Communication Styles – Part 3

In our last post, we discussed the basic elements of the Dominant factor of DISC.  As a recap:

D – Dominance; How you approach and respond to problems and challenges

Today, we will introduce the elements of I; Influence.

Influence is the element of an individual’s personality that indicates how you interact with others and influence them to your point of view. Highly influencing people tend to joke around a lot, talk a lot, and want to be liked by everyone. They need to be in the company of other human beings as often as possible and are expressive and enthusiastic. The lower influencer is a critical thinker and enjoys time alone. They will be more pessimistic than their higher counterparts and will have a tendency to distrust while the higher influencer will trust immediately, sometimes to a fault.

The high Influencing element is people oriented and wear their heart on their sleeve.  While they believe the impossible can be done the lower task oriented, influencing element will say ‘prove it!’

The high influencer is indirect with their communication, becoming distracted easily.  When having a discussion with them you may find yourself having to interrupt them so you can get a word in or bring them back to the topic at hand.  The lower I is much more direct and wants to get to the point and will need to understand the others need for personal conversation.  Conversely, the higher I must respect the need of the lower I to have their own space and be factual and direct during any discussions.

In our next post, we will discuss the basics of the S element of DISC, Steadiness.

 

Communication Styles – Part One

Understanding the impact of your own communication style as well as that of others is just the starting point of a good relationship. There is another important factor that needs to be considered.  What motivates the other person, or in other words, what is it they want that is making them behave the way they do?  Words, body language and tone of voice are all simple mechanisms that an individual might use to get what they want!

This is the first in a series of posts in which we will explain the most common personality language. DISC is the foundation of understanding for virtually every human personality type, and the science of DISC is proven and trusted all over the world as the benchmark in understanding human behaviour.  Understanding your own communication style is the initial step towards better relationships

Learn more about understanding your own communication style.

DISC stands for:

  • DOMINANCE

  • INFLUENCE

  • STEADINESS

  • COMPLIANCE

The elements of DISC are represented by a plethora of suppliers under a variety of aliases, including but not limited to colours, temperatures, seasons, bunnies and tigers and a variety of other pseudonyms. No matter what they are called, the elements of DISC are common to all personality types and vary in intensity from one person to another.

It is important to understand that every personality has all of these elements in it to varying degrees. In other words, some will be highly dominant and low compliant, with a very low steady style and a moderate influencing style.

Understanding how the various elements of the DISC blend with each other is extremely important. Hence, you should avoid referring to someone as HIGH DOMINANT or LOW COMPLIANT since all of the 4 elements will come into play in a variety of situations.

In future posts we will break down each element of behaviour, explore how these elements of DISC blend with each other and how-to best communicate with the various styles.

Behaviors and Motivators

If you’d like to understand why you behave the way you do…. this report is for YOU!

The TTI Success Insights® Behaviors and Motivators Report was designed to increase the understanding of an individual’s talents. The report provides insight to two distinct areas: behaviors and motivators.

Understanding strengths and weaknesses in both of these areas will lead to personal and professional development and a higher level of satisfaction.

The following is an in-depth look at your personal talents in the two main sections:

Behaviors
This section of the report is designed to help you attain a greater knowledge of yourself as well as others. The ability to interact effectively with people may be the difference between success and
failure in your work and personal life. Effective interaction starts with an accurate perception of oneself.

Motivators
This section of the report provides information on the why of your actions, which with application and coaching, can tremendously impact your valuing of life. Once you know the motivations that
drive your actions, you will immediately be able to understand the causes of conflict.

Behaviour Motivation Sample Report

Email us to learn more!

 

 

 

We are hiring!

Learning Management Specialist / Developer

Job Summary:

We are looking for a Learning Management System (LMS) professional to help our team oversee and maintain our server infrastructure and proprietary LMS system. This person will develop provided LMS content and create traditional PHP/Java based web services to implement into our global LMS strategy. The Learning Management Specialist shall provide technical best practices and recommendations to programmers and instructional designers for loading content onto the Learning Management Systems and will provide production and development support as a key member of the IT team.

Candidate must be a quick learner and be able to work effectively both independently and in a team environment. Ideal candidate will be a highly motivated, enthusiastic, self-starting team player.

