insurance for businesses
o Types of business
o Protecting owners
o Protecting the business
o Underwriting considerations
Class 10
· How to Prepare for the examination
o How to answer case study questions
o Booking your provincial examination