Life Credits: 10 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 10 credits (Financial Planning)
Assets are property owned by a person or company, regarded as having value and available to meet debts, commitments, or legacies. Here are two courses focussed on assets and their management. Learn how assets comprise wealth and how that wealth will transition to future owners.
The courses in this package include:
- Property Matters: Property, Beneficiaries, Tax and Life Insurance
- Plan for Probate
You’ll come away with insight into estate planning considerations — and, as always with C’Life, immediate Certificates upon course completion.