Dealing With High Net Worth Clients Program (DHNW)

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Dealing With Special High Net Worth Client Situations

- Course Level Accreditation -
AccreditationCredits
CSF - Insurance of Persons10
CSF - Mutual Funds10
IQPF - SFPA15
MFDA - Professional Development20
Business Succession Planning
AccreditationCredits
AIC - Life Insurance4
CFA Institute - CFA - PD4
CFP - Financial Planning4
CIM - CIM Professional development4
CIWM - CIWM Professional development4
ICBC - Life Insurance4
ICM - Life Insurance4
IIROC - Professional Development4
MFDA - Professional Development4
MTI - MTI4
PFP - PFP Professional development4
QAFP - Financial Planning4
Executive Compensation
AccreditationCredits
CFA Institute - CFA - PD3
CFP - Financial Planning3
CIM - CIM Professional development3
CIWM - CIWM Professional development3
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
IIROC - Professional Development3
MFDA - Professional Development3
MTI - MTI3
PFP - PFP Professional development3
QAFP - Financial Planning3
Financial Planning for Snowbirds
AccreditationCredits
ADVOCIS - Structured Learning CE5
AIC - Life Insurance4
AMP - Mortgage5
CFA Institute - CFA - PD5
CFA Institute - CIPM5
CFP - Financial Planning5
CIM - CIM Professional development5
CIWM - CIWM Professional development5
FSRA - Life Insurance4
ICBC - Life Insurance4
ICS - Life Insurance4
IIROC - Professional Development5
MFDA - Professional Development5
MTI - MTI5
PFP - PFP Professional development5
QAFP - Financial Planning5
Identifying a Private Client's Corporate Banking Needs
AccreditationCredits
ADVOCIS - Structured Learning CE3
CFA Institute - CFA - PD3
CFP - Practice Management3
CIM - CIM Professional development3
CIWM - CIWM Professional development3
IIROC - Professional Development3
MFDA - Professional Development3
MTI - MTI3
PFP - PFP Professional development3
QAFP - Practice Management3
International Taxation for Canadian Residents
AccreditationCredits
ADVOCIS - Structured Learning CE4
AIC - Life Insurance4
CFA Institute - CFA - PD4
CFP - Product Knowledge 4
CIM - CIM Professional development4
CIWM - CIWM Professional development4
FSRA - Life Insurance4
ICBC - Life Insurance4
ICS - Life Insurance4
IIROC - Professional Development4
MFDA - Professional Development4
MTI - MTI4
PFP - PFP Professional development4
QAFP - Product Knowledge 4
Protecting a Client's Small Business
AccreditationCredits
ADVOCIS - Structured Learning CE4
AIC - Life Insurance4
CFA Institute - CFA - PD4
CFP - Financial Planning4
CIM - CIM Professional development4
CIWM - CIWM Professional development4
FSRA - Life Insurance4
ICBC - Life Insurance4
ICM - Life Insurance4
ICS - Life Insurance4
IIROC - Professional Development4
MFDA - Professional Development4
MTI - MTI4
PFP - PFP Professional development4
QAFP - Financial Planning4
Tax Planning for Small Businesses
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Financial Planning1
CIM - CIM Professional development1
CIWM - CIWM Professional development1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
MFDA - Professional Development1
MTI - MTI1
PFP - PFP Professional development1
QAFP - Financial Planning1