 

Qualifications:

  • Must have experience with PHP, HTML, and/or JavaScript
  • Microsoft SQL or MySQL Database knowledge required
  • Effective interpersonal and communication skills, both verbally and in writing
  • Excellent Problem solving skills, analytical and organizational skills and demonstrates close attention to detail

 

Job Description:

  • Troubleshooting on-line course content and various LMS related issues
  • Upgrade existing applications for efficiency and usability with new modifications
  • Publish new courses and updating existing course content
  • Build / upgrade Web applications according to client needs
  • Design and implement web specific applications/tools for LMS administration
  • Document procedures, technical instructions and business knowledge
  • Troubleshoot WordPress related issues
  • Run custom database queries according to client needs using standard SQL tools
  • Manage Windows Server applications and troubleshoot same
  • Maintain employee email management via Microsoft Exchange Server
  • Troubleshoot any network related issues both internally and externally

 

Desired Skills:

  • Experience with various programming languages
  • LMS Proficiency
  • Understanding of Software developing life cycles (SDLC)
  • Strong understanding of programming logic/workflow, and data population
  • Experience in data analysis, SQL, and object-oriented programming languages
  • Full Stack, Object-Oriented, API experience, etc., not required but strong plus

 

Company Description:

ILS Corp is an industry leader in Canada providing internet based insurance training. Building on more than two decades of live insurance training, in 2000, ILS Corp went online with ilscorp.com and became the first independent organization to offer online continuing education and insurance licensing preparation training. In 2007, ILS Corp offered the first insurance education courses in a video-streaming format. Today, ILS Corp continues to be the insurance training course provider of choice for more than 21,000 Canadian insurance professionals.

We are a company built on a deep network of expertise and our IT teams are extremely skilled at creating progressive solutions in an ever changing field of on-line education.

Location:         Comox, BC
Job type:         Full Time / 40 hours

Wage:              TBA – Based on experience

Please email resume and cover letter to careers@ilscorp.com

New Course for RIBO Management and RIBO Ethics CE

Just in time for your September 30th RIBO CE requirements, this new course is accredited for 1 RIBO Management CE and 1 RIBO Ethics CE Credit.
This course is included as part of the ILScorp General CE Course Subscription.

Guidance on the Fair Treatment of Customers

Part 1

Introduction

This course has been created using the document Guidance: Conduct of Insurance Business and Fair Treatment of Customers issued by the Canadian Council of Insurance Regulators (CCIR) and the Canadian Insurance Services Regulatory Organizations (CISRO).

This is the first of two parts. Guidance on Fair Treatment of Customers addresses the creation of the Guidance document, its purpose and scope, as well as an explanation of the document’s impact on five key areas of the industry’s activity. The course includes quizzes that allow participants to assess their understanding of the course material

 

Course Content

Includes the following topics:

Definitions of terminology used in the Guidance document

The issuing organizations (CCIR and CCRRA)

The purpose and origins of the Guidance document

Scope of the expectations

Implications for conduct of business

Implications for fair treatment of customers

Implications for business culture

Implications for relationships between Insurers and Intermediaries

Implications for relationships with Regulatory Authorities

 

Learning Objectives

Successful participants of the course will:

  • Understand the purpose and scope of the Guidance document
  • Be familiar with the nature and history of the organizations that created it
  • Be able to explain the way the conduct of insurance business is supervised
  • Know the importance of acting in compliance with the laws, regulations and guidelines to which representatives are subject
  • Know what constitute regulatory obligations of representatives
  • Know the function and scope of the role of intermediaries
  • Understand the importance of providing Customers with timely, clear and adequate information
  • Know the particular meaning of terms used in the Guidance document
  • Know what constitutes acting with due skill, care and diligence
  • Be acquainted with the risks that could result in unfair treatment of the client
  • Be able to describe the expectations for relationships with regulators
  • Understand the importance of protecting the privacy of Customer information
  • Possess the vocabulary, the understanding and the knowledge-base for explaining and discussing the issues around the Guidance document on the Conduct of Insurance Business and Fair Treatment of Customers.

 

Part 2

Introduction

This is the second section of The Guidance Course which deals with the joint release by the Canadian Council of Insurance Regulators (CCIR) and the Canadian Insurance Services Regulatory Organizations (CISRO) concerning the conduct of insurance business and fair treatment of customers. Part 1 of the course dealt with the creation of the document, its purpose and scope, as well as aspects of the insurance business discussed in the document.

 

Part 2 of the course deals with the Customer Outcomes the industry hopes to achieve, as well as the specific attitudes and practices on the part of industry representatives which will accomplish these goals. There are twelve distinct outcomes articulated and for each of these outcomes there are behaviors which can be observed and monitored.

There are quizzes provided which will assist participants in checking their understanding of the material.

Course Content:

Topics covered in the course include the following areas of customer outcomes and the expectations for the conduct of representatives in each:

  • Governance and Business Culture
  • Conflicts of Interest
  • Outsourcing
  • Design of Insurance Product
  • Distribution Strategies
  • Disclosure to Customer
  • Product Promotion
  • Advice
  • Disclosure to Policyholder
  • Claims Handling and Settlement
  • Complaints Handling and Dispute Resolution
  • Protection of Personal Information

 

Learning Objectives:

Successful participants of the course will:

  • Understand that overall responsibility for fair treatment of Customers is at the level of the board and/or senior management, who design, approve, implement and monitor adherence to policies and procedures aimed at ensuring that Customers are treated fairly.
  • See the importance of relevant staff being trained to deliver appropriate outcomes in terms of fair treatment of Customers.
  • Be aware of the role played by remuneration, reward strategies and evaluation in achieving fair treatment of Customers.
  • Know the areas of risk for potential conflicts of interest as Intermediaries interact with both Customers and Insurers
  • Understand issues around responsibility and monitoring of outsourcing
  • Gain a heightened sense of the factors at play in relationships between Insurers and Intermediaries
  • Become knowledgeable about the ethical issues around product design
  • Understand the importance of representatives having adequate product knowledge in order to enable customers to make an informed decision about the proposed product.
  • Be clear about the limitations and responsibilities around providing various types of “advice” to customers
  • Be knowledgeable about issues surrounding disclosure of information in terms of changes in the policy or the customer’s needs
  • Be aware of the expectations for representatives to handle claims settlement according to all the best practices listed in the guidance document with regard to fair treatment of customers
  • Be knowledgeable about the expectations for representatives in their handling of complaints and dispute resolution
  • Be familiar with the Guidance document’s creation and purpose
  • Possess the vocabulary, the understanding and the knowledge-base for explaining and discussing the issues addressed in the Guidance document

 

RIBO CE COURSES
New Courses for Professional Responsibility CE

New Courses for Professional Responsibility CE

FP Canada’s CE requirements go beyond maintaining technical competence. They are designed to support the maintenance and ongoing professional development required to continue meeting client needs. CE requirements include the following category: Professional Responsibility

The Professional Responsibility requirement is designed to support and enhance your understanding of your professional and ethical duties and to provide approaches for identifying and addressing common ethical dilemmas and challenges. Qualifying CE requires practical application of the principles and rules in the FP Canada Standards Council Standards of Professional Responsibility to ethical dilemmas that financial planners commonly encounter. CE should include the use of scenarios and/or practical examples to illustrate the situations. CE activities that focus on direct knowledge or rote recall of the Standards of Professional Responsibility without demonstrated understanding and application will not qualify.

ILScorp has launched 2 new courses based on the application of the FP Standards of Professional Responsibility.  Each new course has been evaluated and approved by FP Canada for Professional Responsibility CE Credits.

New Courses FP Approved for Professional Responsibility CE

Choosing ILScorp’s FP Canada’s approved courses provides you with the following benefits:

  • You will be assured that the CE activities have been evaluated as meeting FP Canada’s requirements.
  • You will be assured that CE activities in the category of Professional Responsibility focus on the application of FP Canada Standards Council™ Standards of Professional Responsibility.
  • You will not need to assess or calculate CE credits for any CE activities approved through the CE Approval Program.

Examples of Qualifying Professional Responsibility CE:
  • In-person workshop where participants consider ethical dilemmas that financial planners may encounter and how the Standards of Professional Responsibility may apply.
  • Online, self-directed course where learners are asked to consider ethical dilemmas that financial planners may encounter and are asked to contemplate, through interactive online activities or assessment, how the Standards of Professional Responsibility may apply.

