Peter Boys, Boys Financial Services

Continuing Education

An Investment in Knowledge Pays the Best Interest – Benjamin Franklin

The financial services and insurance industries are constantly changing – products, portfolios, risk management, technology and even regulatory changes.

Continuing education assists Peter to stay abreast of the latest changes in industry rules and regulations and provides instruction on new products and planning techniques.  The financial industry does regulate some continuing education requirements every year, but Peter continually goes above the minimum industry standards.

Below is a list of Peter’s courses for the 2016 year only.

  • A Case in Review
  • How Popular Insurance Concepts will be affected by the 2017 Changes in the Exempt Test
  • Using Planning for Better Results
  • Gazing into the Crystal Ball – Selling Whole Life for the Future
  • Underwriting:  The Future is Now
  • Living Benefits in the Corporate Setting
  • One Solution for Clients Who Want it All – Manulife Ideal Signature Select
  • Hidden Gems
  • What’s Hot in the Insurance Market
  • Spotting the Opportunities for LB Sales
  • Health and Dental – Why Sell?
  • Welcome to Manulife Disability Insurance
  • What You and Your Client Need to Know
  • Health Service Navigator – Because Good Health Matters
  • Synergy – The Secrets Other Advisors Have Discovered
  • Lifecheque Critical Illness
  • Lifecheque Basic – Simple, Accessible, Value
  • Critical Illness Insurance – How does it fit in your Client’s Retirement Plan
  • Why Travel Insurance
  • Personal Accident Disability Insurance
  • Insolvency 101:  Navigating the Debt Solution
  • Using Technology for Better Client Engagement
  • An Industry in Change – Taking Steps into the Future
  • AIC:  LLQP and Regulatory Update
  • Being Iconic:  Discover the Secrets of Industry Icons
  • Alberta Economic Forecast for 2016
  • Looking at the Future of Financial Advisors
  • Personal Pension Plans Revealed
  • Elders and (In)Capacity…Doing the Right Thing
  • 2016 Tax Update
  • Financial, Tax, Insurance & Estate Planning Using Trusts
  • Wowing by Design
  • Challenging Dynamics for Executors:  Boom or Bust for Advisors?
  • Compliance Proofing Your Practice
  • Brace for Impact
  • Connection Zone
  • Life Insurance Planning for U.S. Citizens in Canada – Tips and Traps
  • The Art of Underwriting
  • Personal Pension Plans Revealed
  • The Future of Living Benefits and Ideas to Help You be Part of its Growth
  • Creating the Ideal Insurance Product Solution
  • Advisory Services – Update from Senior Management
  • Global Macro Update
  • CRM2 Response Strategy.  Discussing Fees With Your Clients
  • The Succession Conundrum
  • Manulife Ideal Signature Select – From a Tax and Estate Planning Perspective
  • Tailored Debt Management Solutions
  • Technology Risk Within Your Practice
  • Bringing Cash Flow and Debt Management Discussion to “the Front of the Line”
  • The Truth about U.S. Equity Investing
  • Navigating the Global Gut
  • Economic and Capital Markets Panel Discussion
  • We Can Help You Invest Like a Successful Business Owner
  • Re-visioning Retirement:  New Timing, New Purpose, New Vision, New Funding
  • Insights and Implications of Investing in Today’s Topsy-Turvy World
  • Combination of Withdrawals Corporation/Shareholder

 

Below is a list of Peter’s courses for the 2015 year only.

  • Practice Management
  • Enhancing Your Value Proposition with Financial Planning
  • Clients Come First:  A New Conversation
  • Working with Insurance – What’s Hot in the Marketplace/
  • CAFA – Current & Connected Conference
  • Real World Insurance/Investment Case – Navigating the Process
  • The Hidden Gems
  • Buy Sell Arrangements – A Case Study
  • Insurance Market Trends
  • Tax and Legal Update:  Implications and Trends
  • Real Scenario, Real Opportunities
  • Subdivision:  Medical Progress That Keeps Your Underwriter Up at Night
  • The New Math – Living Benefits Style
  • Trusts:  Effective Uses for Estate and Tax Planning Purposes
  • Lucrative Opportunities With HNW Business Owners
  • Successfully Positioning Manulife Retirement Plus
  • Digital Marketing for Financial Advisors
  • TREPS:  Manuife Private Investment Pools
  • Succession Planning Tools
  • One Size Doesn’t Fit All – CI Solutions
  • Travel Insurance Sales Traning
  • Opportunities with Product and Concepts – What’s Hot in the Marketplace
  • I’m all about that Base, Bout that Base, No Trouble!
  • Manulife Financial Travel Insurance Sales Training
  • With the Stroke of a Pen
  • Working with Canadian Clients and Snowbirds Who Spend Time or Own
  • Mastering the Art of Cross-Selling
  • Your Practice, By Design
  • Estate or Trust Services
  • The Will to Live
  • Lessons learned from MDRT and How I stole My Success Legally
  • Pay Cheques & Play Cheques:  Retirement Income Planning Strategies
  • Income Splitting Revisited
  • Nine Rules of Credit
  • Keeping it Simple
  • Maximizing Your Potential
  • Sound Advice
  • Tax Update 2015
  • Lather, Rinse, Repeat
  • How to Market to High Net Worth Households
  • Embrace It or Face It
  • 50 Shades of Great
  • Small Business Segments:  Deeper Connections
  • Zero to Launch:  The Key Elements of an Effective Online Presence
  • Standard Life Global Absolute Return Strategies
  • Making the Most of the Tax Rules
  • Standard Life Monthly Income Fund – Income Generation with Less Volatility
  • The Burning Questions for 2016
  • A Fresh Perspective on Manulife Bank; Activating Real Estate
  • Canada and the US – an Economic Outlook
  • From Uncertainty to Predictability
  • Managed Solutions:  Profiting from the Power of Partnerships