The Branch Manager for a Scholarship Plan Dealer holds an important position that presents many challenges. Managing a branch or agency requires management and motivational skills, extensive knowledge of the industry and the ability to maximize profits while ensuring that the branch and its personnel comply with a wide range of ethical, regulatory and compliance requirements.

25 Professional Development Units (PDUs): La Chambre de la sécurité financière
10.0 General Subjects PDU - CSF 16-01-37032
10.0 Compliance PDU - CSF 16-01-37032
5.0 Group savings plan brokerage PDU - CSF 16-01-37032

23 CSF: 10 General Subjects,10 Compliance, 3 Group savings plan brokerage PDU - CSF 16-01-37032

20 Financial Services Regulatory Authority of Ontario: Life or A and S
20 Insurance Council of British Columbia: Life or A and S
20 Alberta Accreditation Committee: Life (68034)
20 Insurance Councils of Saskatchewan: Life or A and S
20 Insurance Council of Manitoba: Life or A and S (44218)