Critical Illness Insurance Certificate Program

This certificate program introduces financial advisors to the valuable role critical illness insurance can play in a client’s financial plan. Ensuring your clients are aware of critical illness insurance is a clear demonstration of the "value of advice" you provide. Regardless of whether or not your clients purchase critical illness insurance, they need to be properly informed about it.

The Critical Illness Insurance Certificate program will not only introduce you to how this innovative product addresses your client’s risk of suffering a significant illness, but it will also help you fully understand the product, including its unique underwriting requirements and how to position it with your clients.

Who Should Enrol?

Individuals looking to earn a certificate in critical Illness insurance
Individuals looking to obtain a greater understanding of critical illness insurance

Core Modules

To successfully obtain the Critical Illness Insurance Certificate, students must complete all three modules in this program within one calendar year. Enrol in each module individually or by program.

CI: Product Design & Marketing4 CE, including 2 Ethics

Critical Illness (CI) insurance product design and marketing addresses the unique features of the CI product that will appeal to the consumer, and compares strategies used for CI to those used for Disability Income and Life Insurance.

Learning Objectives
Overview
Features
Delivery
Price
Bundle

Understand how an analysis helps identify a client's needs, the importance of communicating the policy provisions and the conditions for a successful claim
Understand where CI insurance fits into an overall plan

Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE, including 2 Ethics

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements

Additional Material: None

Completion Requirements:

Passing mark is 60%
Completion of one online quiz (100% of overall mark)

24/7 access to the Advocis Learning Centre
One-month window for completion
Two quiz attempts
Access to the Binder tool
Download content
Access to help for module-related questions
ReadSpeaker text-to-speech

Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.

Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

All purchases are non-refundable
There are no cancellations or extensions
Expiry date is 30 days after registration
Students must re-purchase after 2 unsuccessful attempts
Allow for 1-2 business days to access the module following the registration and payment process

Members: $90.00 plus shipping & taxes

Non-members: $153.00 plus shipping & taxes

Administrative Policies:

All purchases are non-refundable
There are no cancellations or extensions
Expiry date is 1 year after registration
Students must re-purchase after 2 unsuccessful attempts
Allow for 1-2 business days to access the module following the registration and payment process

CI: Plans, Options & Provisions3 CE

Through a review of various critical illness insurance plans, this module provides an overview of the features of each type of CI plan with special attention given to optional benefits such as Return of Premium on Death (ROPD). General exclusions and limitations are described that are important to understand for the practitioner and the client.

Learning Objectives
Overview
Features
Delivery
Price
Bundle

Explain definitions and the key features to compare when selecting the CI product

Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements

Additional Material: None

Completion Requirements:

Passing mark is 60%
Completion of one online quiz (100% of overall mark)

24/7 access to the Advocis Learning Centre
One-month window for completion
Two quiz attempts
Access to the Binder tool
Download content
Access to help for module-related questions
ReadSpeaker text-to-speech

Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.

Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

All purchases are non-refundable
There are no cancellations or extensions
Expiry date is 30 days after registration
Students must re-purchase after 2 unsuccessful attempts
Allow for 1-2 business days to access the module following the registration and payment process

Members: $90.00 plus shipping & taxes

Non-members: $153.00 plus shipping & taxes

Administrative Policies:

All purchases are non-refundable
There are no cancellations or extensions
Expiry date is 1 year after registration
Students must re-purchase after 2 unsuccessful attempts
Allow for 1-2 business days to access the module following the registration and payment process

CI: Underwriting & Claims2 CE

This module addresses the special underwriting considerations for CI insurance considering that the insurance coverage is for critical illnesses such as cancer, heart attacks and strokes. The module also looks at the unique nature of CI claims adjudication.

Learning Objectives
Overview
Features
Delivery
Price
Bundle

Identify the key health conditions and their concerns from a CI underwriting perspective
Understand the significance and impact of family medical history

Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements

Additional Material: None

Completion Requirements:

Passing mark is 60%
Completion of one online quiz (100% of overall mark)

24/7 access to the Advocis Learning Centre
One-month window for completion
Two quiz attempts
Access to the Binder tool
Download content
Access to help for module-related questions
ReadSpeaker text-to-speech

Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.

Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

All purchases are non-refundable
There are no cancellations or extensions
Expiry date is 30 days after registration
Students must re-purchase after 2 unsuccessful attempts
Allow for 1-2 business days to access the module following the registration and payment process

Members: $90.00 plus shipping & taxes

Non-members: $153.00 plus shipping & taxes

Administrative Policies:

All purchases are non-refundable
There are no cancellations or extensions
Expiry date is 1 year after registration
Students must re-purchase after 2 unsuccessful attempts
Allow for 1-2 business days to access the module following the registration and payment process

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