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New on IFB Academy! AML-ATF Course for Independent Life Licensed Advisors.
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Whats NEW on

IFB Academy?

 

 

We have launched a fully updated Anti-Money Laundering/Anti-Terrorist Financing course developed specifically for independent life insurance advisors.

 

What does the course include?

 

·    6 hours of continuing education credit for life license (FPSC pending)

·    Two training modules

·    A completely revised AML/ATF Guidance Manual

·    A self-assessment tool for advisors

·    Customizable templates so that financial advisors can create and maintain a FINTRAC compliance regime. 

 

Whats the cost?

 

The course is offered at a cost of $200 plus tax, and IFB members receive a $50 discount!

 

Bulk pricing for groups of 5 or more is available, please contact IFB at 905-279-2727 (toll free 1-888-654-3333) or email general@ifbc.ca for more information.

 

Why did we develop this course?

 

Independent life insurance licensed advisors must be able to demonstrate they are compliant in meeting their AML/ATF obligations. Even dual licensed advisors who rely on their dealer to provide a compliance regime for their securities business is obligated to have a separate and complete compliance regime for their life insurance business. Penalties for non-compliance can be high, and FINTRAC actively audits life insurance advisors and agencies.

 

Under FINTRAC regulations, independent life insurance advisors are required to complete AML/ATF training on a regular basis, and to provide proof that this training has been completed if requested.

 

Visit ifb.smartdirect.ca and register today!