Continuing Education → Professional Development

Client Prospecting (LCIFGA002)

FP Canada: 1.0 Practice Management (#7783)
Alberta Insurance Council: 1.0 Life, 1.0 A&S (#55276)
Insurance Council of Manitoba: 1.0 Life and/or A&S (#36255)

In this multi-part mini-series, we explore different ways Financial Professionals can reach their target audience and build relationships with their prospective clients. The course concludes with a final test. A passing grade of at least 60% is required.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 Accreditation Number: 7783 CE Credit Type: Professional Development

  • To attract younger clients, offer what they’re looking for
  • No doubt of social media’s importance as business-building tool
  • Pro bono financial advice for millennials could produce big payoff
  • Five ways to poach other advisors’ unsatisfied clients
  • Seeking referrals? Advisors should pay attention to the word-of-web
  • Prospecting for clients takes more patience, creativity than ever
  • Six ways to drive more traffic to your website
  • How advisors can connect with prospects on LinkedIn
  • Educating Canadians on financial matters proving to be a boon foradvisors
  • Demand for advice on strategic philanthropy is growing exponentially
  • Why leveraging podcasts makes sense for advisors
  • As immigrants’ wealth soars, unique skills needed to serve financial needs
  • Advisors looking for success on social media might first find their funny bone
  • Can we get your feedback?
  • Globe Advisor Survey
  • Final Quiz
  • Final Quiz (Globe Advisor) Client Prospecting
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever