Welcome to IFSG - New Advisor, Non Licensed
Welcome to IFSG - Your Path to a Financial Advisory Career
Your Path to a Financial Advisory Career!
Welcome to Integrum Financial Solutions Group (IFSG)! We’re thrilled to have you join us as an advisor in training, and we’re committed to supporting your journey to a successful career in financial services.
As an unlicensed advisor in training, your first steps are crucial. Here’s a clear roadmap to guide you:
Your Training Roadmap:
Step 1: Complete CIPR Registration
- Begin by registering with the Canadian Insurance Participant Registry (CIPR).
- Visit: https://www.cipr.ca/registration/start
Step 2: Enroll in IFSE for LLQP Course
- Enroll in the Life License Qualification Program (LLQP) course through IFSE.
- Visit: https://www.ifse.ca/
- Select the following modules:
- Life License
- Accident and Sickness
- IFSE Course Registration Info:
- Use our discounted MGA rate:
- Contact Code: C-14413
- Password: IFSGllqpcommoncourse
Step 3: IFSG Registration Fee
- Send an e-transfer of $150 to office@ifsg-ca.com to complete your IFSG registration.
Step 4: Complete AIC Registration (Upon LLQP Course Completion)
- Once you’ve completed the LLQP course, register with the Alberta Insurance Council (AIC).
- Visit: https://www.abcouncil.ab.ca/
Step 5: Pass the Provincial Exam
- After completing your AIC registration, schedule and pass the provincial licensing exam.
- Once passed, notify office@ifsg-ca.com.
Step 6: Licensing Process
- Upon successfully passing your provincial exam, we’ll provide you with detailed instructions to complete the licensing process.
Important Information:
- Email: Your IFSG email address is (first initial)(lastname)@ifsg-ca.com. For example, Abel Pagaling’s email is apagaling@ifsg-ca.com. You can access your email by logging in at www.ifsg-ca.com/webmail. Your temporary password is the same as your email address. Please be sure to change it once you log in.
- Slack: We use Slack as our virtual office. You’ll find an invitation to join our IFSG Slack account in your inbox. Slack is where we connect, collaborate, and stay updated. Once you’re in, explore the different channels and get to know the team!
- Important Meetings:
- Weekly Team Meeting: Fridays at 2:00 PM MST
- Business Development Meeting: Mondays at 1:00 PM MST
- You’ll find the Google Meet details for these meetings in our Slack channels.
We understand that this process can seem daunting, but we’re here to support you every step of the way. Don’t hesitate to reach out to your mentor or any member of the IFSG team with your questions.
We’re excited to see you grow and succeed!
Best regards,
Abel Pagaling
CEO
IFSG – Integrum Financial Solutions Group
JOIN US ON THIS JOURNEY
Whether you’re an aspiring Financial Advisor, a business looking to partner with us, or someone seeking financial security, IFSG is here to help you succeed. Together, we can build a future where financial independence is within everyone’s reach.