ICB Offers Financial Services Advisors Specialized and Accredited Continuing Education Solutions

Enroll today and save 20 percent on each learning activity

The Institute of Canadian Bankers (ICB), a trusted provider of career-advancing learning programs for financial services industry professionals, is pleased to announce an offering of selected learning activities that satisfy the Continuing Education (CE) criteria for the Investment Dealers Association (IDA), Financial Planners Standards Council (FPSC) and Advocis.

“We strongly believe that learning is a continuous process. That’s why we offer a wide range of ongoing education learning activities to students in the financial services industry,” says Marie Muldowney, ICB Executive Director.

Muldowney says that while CE is mandatory in most cases, it also provides advisors with the opportunity to expand their knowledge base to be better poised to address their clients’ needs and questions, for example, when it comes to leveraging trusts in financial and estate planning or dealing with business taxation issues.

As an introductory offer to all advisors, ICB has put together a list of nine CE learning activities that are available at a 20-percent discount until the end of 2005. All activities can be purchased individually or as part of a packaged solution.

“We’re especially proud to offer these Continuing Education learning activities that will benefit advisors—at all levels—by equipping them with the essential tools to both attract and retain clients. Ultimately, advisors will contribute to their growth as professionals, as well as that of their business.”

List of ICB Accredited CE Learning Activities

• Basics of Pension Plans
• Benefit Plans
• Financial Planning for Snowbirds
• Trusts as Financial and Estate Planning Tools
• Taxation Issues for Estates and Trusts
• Business Succession Planning
• Business Taxation Issues and Planning
• Liability for Tax
• Tax Facts for Professional Advisors (2005 Edition)

ICB and Canadian Home Income Plan Jointly Offer FREE IDA-Accredited CE Activity

• Planning Strategies for Seniors: The Home Income Plan (leads to two IDA Professional Development CE credits).

Why Choose ICB to Meet Your CE Needs on Time

• Save 20 percent on Already Affordable Activities: Less than $10 per CE credit
• Students Can Combine CE Activities: Students can combine the CE activities of their choice to earn the precise number of CE credits they require. In some cases, this can be accomplished by enrolling in just two activities!
• Flexibility study options: Learning activities are offered in two- to 30-hour increments
• Choose your own delivery: Register for the online (HTML) or paper-based versions
• Continuous Enrolment: Enroll any time this year, after which you will have 90 days to complete your activities
• Online quizzes generating real-time results: Online quizzes consist of multiple choice and true/false questions that can be submitted and marked in real-time. Take advantage of unlimited quiz attempts
• Free CE transcripts/Certificates: Print your free CE transcripts/certificates whenever it’s most convenient for you
• Multiple enrollment formats: Choose the enrollment process that’s most convenient: mail or fax in the form, phone us or register online
• Packaged CE solutions: ICB has also packaged a number 30-hour CE solutions to help you choose courses quickly to satisfy your full requirement and save on multiple shipping fees

Register today for individual CE learning activities (enter promotional code FCE2005) or our packaged CE solutions.

October 2005

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.