Offers from our Partners

AML Promotion 2020.08 468×600.001

Learnedly is offering a modern and turn-key, AML compliance training solution for $20

Learnedly is offering its AML training course to Federation Members (and their advisors) for $20 per individual (from a retail price of $25). Current and compliant with FINTRAC requirements for Securities, Insurance and Banking Institutions. A modern learning experience for Advisors and compliance reporting for Enterprises. To learn more, please contact: Paul Smith VP, Business Development

BFL-CANADA_LOGO_web optimized

BFL Canada has an E&O Insurance Program which is available to licensed Life, A&S and Mutual Fund Representatives.

The Program has renewed with premiums remaining unchanged for April 1, 2019 to April 1, 2020 term. Below is information on BFL Agents E&O Insurance Program which includes data breach coverage. Applicants enrolling before April 1st will pay a pro-rated premium. BFL also offer a very competitive Corporate E&O Insurance Program. Both Programs are underwritten by SwissRe/Westport Insurance. Click the Program link below to apply. For more info contact: Kuntie Kunan-Wright 416-915-3446 | Mobile: 647-284-4605 Toll Free: 1-800-668-5901 Ext. 3446

Program link

BFL Program Options ($1,000 deductable per claim):

Limit of Liability
Each Claim/Aggregate
Annual Premium
Life only
Annual Premium
Life and Mutual Funds

Looking for a first rate auditor who’s up on IFRS and reasonably priced?

A Federation Member has recommended Earl Weiner at Yale & Partners. | (416) 485-6000

Yale and Partners

For access to our other Member Resource Partners:

Advocis' AML Course Bessner/Spry 911 Canadian Securities Institute IFSE InvestorCOM Seminar Partners Smarten Up Institute

Member Resources
English EN French FR