Estate Planning For High Net Worth Clients

- Course Level Accreditation -
AccreditationCredits
CSF - Insurance of Persons10
CSF - Mutual Funds10
IQPF - SFPA15
MFDA - Professional Development20
Business Succession Planning
AccreditationCredits
CFA Institute - CFA - PD4
CFP - Financial Planning4
CIM - CIM Professional development4
ICM - Life Insurance4
IIROC - Professional Development4
MFDA - Professional Development4
MTI - MTI4
PFP - PFP Professional development4
QAFP - Financial Planning4
Creating Client Awareness of Wealth Transfer Issues
AccreditationCredits
AIC - Life Insurance2
CFA Institute - CFA - PD2
CFP - Financial Planning2
CIM - CIM Professional development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
IIROC - Professional Development2
MFDA - Professional Development2
PFP - PFP Professional development2
QAFP - Financial Planning2
Planned Charitable Giving for Estate Planning Purposes
AccreditationCredits
AIC - Life Insurance2
CFA Institute - CFA - PD2
CFP - Financial Planning2
CIM - CIM Professional development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
IIROC - Professional Development2
MFDA - Professional Development2
PFP - PFP Professional development2
QAFP - Financial Planning2
Preparing Clients for the Inevitable
AccreditationCredits
AIC - Life Insurance2.5
CFA Institute - CFA - PD2.5
CFP - Financial Planning2.5
CIM - CIM Professional development2.5
FSRA - Life Insurance2.5
ICBC - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IIROC - Professional Development2.5
PFP - PFP Professional development2.5
QAFP - Financial Planning2.5
Tax Planning for Wealth Transfer
AccreditationCredits
AIC - Life Insurance3.5
CFA Institute - CFA - PD3.5
CFP - Financial Planning3.5
CIM - CIM Professional development3.5
FSRA - Life Insurance3.5
ICBC - Life Insurance3.5
ICM - Life Insurance3.5
ICS - Life Insurance3.5
IIROC - Professional Development4.5
MFDA - Professional Development4.5
PFP - PFP Professional development3.5
QAFP - Financial Planning3.5
Trusts as an Estate Planning Tool
AccreditationCredits
AIC - Life Insurance2.5
CFA Institute - CFA - PD2.5
CFP - Financial Planning2.5
CIM - CIM Professional development2.5
FSRA - Life Insurance2.5
ICBC - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IIROC - Professional Development2.5
MFDA - Professional Development2.5
PFP - PFP Professional development2.5
QAFP - Financial Planning2.5
Wealth Transfer and the Family
AccreditationCredits
AIC - Life Insurance2.5
CFA Institute - CFA - PD2.5
CFP - Financial Planning2.5
CIM - CIM Professional development2.5
FSRA - Life Insurance2.5
ICBC - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IIROC - Professional Development2.5
MFDA - Professional Development2.5
PFP - PFP Professional development2.5
QAFP - Financial Planning2.5

Investment Strategies For High Net Worth Clients

- Course Level Accreditation -
AccreditationCredits
CSF - General Subjects 10
CSF - Mutual Funds10
IQPF - SFPA15
MFDA - Professional Development20
Alternative Assets and Private Equity
AccreditationCredits
CFA Institute - CFA - PD3
CFP - Product Knowledge 3
CIM - CIM Professional development3
PFP - PFP Professional development3
QAFP - Product Knowledge 3
Alternative Strategies: Hedge Funds and Liquid Alts
AccreditationCredits
CFA Institute - CFA - PD6
CFA Institute - CIPM6
CFP - Product Knowledge 6
CIM - CIM Professional development6
CIWM - CIWM Professional development6
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
MTI - MTI6
PFP - PFP Professional development6
QAFP - Product Knowledge 6
Exempt Securities Market
AccreditationCredits
CFA Institute - CFA - PD1.5
CFP - Product Knowledge 1.5
CIM - CIM Professional development1.5
IIROC - Professional Development1.5
MFDA - Professional Development1.5
PFP - PFP Professional development1.5
QAFP - Product Knowledge 1.5
Impediments to Wealth Accumulation
AccreditationCredits
AIC - Life Insurance2
CFA Institute - CFA - PD2
CFP - Product Knowledge 2
CIM - CIM Professional development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICS - Life Insurance2
IIROC - Professional Development2
MFDA - Professional Development2
PFP - PFP Professional development2
QAFP - Product Knowledge 2
International Investing
AccreditationCredits
CFA Institute - CFA - PD1.25
CFP - Product Knowledge 1.25
CIM - CIM Professional development1.25
IIROC - Professional Development1.5
MFDA - Professional Development1.5
PFP - PFP Professional development1.25
QAFP - Product Knowledge 1.25
Managing Your Client's Investment Risk
AccreditationCredits
CFA Institute - CFA - PD3.5
CFP - Product Knowledge 3.5
CIM - CIM Professional development3.5
IIROC - Professional Development3.5
MFDA - Professional Development3.5
PFP - PFP Professional development3.5
QAFP - Product Knowledge 3.5
Portfolio Solutions
AccreditationCredits
CFA Institute - CFA - PD2.5
CFP - Product Knowledge 2.5
CIM - CIM Professional development2.5
IIROC - Professional Development2.5
MFDA - Professional Development2.5
PFP - PFP Professional development2.5
QAFP - Product Knowledge 2.5

