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+,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

 

  1. (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
  2. 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
  3. 为创业积累第一桶金的本科、硕士毕业生
  4. 寻找兼职的各行各业优秀人士、专家
  5. 寻找在保险公司工作的人士
  6. 无加拿大工作经验的新移民、
  7. 长假后需尽快投入工作领域且需要兼顾家庭者
  8. 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

 

 

 

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