Summits and IFB Events

IFB holds Educational Summits twice a year in Toronto, Calgary, and Vancouver plus, from time to time we hold other smaller CE events in other locations such as London, Ontario. These one and two day events allow members and other financial professionals to earn CE credits at high quality, low cost events, while also providing valuable networking opportunities.

To find out more about IFB Summits and IFB Educational events, click here.

NEW! IFB Members save 25% on CIFP Registered Retirement Consultant program

The CIFP Registered Retirement Consultant Program will equip advisors with the comprehensive knowledge they need to discuss retirement concepts and strategies with their clients. Upon completion of this course, the advisor will earn the licence to use the prestigious Registered Retirement Consultant-RRC titles.

Click here for more information on how to enroll.

Courses leading to the Certified Financial Planner (CFP™) designation

Through a partnership with the Canadian Institute Financial Planning CIFP), IFB members can take CFP courses, and work toward the CFP™ designation at preferred IFB member rates! In order to take advantage of these special prices, send a message to IFB indicating that you would like to enrol in a CFP™ course. Once your membership is verified, you will receive instructions on how to complete your application online.

Please note : CIFP does not award the CFP™ and Certified Financial Planner™ designation. The right to use the mark CFP™ and the Certified Financial Planner™ designation is granted under license by FPSC to those persons who have met its educational standards, passed the FPSC exam, satisfied a work experience requirement, and agreed to abide by FPSC Code of Ethics.

For more information on courses, follow the links below:

For CFP™ courses, visit the CIFP website.

Mutual Fund courses

IFB has partnered with the IFSE Institute to provide mutual fund courses to IFB members at a discount. You can choose from the following:

• Canadian Investment Funds Course (CIFC) (English or French)
• Mutual Fund Dealer Compliance (MFDC)
• Exempt Market Products (EMP)
• 90-Day Training for Mutual Funds Salespersons
• Branch Managers' Examination Course (BM) (English or French)
• Canadian Investment Funds Operations Course (CIFOC) (English or French)
• Officers', Partners' & Directors' (OPD)
• Labour Sponsored Investment Funds (LSIF)
  

To register and take advantage of these savings, send a message to IFB requesting a username and password in order to register online at www.ifse.ca

Other Education for Financial Professionals:

There are a range of alternative programs for you to upgrade your knowledge of the businesses of Life Insurance, Accident & Sickness Insurance, and Investments, and at the same time gain credits for continuing your education.

Information for each of the formal training programs is listed in its respective web-site and programs are administered by their respective provider. As such, any inquiries should be directed to the provider of the program as they are not affiliated with IFB.

Life Office Management Association (LOMA)

In addition to the online CE courses noted above, LOMA also offers courses covering the full range of life insurance company activities. LOMA’s principal designation is Fellow Life Management Institute (FLMI). There are a variety of other designations related to technical fields and distribution services available from partial completion of the FLMI or specialist programs.

IFB confers the designation Chartered Financial Services Broker (CFSB) on those successfully completing the FLMI program, provided Underwriting is one of the optional courses you complete.

For more information on LOMA courses, go to www.loma.org

International Foundation of Employee Benefit Plans

By completing the program provided by IFEBP in Group Insurance and Retirement Plans, you will be awarded the Certified Employee Benefits Specialist designation (CEBS). Partial completion of this program in specified courses will win you a Certificate of Achievement in Group Benefits or Retirement Plans. There are also programs designed to train agency employees in office procedures and in dealing with clients.

For more information on IFEBP courses go to www.ifebp.org

Online Education for IFB members!

IFB is pleased to partner with LOMA, a well-established and respected name in life insurance continuing education, to offer online education for members. IFB members and their employees can choose from a number of LOMA courses to earn CE credit in order to meet their life license education requirements!

Earn as much or as little CE as you need -- there is no minimum order requirement!

It's a great way to...

• 'Top up' your CE hours if you find yourself short at license renewal time
• Brush up on your skills at a pace that suits your schedule
• Train new or existing office staff by enrolling them in LOMA courses

For more information on LOMA Online courses for IFB members, click here.

For more information on Education, please use this form to send us any questions you may have.