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Advance your Professional Skills in Client Service

These Client Service courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

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Featured Client Service Packages

Curated sets to complete your credits faster. All packages are included in Unlimited Pass
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  • Package
    bylearnformula
    PACKAGE: CE Compliance for Life & A&S Agents (MB)
    book
    3 courses
    5.0
    (45)
    15 CPD hours
    CA$149CA$349
  • Package
    bylearnformula
    PACKAGE: CE Compliance for Life & A&S Agents (BC)
    book
    3 courses
    5.0
    (45)
    15 CPD hours
    CA$149CA$349
  • Package
    bylearnformula
    PACKAGE: CE Compliance for Life & A&S Agents (ON)
    book
    7 courses
    5.0
    (54)
    30.5 CPD hours
    CA$268CA$698

Professional Client Service Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
  • Video Course
    Insurance: Client Service

    Client Centered Financial Planning

    Master the art of client-focused financial planning and elevate your advisory practice

    CA$269-55%CA$592
    7 CPD hours
    Pro Seminars
    5.0
    (14)
    Published at Dec 24, 2024
    Updated at Mar 6, 2025
  • Video Course
    Insurance: Client Service

    Senior Fraud & Financial Exploitation

    Protect Seniors from Financial Exploitation: A Comprehensive Guide for Professionals and Caregivers.

    CA$155-55%CA$341
    4 CPD hours
    Pro Seminars
    5.0
    (6)
    Published at Dec 24, 2024
    Updated at Feb 21, 2025
  • Video Course
    Insurance: Client Service

    Charitable Giving & The Financial Planning Process

    Master the art of charitable giving and its integration into financial planning.

    CA$155-55%CA$341
    4 CPD hours
    Pro Seminars
    5.0
    (1)
    Published at Dec 24, 2024
    Updated at Mar 9, 2025
  • Video Course
    Insurance: Client Service

    Financial Advising Opportunities During Uncertain Times

    Navigate financial challenges and seize opportunities in turbulent times with expert strategies for advisors and clients.

    CA$155-55%CA$341
    3 CPD hours
    Pro Seminars
    Published at Dec 24, 2024
    Updated at Mar 9, 2025
  • LearnFormula Business

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    LearnFormula Business