Be a Better Advisor This Year

(Course provided by email as file to save or print off.)

CPD Credit Hours:5
Provincial Life Credits: 5 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 5 credits in BC, AB, SK, MB, ON
CFP® Certificant: 5 credits (Financial Planning)
General Credits: 5 credits in BC, AB, SK, MB, ON
Advocis Credits: 5

Be a Better Advisor This Year is an overview of the key personal financial planning issues. It serves as a reminder of:

  • what you need to know about your client;
  • how can you help seniors manage their finances;
  • the reasons segregated funds should be part of investment sales and portfolio management;
  • insurance planning;
  • the role you can play to ensure your clients aren’t victims of fraud;
  • the consequences of a privacy breach.
Price: $64.95