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$199.00

Join our knowledgeable instructors for a comprehensive seminar covering the HA&S course. Classes provide excellent opportunities for students to further their understanding of the challenging topics that make up the HA&S.

The HA&S course with seminar includes:

  • live two day in-class seminar covering the entire course
  • unlimited access to recorded seminar

This seminar does not include course materials or HA&S certification exam. If you want to register for the course materials and exams, please click here.

The provincial exam is not included in this package; it must be arranged through your provincial insurance regulator.

$199.00

Help Canadians protect their lifestyle by advising them on the types of accident and illness insurance products that would meet their needs. The Accident & Sickness (A&S) course is an entry level course toward a career as an insurance agent.

Successful completion of all course components, including certification exams, enables you to write the provincial licensing exam and to apply for an Accident & Sickness Insurance license in any Canadian jurisdiction except Quebec.

This course does not allow you to apply for a license to sell life insurance products.

Included modules

Ethics & Professional Practices, plus exam

Accident & Sickness, plus exam

Taxation

The courses are offered through self-study with an option to attend classroom sessions or live webinars. Learn at a pace that is comfortable for you and fits into your schedule.

Although every student moves through the course material at a different rate, except to spend about 60 hours for the self-study option. The classroom and live webinar sessions are 2 days of instruction.

Alberta Blue Cross - Call Centre Rep
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$0.00

Retention Call Centre Representative - Individual Products

 

At Alberta Blue Cross we do things a bit differently. Our vision, dedication to customer experience and community leadership set us apart. We’re committed to providing the best health coverage for our members and take an active role in promoting the wellness of all Albertans. We believe in what we do and place trust in our employees to deliver our vision.

 

Working at Alberta Blue Cross means having a career where you’ll be recognized for your contributions. We value diversity, innovation and encourage our employees to maintain a healthy work-life balance and regularly provide opportunities for training and career growth. If you’re excited about our brand and the contributions we make to the province then we’d love for you to join us!

 

FUNCTION:

 

Alberta Blue Cross has an immediate full-time opening for a self-motivated, enthusiastic and results-driven Retention Representative in our Individual Products Call Centre. In this inbound and outbound call centre based in Edmonton, the focus is on customer experience, strong relationship building and retention using exemplary interpersonal skills and problem-solving abilities. The successful candidate will be passionate about being an ambassador for Alberta Blue Cross through providing exceptional experiences for our members on a daily basis.

 

DUTIES AND RESPONSIBILITIES:

  • Connect with Individual Product members to assess their plan and payment needs, utilizing strong listening and problem-solving skills.
  • Accurately process payments to individual health plans.
  • Handle plan cancellation requests and provide alternate member-focused solutions.
  • Research and analyze complex issues to determine appropriate resolution.
  • Act as a liaison between members and all internal departments.
  • Work independently and as part of a team to encourage a positive environment.
  • Meet personal and team targets.
  • Perform other duties as required.

 

SKILLS AND KNOWLEDGE:

  • A strong desire to succeed, driven by individual results within a team-based environment.
  • Preference will be given to those candidates that have previous call centre or customer service   experience
  • Obtaining Accident & Sickness and Life License by successfully completing the Life License
  • Qualification Program (LLQP) and subsequent exams.
  • Pass a criminal background check.
  • Proven commitment to the delivery of superior customer service and retention.
  • Excellent verbal communication and listening skills focused on building and maintaining strong customer relationships.
  • Positive attitude and a productive, professional and courteous manner.
  • Self-directed and goal-oriented with a strong sense of accountability and resourcefulness.
  • Requires superior organizational and time management skills.
  • Must work effectively with customers and fellow employees.
  • Must possess excellent customer service skills.
  • Demonstrated ability to cope in a fast-paced work environment.
  • Strength in the area of flexibility, innovation and independence.
  • Excellent decision-making, problem-solving and conflict resolution abilities.

 

 

Alberta Blue Cross offers a competitive salary, potential for incentives, benefits package and the opportunity to work in a challenging team-oriented environment. This position will remain open until a suitable candidate is selected.  If you have the qualifications we are looking for, please apply online at www.ab.bluecross.ca.

