15 Credit Package: Honest-to-Goodness Retirement Advice

Provincial Life Credits: 15 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 11 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 15 credits (Financial Planning)
Institute Members: 7 credits
IIROC Credits: 7 credits (Professional Development)

Retirement can be a source of great joy and freedom, and it is only realistic to expect certain challenges along the way. This package of courses helps to anticipate retirement and prepare for its risks. It includes:

  • Focus on Retirement Risks
  • Countdown to Retirement
  • Ace the Annual Review

These courses equip you to address and manage client concerns as retirement nears or during retirement. You will be better able to plan and formulate recommendations. You will be able to focus on client needs as they actually exist. This is retirement planning advice at its best.

Price: $164.85 (Save $20 on the cost of ordering the courses on their own.)