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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 Fundamentals – FP 231
  2. Contemporary Practices in Financial Planning – FP 232
  3. Comprehensive Practices in Risk & Retirement Planning – FP 233
  4. Wealth Management and Estate Planning – FP 234

CHS Designation Program Core Courses:

Disability Income Insurance – CHS 303
This course introduces students to the fundamentals of disability income insurance and group benefits. Among the topics covered are:
  • The Nature of the DI Risk
  • Disability Statistics
  • Sources of Income During a Disability
  • Determining Insurable Earnings
  • Marketing and Distribution
  • DI Policy Provisions
  • Optional Benefits for DI Policies
  • DI Plans and Options for Contract Workers
  • DI Needs Analysis and Plan Design
  • Pricing Individual Disability Income Insurance (IDII) Products in Canada
  • DI Underwriting
  • DI Claims
  • Workplace Solutions
  • DI business Needs and Products
  • Special Risk Products for Disability Insurance
  • Taxation of DI and Business Products
  • Public Health Insurance
  • Individual Health Insurance

Critical Illness, Long-Term Care And Group Benefits – CHS 504
This course deals with critical illness and long-term care insurance including marketing, selling, product design and pricing, underwriting and claims. Also reviewed are marketing, selling, product design and pricing, underwriting and claims administration for a variety of group insurance products.

The following topics are covered:
  • Critical Illness Insurance
  • Long-Term Care Insurance
  • Types of Group
  • Government Plans
  • Group Disability
  • Group Health Care
  • Group Dental Care
  • Flexible Coverage Programs
  • Employee Assistance Programs
  • Group Plan Administration and Claims Adjudication
  • Group Product Pricing and Underwriting Methods
  • Marketing and Distribution Channels for Group Insurance Products