Practice Management in High Net Worth Segment

- Course Level Accreditation -
AccreditationCredits
CSF - General Subjects 3
CSF - Insurance of Persons3
CSF - Mutual Funds4
MFDA - Professional Development10
Attracting Clients in the High Net Worth Market
AccreditationCredits
ADVOCIS - Structured Learning CE2
AIC - Life Insurance2
CFA Institute - CFA - PD2
CFP - Practice Management2
CIM - CIM Professional development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
IIROC - Professional Development2
MFDA - Professional Development2
PFP - PFP Professional development2
QAFP - Practice Management2
Behavioural Finance
AccreditationCredits
ADVOCIS - Structured Learning CE2
AIC - Life Insurance2
CFA Institute - CFA - PD2
CFP - Practice Management2
CIM - CIM Professional development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
IIROC - Professional Development2
MFDA - Professional Development2
PFP - PFP Professional development2
QAFP - Practice Management2
Dealing with Affluent Clients
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Practice Management1
CIM - CIM Professional development1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
MFDA - Professional Development1
PFP - PFP Professional development1
QAFP - Practice Management1
Dealing with Family Dynamics
AccreditationCredits
ADVOCIS - Structured Learning CE1.5
AIC - Life Insurance1.5
CFA Institute - CFA - PD1.5
CFP - Practice Management1.5
CIM - CIM Professional development1.5
FSRA - Life Insurance1.5
ICBC - Life Insurance1.5
ICM - Life Insurance1.5
ICS - Life Insurance1.5
IIROC - Professional Development1.5
MFDA - Professional Development1.5
PFP - PFP Professional development1.5
QAFP - Practice Management1.5
Evaluating Client Profitability
AccreditationCredits
ADVOCIS - Structured Learning CE0.5
AIC - Life Insurance0.5
CFA Institute - CFA - PD0.5
CFP - Practice Management0.5
CIM - CIM Professional development0.5
FSRA - Life Insurance0.5
ICBC - Life Insurance0.5
ICM - Life Insurance0.5
ICS - Life Insurance0.5
IIROC - Professional Development0.5
MFDA - Professional Development0.5
PFP - PFP Professional development0.5
QAFP - Practice Management0.5
Leveraging Professional Relationships
AccreditationCredits
ADVOCIS - Structured Learning CE0.5
AIC - Life Insurance0.5
CFP - Practice Management0.5
CIM - CIM Professional development0.5
FSRA - Life Insurance0.5
ICBC - Life Insurance0.5
ICM - Life Insurance0.5
ICS - Life Insurance0.5
IIROC - Professional Development0.5
MFDA - Professional Development0.5
PFP - PFP Professional development0.5
QAFP - Practice Management0.5
Life Stages and Transitions
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Practice Management1
CIM - CIM Professional development1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
MFDA - Professional Development1
PFP - PFP Professional development1
QAFP - Practice Management1
Objectives Based Approach to Client Discovery
AccreditationCredits
ADVOCIS - Structured Learning CE1.5
AIC - Life Insurance1.5
CFA Institute - CFA - PD1.5
CFP - Practice Management1.5
CIM - CIM Professional development1.5
FSRA - Life Insurance1.5
ICBC - Life Insurance1.5
ICM - Life Insurance1.5
ICS - Life Insurance1.5
IIROC - Professional Development1.5
MFDA - Professional Development1.5
PFP - PFP Professional development1.5
QAFP - Practice Management1.5

