Institute
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Institute
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The Institute



Education

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CHS candidates who have not completed the core curriculum for the CFP or CLU designation must complete one of the following core curriculum courses for the Advocis education program leading to CFP certification:

  1. Financial Planning Foundations – FP241
  2. Taxation and Investment Planning – FP242
  3. Retirement Income Planning – FP243
  4. Insurance and Estate Planning – FP244

CHS Designation Program Core Courses:

Disability Income Insurance – 303
This course provides a comprehensive description of the living benefits programs and products that address disability and health risks for individuals in personal and business situations. Topics include the nature of the disability insurance risk, disability insurance policy provisions, head office product design and pricing, and special risk products for disability insurance.

Critical Illness, Long-Term Care And Group Living Benefits – 504
This course provides a comprehensive review of two special living benefits products – critical illness and long-term care, while considering key topics such as product design, pricing, marketing, underwriting and claims. Group living benefits are examined within the context of providing protection to employees in the workplace, short-term and long-term disability insurance, dental and health insurance, and flexible benefit as well as employee assistance programs.