Alberta Blue Cross - Team Manager
Soldout
$0.00

Team Manager - Individual Products Retention - Call Centre

Permanent- Full Time

 

FUNCTION:

 

At Alberta Blue Cross we do things a bit differently. Our vision, dedication to customer experience and community leadership set us apart. We’re committed to providing the best health coverage for our members and take an active role in promoting the wellness of all Albertans. We believe in what we do and place trust in our employees to deliver our vision.

 

Working at Alberta Blue Cross means having a career where you’ll be recognized for your contributions. We value diversity, innovation and encourage our employees to maintain a healthy work-life balance and regularly provide opportunities for training and career growth. If you’re excited about our brand and the contributions we make to the province then we’d love for you to join us!

 

Under the direction of the Individual Products Retention Operations Manager, this position provides support and direction to front-line staff to reduce overall Individual health plan cancellations and ensures an exceptional experience for all customers. The successful candidate must have exemplary interpersonal skills, proven leadership capacity, effective problem-solving, research, and analytical approaches and an outstanding commitment to providing exceptional customer experience.

 

DUTIES AND RESPONSIBILITIES:

  • Oversee day-to-day operations for the Individual Products Retention call centre team
  • Provide leadership to staff and drive team to achieve all departmental retention targets.
  • Manage performance by assessing talent, coaching, mentoring and providing staff with regular and timely performance feedback, including regular quarterly and annual reviews.
  • Offer hands-on support and assistance to staff in the handling of customer inquiries.
  • Create a positive working environment that inspires productivity and is conducive to innovation.
  • Track team and individual metrics and provide recommendations to Management.
  • Continually assess and implement process efficiencies based on customer and employee feedback.
  • Resolve escalations, complaints and inquiries of a complex nature.
  • Communicate changes to policies, procedures, and benefits.
  • Build and maintain effective relationships with customers and peers.
  • Identify and resolve issues by involving other departments where necessary.
  • Handle any disciplinary/performance action that may be required.
  • Assist Operations Manager in recruiting and retaining passionate, inspired employees with an exceptional work ethic and attitude.
  • Involvement in training new staff members.

 

SKILLS AND KNOWLEDGE:

  • Preference will be given to candidates with previous leadership experience.
  • Obtain the Accident & Sickness and Life License by successfully completing the Life License Qualification Program (LLQP) and subsequent exams.
  • Successfully complete a criminal background check.
  • Self-directed with a strong initiative, desire to succeed and sense of accountability.
  • Commitment to providing exceptional customer experience.
  • Excellent interpersonal, verbal, written and presentation skills.
  • Must demonstrate strong ability in providing leadership, coaching, and direction and possess conflict resolution skills.
  • Strength in planning, time management, organizing, delegating and follow-up skills.
  • Proven ability to maintain positive and cooperative working relationships with peers, subordinates, and superiors.
  • Decision making, problem-solving and conflict resolution skills.
  • Capacity to work under pressure, manage stress with a high tolerance and maintain composure.
  • Demonstrated Microsoft Office proficiency, including Excel.

 

Alberta Blue Cross offers a competitive salary and the opportunity to work in an innovative, high-energy team-focused environment. This position will remain open until a suitable candidate is selected.  If you have the qualifications we are looking for, apply online at www.ab.bluecross.ca. Please provide your resume and cover letter along with a portfolio showcasing your work.

$300.00

The BCC Advanced Curriculum is an FP Canada-approved foundation course for students pursuing their Certified Financial Planner® (CFP®) certification.

The Advanced Curriculum introduces you to complex planning issues. This course is sometimes referred to as Unit 7 because it builds on the blocks, blueprints, tools, and construction skills you developed in units 1-6 of the BCC Core Curriculum.

The BCC Advanced Curriculum will introduce you to 2 more “clients,” but this time their financial planning needs are more complex. As you work through this unit, you’ll learn to apply the content in the textbook to these realistic case study scenarios.

The online resources give you a variety of approaches to your studies:

  • Instructors, graders, and student advisors provide support, including daily monitoring of discussion forums by a course instructor.
  • Electronic textbooks are supported by recorded instruction or optional live instruction.
  • Access video playlists and forums with instructor participation.
  • Receive feedback-based assignments and quizzes.

Self-paced study
30 hours

With live instruction
60 hours

Unit 7: Advanced Curriculum

  • Intro to Business Structures
  • Corporate Taxation
  • Financial Planning for Business Owners
  • Advanced Tax Concepts
  • IPP and RCA
  • Living Benefits Insurance and Accessing Cash Values
  • Domestic Contracts
  • Estate Freezes
  • Trusts
  • Buy Sell Agreements

Prerequisites

Format

You can choose online, self-paced study, live instruction, or a combination of all three.