Retirement Planning For High Net Worth Clients

- Course Level Accreditation -
AccreditationCredits
CSF - Insurance of Persons10
CSF - Mutual Funds10
IQPF - SFPA15
MFDA - Professional Development20
Asset Location Strategies
AccreditationCredits
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Financial Planning1
CIM - CIM Professional development1
CSF - Mutual Funds1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
IQPF - SFPA1
MFDA - Professional Development1
PFP - PFP Professional development1
QAFP - Financial Planning1
Gifting to Family Members
AccreditationCredits
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Financial Planning1
CIM - CIM Professional development1
CSF - Mutual Funds1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
IQPF - SFPA1
MFDA - Professional Development1
PFP - PFP Professional development1
QAFP - Financial Planning1
Goal Based Investing
AccreditationCredits
AIC - Life Insurance1.5
CFA Institute - CFA - PD1.5
CFP - Financial Planning1.5
CIM - CIM Professional development1.5
CSF - Mutual Funds2
FSRA - Life Insurance1.5
ICBC - Life Insurance1.5
ICS - Life Insurance1.5
IIROC - Professional Development1.5
IQPF - SFPA1
MFDA - Professional Development2
PFP - PFP Professional development1.5
QAFP - Financial Planning1.5
Income Producing Investments
AccreditationCredits
CFA Institute - CFA - PD3.5
CFP - Financial Planning3.5
CIM - CIM Professional development3.5
CSF - Mutual Funds4
FSRA - Life Insurance3.5
ICBC - Life Insurance3.5
ICS - Life Insurance3.5
IIROC - Professional Development3.5
IQPF - SFPA3
MFDA - Professional Development4
PFP - PFP Professional development3.5
QAFP - Financial Planning3.5
Longevity of Retirement Portfolios
AccreditationCredits
CFA Institute - CFA - PD1.5
CFP - Financial Planning1.5
CIM - CIM Professional development1.5
CSF - Mutual Funds2
FSRA - Life Insurance1.5
ICBC - Life Insurance1.5
ICS - Life Insurance1.5
IIROC - Professional Development1.5
IQPF - SFPA2
MFDA - Professional Development2
PFP - PFP Professional development1.5
QAFP - Financial Planning1.5
Protecting Family's Wealth
AccreditationCredits
AIC - Life Insurance4.5
CFA Institute - CFA - PD4.5
CFP - Financial Planning4.5
CIM - CIM Professional development4.5
CSF - Insurance of Persons5
FSRA - Life Insurance4.5
ICBC - Life Insurance4.5
ICM - Life Insurance4.5
ICS - Life Insurance4.5
IIROC - Professional Development4.5
IQPF - SFPA3
MFDA - Professional Development5
PFP - PFP Professional development4.5
QAFP - Financial Planning4.5
Protecting Wealth Against Divorce
AccreditationCredits
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - Financial Planning1
CIM - CIM Professional development1
CSF - Mutual Funds1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IIROC - Professional Development1
IQPF - SFPA1
MFDA - Professional Development1
PFP - PFP Professional development1
QAFP - Financial Planning1
Tax Strategies During Retirement
AccreditationCredits
AIC - Life Insurance2.5
CFA Institute - CFA - PD2.5
CFP - Financial Planning2.5
CIM - CIM Professional development2.5
CSF - Mutual Funds3
FSRA - Life Insurance2.5
ICBC - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IIROC - Professional Development2.5
IQPF - SFPA2
MFDA - Professional Development3
PFP - PFP Professional development2.5
QAFP - Financial Planning2.5
Trusts as an Asset Protection and Tax-Minimization Tool
AccreditationCredits
AIC - Life Insurance0.5
CFA Institute - CFA - PD0.5
CFP - Financial Planning0.5
CIM - CIM Professional development0.5
CSF - Mutual Funds1
FSRA - Life Insurance0.5
ICBC - Life Insurance0.5
ICM - Life Insurance0.5
ICS - Life Insurance0.5
IIROC - Professional Development0.5
MFDA - Professional Development1
PFP - PFP Professional development0.5
QAFP - Financial Planning0.5
Understanding Your Clients' Retirement
AccreditationCredits
AIC - Life Insurance3
CFA Institute - CFA - PD3
CFP - Financial Planning3
CIM - CIM Professional development3
CSF - Mutual Funds3
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
IIROC - Professional Development3
IQPF - SFPA3
MFDA - Professional Development3
PFP - PFP Professional development3
QAFP - Financial Planning3