Provincial Life Credits: 1 credit (BC, AB, SK, MB)
Provincial A&S Credits: 1 credit (BC, AB, SK, MB, ON)
CFP® Certificants: 1 credit (Financial Planning)
The annual review is a perfect example of a subject too often overlooked in the race for more information on subjects such as fund performance, tax planning, or estate planning. This short course will show you how a review can be a business stimulator. You’ll learn how to prepare, some good questions to ask, disclosure for recommendations, and what to do when a situation becomes difficult.
This information forms a basis for your advisory practice.