$225.00

The BCC Core Curriculum is an FP Canada-approved foundation course for students pursuing their Qualified Associate Financial Planner™ (QAFP™) certification or Certified Financial Planner® (CFP®) certification.

The Core Curriculum gives you the technical knowledge financial planners require for their careers. It provides the building blocks, blueprints, and tools you need to construct financial plans for Canadians.

The BCC Core Curriculum will introduce you to 7 new “clients,” each with a unique—but familiar—situation. As you work through the sections of the curriculum, you’ll learn to apply the content in the course material to these realistic case study scenarios.

The online resources give you a variety of approaches to your studies:

  • Instructors, graders, and student advisors provide support.
  • Electronic textbooks are supported by recorded instruction or optional live instruction.
  • Access video playlists and forums with instructor participation.
  • Receive feedback-based assignments and quizzes.

Self-paced study
100 hours

With live instruction
150 hours

Unit 1: Personal Finance Building Blocks

  • Intro to BCC Core Curriculum
  • Economics for Financial Planners
  • Financial Planning Fundamentals
  • Credit and Borrowing Fundamentals
  • Credit and Borrowing Products
  • Emergency Funds and Personal Financial Statements

Unit 2: Benefits, Math & Legal Building Blocks

  • Canada Pension Plan
  • Old Age Security and Other Govt Benefits
  • Applying for Government Benefits
  • Introduction to the Financial Calculator
  • Applications of the Financial Calculator
  • Measuring Returns and Risk
  • Intro to the Legal System
  • Bankruptcy and Insolvency
  • Family Law

Unit 3: Blueprints (Taxation)

  • Intro to Tax
  • Income Tax Calculation
  • Dispositions of Assets
  • Family Tax Issues

Unit 4: Investment & Insurance Tools

  • Stocks and Bonds
  • Investor Behaviour
  • Risk and Portfolio Construction
  • Derivatives, Shorts, and Advanced Investment
  • Pooled and Managed Investments
  • Risk and Insurance Contracts
  • Life, Living Benefits, and Property and Casualty Insurance
  • Taxation of Insurance and Liability Insurance

Unit 5: Retirement & Estate Planning Tools

  • Pensions
  • RRSP, RESP, RDSP, TFSA
  • Retirement Planning and Annuities
  • Intro to Estate Planning
  • Wills and Will Challenges
  • Powers of Attorney and Capacity
  • The Estate and the Executor
  • Education Planning
  • Disability Planning
  • Household and Family Financial Planning

Unit 6: Construction (Behaviour, Practices & Regulation)

  • Decision-Making and Heuristics
  • Case Study: Cash Flow Management
  • Money Attitudes
  • Financial Planning Recommendations
  • The Brain
  • Client Communication
  • Licensing, Regulation, and Business Models
  • Consumer Protection and Securities Law

Prerequisites

No prerequisites currently. Effective April 2022, a post-secondary degree from an accredited university or college will be required for new CFP certification applicants and a diploma will be required for new QAFP applicants.

Format

You can choose online, self-paced study, live instruction, or a combination of all three.

Live instruction

Students may wish to add engaging live instruction to help achieve the goal of timely completion and a thorough understanding of the content. Access live instruction by subscription or per unit. Live webinar access allows you to interact with your instructor and other students. Our unique weekly instruction approach is scheduled around FP Canada program timelines and takes students through the Core Curriculum in half a year.

$40.00
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$175.00
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$175.00
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$200.00
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$200.00
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$200.00
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$100.00
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$100.00
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$0.00

There are two financial planning certification available through FP Canada™ and BCC will support students en route to both.

It is a good idea to review the FP Canada website for full details and schedule some time with Kelsey, our Student Advisor, to discuss your plans (email phone).

The CFP® certification is designed for advisors that want to provide advice to clients across a range of situations, including more complex cases. The QAFP™ is great for advisors working with Canadians with less complex financial planning needs.

Check out the paths and details on each step below.

