Segregated Funds
The course “Segregated Funds” explores how financial professionals can effectively use segregated funds as part of a client’s portfolio and estate planning.
This in-depth continuing education (CE) course covers the life cycle of segregated fund contracts from definition and structure to guarantees and more. You’ll gain a clear understanding of the legal framework, investor protections, and product features, including maturity and death benefit guarantees, resets, and how these differ from typical mutual funds.
By completing this course, you’ll elevate your ability to assess suitability and articulate the value of segregated funds to clients seeking investment growth with a safety net.
To receive CE credits for this course, you need to obtain a mark of 6 out of 10 or higher on the quiz. This course qualifies for the following CE credits:
| Governing Body | Credit Hours | Category |
|---|---|---|
| AIC | 3.0 | Life insurance only |
| CSF | pending | |
| FP Canada | pending | |
| IAFE - The Institute | 3.0 | n/a |
| ICM | 3.0 | n/a |
| ICoBC | pending | |
| ICS | 3.0 | n/a |
| IDD (CIRO) | 3.0 | Professional Development |
| Institut de Pl. Fin. | pending | |
| MFD (CIRO) | 3.0 | Professional Development |