Training for the Modern Advisor
Practical, real-world training that prepares you to become a Chartered Corporate Insurance Professional and work confidently with business owners.
One-time payment • Instant access • Private CCIP community
What’s included in the CCIP Course:
Comprehensive curriculum including 15+ hours recorded content, exams, worksheets, and slides for every module (400+ slides)
Money Back Guarantee -
If you’re not completely satisfied, we will refund
you 100%
Access to our private LinkedIn members group to receive answers for any questions
Access to our monthly Q/A members call where valuable information is shared
For advisors that want to
work with business owners
There is a difficult road that lies before advisors.
Working with business owners and creating savvy financial plans for them can be one of the most rewarding aspects of your career.
Learning and Implementing the Technical Skills Required to Work in the Corporate Market will:
Give you the ability to place large corporate insurance cases where appropriate.
How CCIP Positions You as an Advisor to Business Owners
Confidently Handle Business Owner Conversations
Speak clearly & professionally with business owners about their needs, structures, and priorities without sounding scripted or unsure.
Communicate Effectively With Accountants & Lawyers
Develop a practical “second language” that allows you to collaborate confidently with other professionals involved in business owner decisions.
Position Yourself as an Advisor, Not a Salesperson
Build the confidence and credibility to be seen as a trusted professional, not just someone selling insurance products.
Navigate More Complex Cases With Confidence
Know when and how to approach larger, more technical situations and when they actually make sense for your client.
About Your Instructor
Philip Setter has spent his life addicted to learning and exploring complex subject material. Philip was homeschooled his entire life and took an intense passion for learning advanced mathematics, calculus, physics, and other related material into his adult life. Upon entering the financial industry, he was instantly drawn into the complicated world of tax strategies, tax law, and corporate structures.
Philip has pursued this interest with relentless dedication and has spent almost his entire career focused solely on advanced planning for shareholders of private corporations in Canada. He has an uncanny ability to simplify the most complicated tax matters into understandable elements that anyone can understand.
Besides the love of learning, Philip has a true passion for the world of teaching and helping other advisors pursue their careers in the corporate environment. Finding no suitable curriculum for advisors to have sufficient knowledge to service the complex needs of business owners, Philip set out to build the first comprehensive curriculum of its kind in Canada. He is now the Founder and CEO of Advisor Institute whose primary focus is on the specialized education of advisors working with business owners.
Philip has lectured across Canada to hundreds of advisors, accountants, and lawyers on tax matters regarding financial services. He has been a guest speaker and keynote speaker at many events such as Business Transition Forum, Junior Achievers, and others.
Philip Setter
The Chartered Corporate Insurance Professional course was built specifically for advisors to teach them the technical skills required to work with business owners.
The Chartered Corporate Insurance Professional course was built specifically for advisors to teach them the technical skills required to work with business owners.
Tired of being treated as just an insurance salesman and not respected for what you can offer clients?
Struggling to hit your income goals with all your family market meetings?
Becoming a successful insurance advisor is a difficult road with many twists and turns.
Once of the best ways to succeed in the insurance industry is through the business owner market. It is a massively underserved market that is in desperate need of competent advisors who can truly help them achieve their goals. But working in the business owner market has its share of difficulties and problems. Advisors do not understand how things work and don’t want to look foolish in front of the client and their professionals.
Course Outline
Testimonials
What Our Clients Say About Us
Caden Sawatzky
The Mortgage & Financial Avenue
“The Corporate Market Insurance course offered by Philip and his team was very informative. Some of the best education I have received for the industry to date. Would highly recommend this course to any advisor looking to expand their industry knowledge.”
Yogesh Sheta
Immunis Financial Brokers Inc.
“Last year I have attended your course on Insurance planning for the Business owners. It was very informative and has helped me build my practice. You have explained the complex corporate taxation in a very easy to understand format. Since then, I have grown my business significantly in the corporate market. I would highly recommend it to any advisor who wished grow their business in the corporate market. Moreover, You are always ready to answer my questions and help me guide on my cases selflessly. I can not thank you enough for your support.”
Munish Mehan
The Super Visa
“I am happy to write this for Philip as he is a great human being. Most importantly, he knows what he says. If you are going to take his course you will learn a lot of things about the corporate financial strategies . Highly recommended!”
MGA’s offer little guidance on how to get started in the business owner market.
Business owners and accountants assume you’re just another insurance salesman with nothing more to offer. But nothing could be further from the truth.
Competent insurance advisors can offer financial strategies that are unmatched by any other professional. Properly structured plans can save business owners plenty of taxes and protect everything they have built.
The problem that advisors who want to work with business owners face is a lack of practical learning. Courses and designations that have been sold as prestigious curriculums offer little practical advice for advisors to work with business owners