Certification Paths

Direct Path to CFP® Certification [+]

QAFP™-to-CFP® Path to Certification [+]

Direct Path to QAFP™ Certification [+]

Path Components

Core Curriculum (QAFP™ & CFP® Certifications) [+]

Introduction to Professional Ethics (QAFP™ & CFP® Certifications) [+]

QAFP™ Exam (QAFP™ Certification) [+]

Professional Education Programs (QAFP™ and CFP® Certifications) [+]

Advanced Curriculum (CFP® Certification) [+]

CFP® Exam (CFP® Certification) [+]

Work Experience (QAFP™ & CFP® Certification) [+]

Post-Secondary Education Requirement (QAFP™ & CFP® Certification) [+]

$400.00

The Certified Health Insurance Specialist (CHS®) certification is the only health insurance-focused certification in Canada. It gives financial advisors the tools to provide their clients with informed living benefits advice.

The CHS certification is conferred in Canada exclusively by The Institute for Advanced Financial Education and course materials are provided by Advocis. BCC supports students taking this course by providing recorded webinars to aid in learning.

Course time to be completed by:

Course 303
120 days

Course 504
120 days

Course 505
2 years

Course content

303: Disability Income Insurance – Individual and Group

  • The unique moral, physical and legal hazards associated with disability insurance
  • Your clients’ risk of disability in personal and business settings, and the importance of addressing this issue with them
  • Common provisions of a typical disability income policy, including optional coverage benefits
  • Steps associated with classifying occupations and preparing the application for head office underwriting
  • Factors affecting the disability claims process

504: Critical Illness, Long-term Care and Group Benefits

  • Unique challenges around the design and pricing of critical illness product and underwriting applications
  • Advanced planning with clients regarding their short- and long-term care needs
  • Different forms of long-term care insurance
  • Challenges facing aging clients
  • Complexities of group plan design, administration, underwriting and claims adjudication

505: Financial Planning Fundamentals for Health Insurance Professionals Program

The Financial Planning Fundamentals for Health Insurance Professionals Program is a combination of 5 modules that make up the Advocis Core Curriculum Program:

  • 911: Financial Planning Profession & Financial Services Industry Regulation
  • 912: Financial Analysis
  • 913: Credit & Debt
  • 914: Registered Retirement Plans
  • 922: Human Behaviour

Note: You may apply for an exemption from Course 505 if you have completed Unit 1, 2 & 6 of the BCC Core Curriculum or hold one of the following professional qualifications in good standing: CFP, QAFP, PFP, F.Pl. (Pl.Fin), CPA (or equivalent), CFA

Prerequisites

  • Advocis Financial Planning Fundamentals Program for CLU® Certification and CLU Certification Courses 255 and 256
  • 4 years of experience within, or related to, the financial services industry.

Format

Each of the Advocis modules are self-study with:  

  • Downloadable PDF of module content
  • Practice exam
  • Grades tool to keep track of your progression through the module
  • ReadSpeaker text-to-speech tool

BCC provides recorded instruction available through self-study.

Once your courses are completed, apply for your certification through The Institute for Advanced Financial Education.

Continuing education

Your CLU certification must be renewed annually with The Institute for Advanced Financial Education.

To maintain this certification, you need a minimum of 30 continuing education (CE) credits each calendar year, one credit of which must be from a recognized Ethics program.

The CLU modules may count for CE credits for other professional certifications.

$40.00
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$400.00

The Chartered Life Underwriter (CLU®) certification provides the education needed to differentiate your practice in complex wealth transfer and estate planning. It’s considered an elite certification and is widely respected in the financial services industry.

The CLU certification is conferred in Canada exclusively by The Institute for Advanced Financial Education and course materials are provided by Advocis. BCC supports students taking this course by providing live or recorded webinars to aid in learning.

Prerequisites

  • The BCC Core Curriculum course or the Advocis Financial Planning Fundamentals Program for CLU® Certification. Advocis charges a fee to assess prerequisite equivalencies.
  • The prerequisite is waived for candidates who have completed their Certified Financial Planner® (CFP®), Qualified Associate Financial Planner™ (QAFP™) certification or an approved accounting certification. Financial planning, insurance, or other relevant professional certification or accreditation is recommended.
  • 4 years of experience within, or related to, the financial services industry.

