Description - The Financial Snapshot: Foundations for Insurance Planning

How to order: Click on the Add to Cart button on the Course Catalogue page. If you have a coupon code, put it in the coupon code box and the discount will be applied to your order. (Remember to register on CLIFE first!) After you pay for your order with your credit card, you will receive an email with a link to download the Course. You can then use the link provided to read the Course on your computer or print it off.

Test: You will be sent a link to the test in the same email that has your course link. You must login with the username and password you created in your registration to do the test; no login is required for the course.

Certificate: Download your Certificate after successfully completing the test.


Course Description

A financial snapshot is an overview of client financial information that gives the agent-advisor essential information to build recommendations and advice.

In this three-credit Course, you will learn how to create a financial snapshot and:

  • the importance of insurance policies to cover mortgage obligations and travel needs;
  • how the personal income tax return yields a wealth of financial detail;
  • the need for a will;
  • the financial relevance of a passport.


Other documents add “depth” to the picture and you will also be provided with an overview of the significance of:

  • a personal net worth statement
  • pension statement
  • other insurance policies
  • investment statements
  • in addition to other useful information


Finally, we wrap up with a reminder of your need to maintain the privacy and confidentiality of the personal financial data you see and record with tips on securing information and handling complaints arising from privacy issues.

This is great, basic information for the agent-advisor who practices a hands-on approach!


Provincial Life Credits: 3 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 3 credits in BC, AB, SK, MB, ON
CFP® Professionals: 3 credits (Financial Planning)
Institute Credits: 3
Quebec Credits: CSF: 3 PDU (1 General Subject, 2 Insurance of Persons)

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