Fun and engaging learning opportunities for financial services professionals 

Courses

For Investment & Financial Advisors, Insurance Advisors, Financial Planners

CE training that provides practical learning opportunities

Point.Shift specializes in developing practical, hands-on, experiential learning opportunities that prepare licensed individuals to apply their new skills confidently when they next meet with their clients.

"Your session was engaging, informative, and (somewhat surprisingly) fun! We appreciate your support and guidance."

- S.H. VP & Branch Manager

KYC v2.0 – knowing your clients in today’s context

This program will address all elements of the regulatory KYC pieces with a few ‘extras’ that you may never have considered, along with gaining insight on the psychological side (mental health) of your clients when discussing their financial matters.

SUCCESSION PLANNING

What happens to your clients when you are the one that leaves the relationship, unexpectedly or not? What happens to your family when your work situation changes dramatically? What happens to YOU during this process?

We really need to talk

This collection of 5 courses provides the relevant information advisors need to know to understand the impact on society, their business, their clients, and their personal life.

Insurance well planned

An engaging 1 ½ day experiential program for newly licensed advisors. This program takes the advisor through a sales lifecycle with opportunities to practice skills in a safe, fun environment. 

MINDFULNESS-BASED STRESS REDUCTION

Through learning and engaging in regular mindfulness practise, participants can gain efficiencies in productivity (work and personal!) while reducing stress levels.

"Your presentation was great and the managers really enjoyed meeting you. We appreciate the time on the road to come out and help us!"

- C.O. - Regional Director, Western Canada

This program will address all elements of the regulatory KYC pieces with a few ‘extras’ that you may never have considered, along with gaining insight on the psychological side (mental health) of your clients when discussing their financial matters. 


KYC v2.0

Knowing your clients in today’s context

CE Credits:

11 Cm/PD CE credits (IIROC) 11.5 CE CREDITS (CFP)
11.5 CE Credits (MFDA)

Duration:

Delivery Method:

instructor-led – classroom / virtual

1.5 days

Point.Shift has created a series of short CE credit courses that cover topics that are generally “taboo” or not spoken of in “polite company”. Unfortunately, as we have learned in recent events, that we can no longer afford to “ignore the elephants” in the room anymore. 
This collection of 5 courses provides the relevant information advisors need to know to understand the impact on society, their business, their clients, and their personal life. This series provides advisors with the context, language, skills, and vocabulary to deal with very relevant issues affecting our clients today. Not interested in the entire series? No problem, these can be run as stand-alone sessions.

A series of short CE Courses

We really need to talk

CE Credits:

1.5 CP/PD CE Credit (iiroc)
1.5 CE credits CFp
1.5 CE CREDITS MFDA

Duration:

1.5 hours

Delivery Method:

instructor-led – classroom / virtual

The past few years have been difficult on EVERYONE and one of the outcomes of the pandemic and the new realities that this brings your clients, your colleagues, your family, and YOU. We have begun to normalize the importance of mental health in our lives – which is GREAT – now we need to understand the impact that substance abuse has on you the ADVISOR and you the human being.

(a) Addictions in Canada

Women account for nearly 50% of the world’s population, outlive men, control a significant portion of the world’s wealth, and it is an aging population – so why are we not talking about this more? Menopause is a complex biological, psychological, and emotional event in a woman’s life, so why aren’t we talking about it and the impact it has on a woman, the people in her life, and the decisions she may be making? That’s all about to change.

(b) The "change"

The topic of our ageing population is not a new one however in the light of changing regulations and expectations of advisors when dealing with their clients, it requires revisiting. With the introduction of the Client Focused Reforms (CFR) enhanced due diligence surrounding the KYC and the client's ongoing mental health, it's time to look at our fastest-growing segment of the population. 

(c) Our aging population

This session is all about creating a vocabulary and understanding surrounding mental illness, mental health, and the impact on the financial advisor – both personally and professionally through a program of engagement and reflection.

(D) mental health 101

This session builds upon the first session and introduces a basic psychological theory of how people "think, behave, and act." Developed by Dr. Glasser, Choice Theory states that our thoughts, feelings, and (importantly) individuals choose their behaviours through our desire to satisfy our basic needs. Through understanding the "how," advisors will engage with their clients differently. Using Choice Theory knowledge and Lead Management skills within the branch environment can reduce errors, empower employees, along with increasing client satisfaction.

(e) mental health 201

Why is there such reluctance by advisors to develop a succession plan for their businesses? 

As financial services professionals, you not only help your clients realize their dreams, but you also bear witness to the highs, and lows, that life may bring them. As such, you have a (contractual) responsibility to those clients, which includes (but is not limited to) providing the best products, services, and advice that suit their needs, acting ethically, etc… for the duration of the relationship. What happens to your clients when you are the one that leaves the relationship, unexpectedly or not? What happens to your family when your work situation changes dramatically? What happens to YOU during this process?

when you are the one that leaves the relationship

Succession planning

CE Credits:

3 pending*
** will be certified for CFP, insurance

Duration:

3 hours

Delivery Method:

instructor-led – classroom / virtual

The leap from obtaining an insurance license to developing a thriving sales practice can sometimes seem impossible or really hard, until now. Insurance well planned is an engaging 1 ½ day experiential program for newly licensed advisors (or those who want to brush up their skills) that takes the knowledge learned through the licensing process and learn how to apply it with their clients. This program takes the advisor through a sales lifecycle with opportunities to practice skills in a safe, fun environment. 

A sales lifecycle

Insurance well planned

CE Credits:

TBD

Duration:

Two days

Delivery Method:

instructor-led – classroom / virtual

Multitasking and “wearing many hats” are common for professionals today - leaders, peers, mothers, fathers, daughters, wives, sons, and friends, to name a few. Research has shown that when we multitask, women’s minds switch between up to 5 different tasks and men switch between 1.5, which hurts productivity, creativity, and accuracy through increasing cognitive load and impairing memories. Through learning and engaging in regular mindfulness practise, participants can gain efficiencies in productivity (work and personal!) while reducing stress levels.

Each session is 2 - 3 hours in length and requires a high engagement level from participants. Participants will receive a practice guide and journal to facilitate the learning process and adoption of their mindfulness practice, including the setting of personal goals and intentions.

A six week program

Mindfulness-based stress reduction

CE Credits:

N/A

Duration:

2 -3 hours weekly, for 6 weeks

Delivery Method:

instructor-led – classroom / virtual

Frequently Asked Questions

Absolutely! Let's chat.

Sure do! Let's chat.

Super easy. Email me at info@point-shift.ca

Absolutely! Let's chat.

FUN AND ENGAGING LEARNING OPPORTUNITIES FOR FINANCIAL SERVICES PROFESSIONALS 

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