 

Examples of Non-Qualifying Professional Responsibility CE:
  • In-person workshop that provides an update on the regulatory environment and outlines mutual fund and securities regulation for advisors but does not apply the Standards of Professional Responsibility to examples or scenarios of ethical dilemmas.
  • Online, self-directed course that presents the Standards of Professional Responsibility but does not include a discussion regarding the application of the principles or rules to ethical dilemmas that financial planners may encounter.

 

STANDARDS OF PROFESSIONAL RESPONSIBILITY

Financial planning is a disciplined, multi-step process of assessing an individual’s current financial and personal circumstances against their future desired state and developing strategies that help meet their personal goals, needs and priorities in a way that aims to optimize the allocation of their resources.

Financial planning takes into account the interrelationships among relevant financial planning areas in formulating appropriate strategies. Financial planning areas include financial management, insurance and risk management, investment planning, retirement planning, tax planning, estate planning and legal aspects.

Financial planning is an ongoing process involving regular monitoring of an individual’s progress toward meeting their personal goals, needs and priorities, a re-evaluation of financial strategies in place and recommended revisions, where necessary.

FP Canada™ is a national professional body working in the public interest to foster better financial health for Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada.FP Canada awards the internationally recognized CERTIFIED FINANCIAL PLANNER® marks in Canada to those who meet, on an ongoing basis, FP Canada’s requirements for CFP® certification. These individuals have been certified to use CFP, CERTIFIED FINANCIAL PLANNER and certification trademarks (collectively, the CFP Marks). The CFP Marks are symbols of professional distinction entrusted to individuals who have successfully completed a specialized program of study, standardized national examinations and financial planning work experience.

FP Canada also awards the QUALIFIED ASSOCIATE FINANCIAL PLANNER™ marks and certification in Canada. QAFP professionals are equipped to provide financial planning strategies and solutions for clients who have less complex financial planning needs.

A division of FP Canada, the FP Canada Standards Council™ establishes and enforces financial planning standards, sets the certification requirements for professional financial planners and develops and delivers certification examinations. The Standards Council ensures FP Canada certificants ― CERTIFIED FINANCIAL PLANNER® professionals and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals― meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.

CFP professionals and QAFP professionals must abide by the FP Canada Standards Council™ Standards of Professional Responsibility (hereinafter referred to as the Standards of Professional Responsibility). The Standards of Professional Responsibility represents the compilation of four sets of standards (FP Canada Standards Council Code of Ethics, FP Canada Standards Council Rules of Conduct, FP Canada Standards Council Fitness Standards and FP Canada Standards Council Financial Planning Practice Standards) to which FP Canada certificants must adhere. Each set of standards serves its own distinct purpose and can be read and interpreted independently; however, since these standards represent the totality of professional responsibilities for financial planners, they are compiled in one document for ease of reference.

Throughout the Standards of Professional Responsibility, wherever “Certificant” is referred to, it should be taken to read “CFP professionals and QAFP professionals”. The entirety of the Standards of Professional Responsibility applies to both CFP professionals and QAFP professionals.

Information on lodging a complaint against a CFP professional or QAFP professional, as well as information regarding procedures followed by the FP Canada Standards Council with respect to complaints handling, investigations and hearings can be found at fpcanada.ca. To ensure you are reading the most current version of this document and each section, please visitfpcanada.ca/resources/fp-canada-standards-council-policies-procedures and download the electronic copy.

 

CODE OF ETHICS

FP Canada Standards Council Code of Ethics (the Code of Ethics) represents the moral mandate by which the FP Canada Standards Council (the Standards Council) assesses the conduct of Certificants. The Code of Ethics reflects the standards of ethical conduct that Certificants must demand of themselves and their peers.

Application of the Code of Ethics

Each principle of the Code of Ethics presents the expected behaviours of all Certificants. Each principle is followed by a directive and description that clearly defines the standards of appropriate conduct. The Code of Ethics is designed to guide Certificants in their practice and to serve as a primary reference for the Standards Council in investigating complaints against

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