Course content

255: Advanced Concepts in Tax & Law for Personal Planning

  • Wealth transfer and estate planning strategies for individuals and families
  • Use of life insurance and living benefits to manage personal risks and wealth preservation
  • Creation of trusts and other instruments to ensure the orderly transfer of individual wealth
  • Examination of the special tax reporting obligations facing individuals who enter or leave Canada

256: Tax & Legal Principles for Businesses and their Owners

  • Wealth transfer and estate planning strategies for businesses and business owners.
  • Legal and tax implications of certain business structures with particular attention to tax planning strategies
  • Issues to be addressed at the sale or transfer of the business or at the death of a principle
  • Tax complexities present in the operation of a corporation
  • Approaches to identify, apply, and synthesize appropriate income tax techniques used to restructure a corporation
  • Planning strategies for the orderly and tax-efficient of business wealth at retirement or upon death.

257: Advanced Estate Planning

  • Analysis of a client’s financial status and overall estate planning objectives
  • Explain the advantages and disadvantages of different estate planning strategies
  • Consider planning strategies involving the use of inter vivos and testamentary trusts
  • Assess the need for life insurance to support the estate plan and recommend alternative insurance strategies

Continuing education

Your CLU certification must be renewed annually with The Institute for Advanced Financial Education.

To maintain this certification, you need a minimum of 30 continuing education (CE) credits each calendar year, one credit of which must be from a recognized Ethics program.

The CLU modules may count for CE credits for other professional certification.

Format

Each of the Advocis modules are self-study with:  

  • Downloadable PDF of module content
  • Practice exam
  • Grades tool to keep track of your progression through the module
  • ReadSpeaker text-to-speech tool
  • Completion of two written assignments during the final module
  • Final open-book, case-based narrative response proctored exam
Soldout
$0.00

Auto & Home Insurance

Sales Representative

Details

Co-operators Insurance is the largest Canadian owned insurer in Canada.  The Co-operators Down Town Red Deer is seeking an individual to assist in the sales and servicing of our growing auto & home insurance clientele.

The insurance sales representative will have the following RESPONSIBILITIES:

  • Provide optimum client service to our new and existing auto & home clients
  • Recommend & issue coverages that best meet client insurance needs
  • Handle client inquiries & requests for coverage changes or additions
  • Up-selling & cross-selling additional products to our client base
  • Obtaining life, disability & investment leads for the life licensed agents in the office

The successful candidate must possess the following ATTRIBTUES:

  • Strong sales & customer service skills
  • Comfort speaking to & dealing with clients
  • Strong organizational & time management skills
  • Ability to work efficiently but with attention to detail in a fast paced environment
  • Ability to write and speak professionally with a comfort in computers & technology

A General Level 1 or Level 2 Insurance License is required or in process of obtaining.

Prior experience in sales & service specific to insurance is definitely an asset.

This is a full time position 9 – 5 p.m. weekdays.  No weekends.  Our compensation package includes a competitive salary, generous bonus program and exceptional group benefits coverage.

We want an outstanding individual to become a loyal and integral part of our TEAM.

If this is you, please submit your resume to darcy_pysyk@cooperators.ca, via fax at 403-340-0497 or drop by the office at Millenium Center, 1st Floor, 4909- 49th Street, Red Deer.

Thank you, Darcy Pysyk – Insurance Advisor/Owner Agent

$105.00

BCC CE seminars and webinars feature presenters from the financial services sector, as well as other institutions and industries. Attend to learn about and discuss emerging trends and important topics to financial and insurance professionals.

COVID-19 UPDATE for Live Classes:

All live seminars have been changed to webinar format during the COVID-19 pandemic.

Webinars

Format:

Up to 2 days of live webinar instruction

Cost:

  • $105 + GST for 1 day and $185 + GST for 2 days
  • The cost of 1 seminar is included in the annual CE subscription

Seminars:

  • Risk Management Fundamentals
  • Insurance Basics
  • Insurance Essentials

Custom seminars and webinars

If your organization wants to host a CE event for your agents or employees, BCC can deliver a custom seminar or live webinar. We pull content from our extensive CE Library and develop a course specific to your needs and region. Contact us for more information.

Webinar access

You will be receiving two emails prior to your webinar.

  • The first will outline what you will need to do to be prepared for the class.
  • The second is the invitation for the webinar itself. You will need to have access to this email on the computer you will use to attend the session.

Technical Support

We are always available during the webinar if you have any trouble. You may contact us at 877-934-5577.

If you have any questions about your upcoming seminar please call us at 877-934-5577 or email registrations@businesscareercollege.com to get in touch with our staff.

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