Continuing Education Credits

This course is approved for 1.5HR CE Credits for BC, MB, AB and RIBO (ethics hours). SK Pending.

Course Objectives

By the time you’ve completed this course you’ll be equipped to:

  • Build credibility by acting as a true fiduciary, not just a service provider.

  • Spot and managing conflicts before they become liabilities.

  • Apply key legal and ethical standards every insurance professional should know

  • Learn lessons from real industry missteps to help you avoid costly errors.

Course curriculum

    1. Welcome to the Course

    2. Course Objectives

    3. Important Course Instructions for Certificate Issuance

    4. Downloadable Material

    1. Introduction and Objectives

    2. What is Fiduciary Duty?

    3. Are you a Fiduciary?

    4. Fiduciary Duty in the Insurance Industry

    5. Fiduciary Duty in Practice - Loyalty

    6. Conflict of Interest

    7. Appearances and Trust

    8. Fiduciary Duty in Practice - Care

    9. Fiduciary Duty in Practice - Candor

    10. Clear and Open Communication – Putting Candor Into Practice

    11. Quiz instructions

    12. Chapter 2 Quiz

    1. Introduction and Objectives

    2. Legal Frameworks and Fiduciary Duty

    3. Ethical Principals Underpinning Fiduciary Responsibility

    4. What is a Breach of Fiduciary Duty?

    5. Upholding Fiduciary Duty

    6. Chapter 3 Quiz

    1. Introduction and Objectives

    2. Case 1: Failure to enact cover in timely manner

    3. Case 2: Underinsurance

    4. Case 3: Breach of Fiduciary Duty

    5. Case 4: Breach of Fiduciary Duty

    6. Case 5: False Expertise and Negligence

    7. Case 6: Failure to Disclose Material Information

    8. Case 7: Exploiting Confidential Information

    9. Learning from Cases

    1. Course Wrap Up

    2. Course Survey

    3. Ethics and Fiduciary Duty - Final Assessment - Westland

About this course

  • 34 lessons
  • 1.5 hours of video content
  • 1.5 Hours of CE Credits (technical)

Discover your potential, starting today

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