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Annual ChSF Subscription
This
subscription provides you with unlimited access to all our accredited
ChSF courses
(over 100 PDU credits!) for 1 year. You may review the courses as
often as you like during this time period.
Price: $275 total.
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DESCRIPTIONS and CREDITS
Agent Development Course: The Money Management Planning Process
Analyzing Our Service Program - Do we do a good job of meeting our
customers' expectations?
Beyond RRSPs - Maturity Options: Part 1
Beyond RRSPs - Maturity Options: Part 2
Developing a Time Management System that works: Part 1
Developing a Time Management System that works: Part 2
Financial and Retirement Planning: Plan 1
Financial and Retirement Planning: Part 2
Financial and Retirement Planning: Part 3
Financial and Retirement Planning: Part 4
Financial and Retirement Planning: Part 5
Financial and Retirement Planning: Part 6
Financial and Retirement Planning: Part 7
Financial and Retirement Planning: Part 8
Gestion d'un bureau de courtage et risques d'exposition aux erreurs et
omissions - Partie 1
Gestion d'un bureau de courtage et risques d'exposition aux erreurs et
omissions - Partie 2
How to build a Customer Service Program for your brokerage
How to build a Customer Retention Program that works: Part 2
How to build a Customer Retention Program that works: Part 3
How to build a Customer Retention Program that works: Part 4
Leadership & Communications in the Knowledge Workplace: Part 1
Leadership & Communications in the Knowledge Workplace: Part 2
Leadership & Communications in the Knowledge Workplace: Part 3
Leadership & Communications in the Knowledge Workplace: Part 4
Managing in the Knowledge Workplace
Overcoming Conflict in the Workplace
The Fundamentals of Customer Service: Part 1
The Fundamentals of Customer Service: Part 2
Understanding the Application and Underwriting Process
Writing Well for the Financial Services: Part 1
Writing Well for the Financial Services: Part 2
Writing Well for the Financial Services: Part 3
Writing Well for the Financial Services: Part 4
Agent Development Course: The Money Management Planning Process
(LC20)
The information in Part Two of this two-part
course is designed to educate agents about personal and professional
money management. In this course, we will look at personal use assets
(homes and automobiles), financing education and management of
personal income and expenditures, under the following headings: 1.
Personal Use Assets * Home Ownership * Additional Advantages of Home
Ownership * Real Estate Law and Property Ownership * Personal Use
Automobiles 2. Financing Education 3. Glossary of Taxation and Other
Financial Terms 4. Personal Income and Expenditures
3 Credit Hours
Analyzing Our Service Program - Do We Do A Good Job of Meeting Our
Customers' Expectations? (PM05)
The service experts all agree that every time a customer leaves our
premises, they will form an opinion of how well they have been served.
If we do a good job in meeting their service expectations, they will
be satisfied, tell others, and come back. If we don't do a good job,
they won't be back and worse still, they will tell others about we've
failed them. The message provided in this workshop is simply this:
Develop a formal customer service program before your competitors do -
it will help you to grow and prosper!
2 Credit Hours
Beyond RRSPs -
Maturity Options: Part 1 (LI44) 3 Credit Hours
Beyond RRSPs -
Maturity Options: Part 2 (LI45) 3 Credit Hours
Developing A Time Management System That Works: Part 1 (LC23)
In this course, we will look at the basic skills of organization and
prioritizing, time management myths and the skills needed to be as
productive as possible, under the following headings: 1. Organization
and basic scheduling 2. Time management misconceptions 3. First
priority: prioritizing 4. Time killer: procrastination 5. Goals,
blocks, clusters and distractions
2 Credit Hours
Developing A Time Management System That Works: Part 2 (LC24)
In this course, we will look at basic skills of
delegating, anticipating unexpected events and the technological tools
to help with efficiency, under the following headings: 1. Delegating
2. Saying �No' 3. Anticipation 4. Time Crimes 5. Tools Of The Time
Management.
2 Credit Hours
Financial and
Retirement Planning: Plan 1 (LI49)
Financial and
Retirement Planning: Part 2 (LI50)
Financial and
Retirement Planning: Part 3 (LI51)
Financial and
Retirement Planning: Part 4 (LI52)
Financial and
Retirement Planning: Part 5 (LI53)
Financial and
Retirement Planning: Part 6 (LI54)
Financial and
Retirement Planning: Part 7 (LI55)
Financial and
Retirement Planning: Part 8 (LI56)
Gestion D'un Bureau De Courtage Et Risques D'exposition Aux Erreurs Et
Omissions: Partie 1 (PM16)
Gestion D'un Bureau De Courtage Et Risques D'exposition Aux Erreurs Et
Omissions: Partie 2 (PM36)
How to Build a Customer Service Program for Your Brokerage: Part 1
(PM30)
How to Build a Customer Retention Program That Works: Part 2
(PM38)
How to Build a Customer Retention Program That Works: Part 3
(PM39)
How to Build a Customer Retention Program That Works: Part 4
(PM40)
Leadership & Communications in the Knowledge Workplace: Part 1
(LI32)
Leadership & Communications in the Knowledge Workplace: Part 2
(LI33)
Leadership & Communications in the Knowledge Workplace: Part 3
(LI34)
Leadership & Communications in the Knowledge Workplace: Part 4
(LI35)
Managing in the
Knowledge Workplace (LI21)
Overcoming
Conflict in the Workplace (LC21)
The Fundamentals
of Customer Service: Part 1 (PM34)
The Fundamentals
of Customer Service: Part 2 (PM37)
Understanding the Application and Underwriting Process (LC27)
Writing
Well for the Financial Services: Part 1 (LI15)
Writing
Well for the Financial Services: Part 2 (LI16)
Writing
Well for the Financial Services: Part 3 (LI17)
Writing
Well for the Financial Services: Part 4 (LI18)
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ChSF PDU Courses Annual Subscription
Only $275
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if you have any questions purchasing courses and group programs,
please contact us:
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