Provincial Life Credits: 25 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 25 credits (BC, SK, MB, ON; AB: 5.5)
CFP® Certificants: 25 credits (Financial Planning)
Institute Members: 25 credits
The Financial Planning for Life series of courses addresses the financial planning needs of those who are not yet strictly focussed on retirement. Their concerns are many: how to save, how to protect their family from loss of income, how to invest, and how to organize their financial affairs.
This package is a collection of all four courses in the series.
The courses include:
- Getting the Financial House in Order
- Income Replacement
- Investing Products and Strategies
- Savings and Debt
You’re going to receive a financial education on issues relevant to working folks who have worries about themselves and their families. And, you’re going to receive insight into how to serve these people to better their future.
Receive an immediate regulator-approved Certificate upon completion of each course.