LLQP Training Course
The stepping-stone to success in the financial industry: LLQP license can provide you the opportunity to serve in life insurance and investment.
What you will learn
- Financial Product Knowledge: Segregated Funds and Annuities, Life insurance, Accident and Sickness Insurance, etc.
- Implement tailored investment, asset, or insurance solutions to meet your clients needs
- Tax Planning
- Financial Product Knowledge: Segregated Funds and Annuities, Life insurance, Accident and Sickness Insurance, etc.
- Implement tailored investment, asset, or insurance solutions to meet your clients needs
- Principles of ethical professional practice and the related compliance
- Asset Allocation
- Tax Planning
- Principles of ethical professional practice and the related compliance
- Asset Allocation
通胀下最好的抵御方式，小白也能学得会！
通膨高企，股市动荡，资产缩水，
当地时间4月30日，“股神”沃伦•巴菲特（Warren Buffett）的伯克希尔·哈撒韦公司2022年年度股东大会上说，目前通胀下最好的保护方式就是投资自己，不管遇到什么情况，个人的才华是不会受到通胀压力的。
除非自己学会财技，没有人会把你的钱当作自家的财来理。
做自己的投资顾问，从理自家的财开始，培养一个副业！
多一个技能，多一份收入，通过特色辅导，小白也能快速入行！
你将会获得……
- 金融产品知识: 分离基金（保本基金）与年金、人寿保险、意外与疾病保险等
- 如何实施量身定制的投资、资产或保险解决方案的技能
- 税务规划知识：优化税务安排，装备省税利器
- 金融产品知识: 分离基金（保本基金）与年金、人寿保险、意外与疾病保险等。
- 如何实施量身定制的投资、资产或保险解决方案，以满足客户的需求
- 职业道德和相关合规原则
- 如何进行资产配置
- 税务规划
- 行业法规、合规原则和职业操守
- 如何进行资产配置
通过考试，获得执业牌照，就有机会成为恒益投资的投资顾问，为自己、为家人、为朋友、为客户提供投资理财服务，实现财务自由！
About LLQP
Life License Qualification Program (LLQP) is the first step you take into the Canadian finance industry. Once you are licensed, you can gain the opportunity to work in both the insurance field and the investment field, including fund trading and asset allocation. Some special funds, like segregated funds, and investment in various accounts, especially RESP, can only be done after holding the LLQP license. The products and services involved in LLQP include Segregated Funds, Investment Loan, Corporate Investment Loan, TFSA, RRSP, RESP, RRIF, Life Insurance, Accident & Sickness Insurance, and more.
The various financial products can meet the needs of different people. Your potential clients might be involved in any age group. As an advisor, in addition to the commission fee for each case, as long as you do not lose the existing clients, you can continue to receive follow-up income each year.
关于 LLQP
终身执照资格认证计划(LLQP)是您进入加拿大金融业的第一步。一旦你获得牌照，你就有机会在保险领域和投资领域工作，包括基金交易和资产配置。一些专项基金，如专户基金，投资于各种账户，尤其是RESP，需要持有LLQP许可证才能做。LLQP涉及的产品和服务包括分离基金、投资贷款、企业投资贷款、TFSA、RRSP、RESP、RRIF、人寿保险、意外和疾病保险等。
多样化的理财产品可以满足不同人群的需求。你的潜在客户可能来自任何年龄段。作为顾问，除了每一个案例的佣金外，只要不失去现有的客户，每年都可以继续获得后续收入。
About this training course
The LLQP training provided by AI Financial includes all six modules within 21 classes. All the knowledge pieces are summarized for you to have a better understanding of LLQP content. Within this course, in addition to the opportunity of directly communicating with the professionals qualified by LLQP, CSC, CFA, and BCO, you can meet the experienced senior financial advisors awarded as Top of the Table (TOT) in Million Dollar Round Table (MDRT) within Canadian financial service industry.
For more information about the course, please call (416)890-5360.
* Start training and exam at any time you want
关于AIF LLQP备考方案
AI Financial提供的LLQP培训包括21节课中的所有6个模块。对所有的知识片段进行了总结，以便您更好地理解LLQP内容。理论教学与刷题技巧配合，帮助您在1-3个月内完成考试，申请牌照。
本课程中，您除了有机会直接与LLQP、CSC、CFA、BCO等获得资格的专业人士交流外，还可以与加拿大金融服务行业百万美元圆桌会议(MDRT)中被授予Top of the Table (TOT)的经验丰富的高级金融顾问会面。
欲了解更多课程信息，请致电(416)890-5360。