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Finances PLuriel

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Notre Conseiller d'éducation financière 
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FINANCE ACADEMY

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Our Finance academy allows you to have coaching that will help you obtaining a specialized training to become a Financial Security advisor. You can use this specialized training to your advantage in two ways:

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1-Become your own Financial Advisor.

Your specialized training allows you to take charge of all aspects of your personal finance yourself. You will be able to take the management of your family finances in hand which cover the following areas but not limited to: the management of your familiy finances, budgeting, investment, insurance and other financial skills. This training allows you to solidly and quickly build your family financial autonomy through the following 6 steps: 

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  With this training, which allows you to obtain the title of financial security advisor, you take charge of every aspect of your financial freedom.

Cash Flow

  • Earn additional income

  • Manage expenses

Debt management

  • Consolidate debt

  • Strive to eliminate debt

Emergency Fund

  • Save at least 3-6 months’ income

  • Prepare for unexpected expenses.

Proper Protection

  • Protect against loss of income

  • Protect family assets.

Build Wealth

  • Strive to outpace inflation and reduce taxes

Preserve Wealth

  • Reduce taxation

  • Build a family legacy

2-BECOME OWNER OF A FINANCIAL SERVICES COMPANY

As Financial Security Advisor, you can help other families build their financial freedom through sound advice. With your license issued by the provincial regulatory authority (AMF, FISCO etc..) you will be authorized to offer financial products and services.

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You are thus building your financial services business, which will aim to help families build their financial freedom. you have access to the tools and resources you need to get up and running immediately and build a financial services business that can help change the future for thousands of families and generations to come.

 

This is something you can do on a part-time basis while maintaining the security of your current job. Become an entrepreneur to build your time and financial freedom.  

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PERSONAL DEVELOPMENT PROGRAM

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In addition to becoming a successful entrepreneur, we offer you a personal development and coaching program that will make you a better version of yourself.

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STEPS TOWARDS CERTIFICATION

1- Obtain a registration number from the Canadian Insurance Participant Registry

 

2- Take the PQAP course with a recognized training organization

 

The LLQP course has four modules

 

  • Ethics and professional practice (Civil Code)

  • Life insurance

  • Sickness or accident insurance

  • Segregated Funds and Annuities (Investment

 

3-Practice the preparation questionnaires, practice the mock exams and the LLQP certification exams

 

4-Pass your provincial licensing exams

 

5-Request your license

 

To find out more about this program, Contact Us.

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