Onboarding Check List

1. Sign-up with WFG

2. Obtain your unique code with WFG

3. Set up your Launch Website

4. Pre-licensing Registration

5. Book and write your Provincial exams

6. Write WFG Compliance courses
  • Canadian Ethics course for life Insurance Agents
  • Anti-money Laundering Course
7. Apply for Police Clearance Certificate 8. Fill the e-contracting Application9. Submit FSCO link10. Check FSCO website for your license number11. Sign your Agent Agreement12. Access Mywfg website13. Sign WFGIA agreement14.Set up Access Pass payments on recurring15. Set up Direct Deposit16. Set-up your accounts with various product partners17. Checkout the mywfg website- Commision statements, Trackers, Custom reports, Leaders bulletin
1. HLLQP LICENSE
  • HLLQP Licensing has 4 modules- Ethics, Life Insurance, Accident & Sickness and Segregated Funds & Annuities.
  • Getting licensed is a 2 step process.
  • Step 1 is completing the HLLQP certification course. 
  • Step 2 is writing the provincial exam after completing the HLLQP certification course.

Details:
  • MODULES: Includes 4 modules- Ethics, Life Insurance, Accident & Sickness and Segregated Funds & Annuities.
  • ATTEMPTS: You have 3 free attempts to pass each module.
  • NUMBER OF QUESTIONS: 20 in ethics and 30 each in other 3 modules.
  • PASSING MARKS: 60%
  • EXAM TYPE: Open book online exam will have Multiple choice type questions.
  • You can book your provincial exams before or upon passing all 4 certifications.
  • NOTE: A 7-day gap is must between the date when you passed your last certification and the day of your provincial exam. 




2. CIPR NumberThe Canadian Insurance Participant Registry (CIPR) provides a single, secure, self-serve service where regulated parties can maintain and control access to their personal information. Link:  https://www.cipr.ca/registration/startNOTE:
  • CIPR number must be created and updated on HLLQP account (in My Profile section) within 5 days of registering on HLLQP.
  • CIPR number is necessary for registering for the provincial exam.


3. HLLQP Provincial ExamsLINK FOR ONTARIO ONLY:Website: https://ssbp.mycampus.ca/  or  (Search: Corporate training services: Durham College) Step 1: Schedule- Check the schedule & choose an available desirable date.
Step 2: Registration- Registering for the exam based on the available dates
Exam Details:Exam type: Open book exam on paper.Filling in the details for registration:
  • Note: Keep CIPR number and credit card details handy. (You can find your 6-digit CIPR number in your HLLQP account à My Profile)
  • Course provider- Oliver learning
  • License type- Full life
  • Select exam location, dates & desirable sequence of modules.
  • You can write all the 4 modules on same day or choose to write them separately.

Exam Results:
  • HLLQP test results are declared on email within one week after writing the test.
  • The email is necessary for further steps of License registration.


4. ETHICS COMPLIANCE COURSE
  • Canadian Ethics course for Life Insurance agents is mandatory for all agents.
  • The course is available on hllqp.com by Olivers.
NOTE: For upcoming advisors, to enroll in the course for free, you must complete it before registering your license. Completing this course after license registration will be charged 79$ by HLLQP.x
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