Provincial Life Credits: 15 credits in (BC, AB, SK, MB, ON)
CFP® Certificant: 15 credits (Financial Planning)
In 2018, Canadian life insurers paid out approximately $7.2 billion in death benefits. This is just one part of the immense transfer of wealth from one generation to the next that is happening now.
Get on board with the knowledge you need to find and manage sudden wealth, such as that received from insurance proceeds, property inheritance, real estate proceeds, or the sale of a business.
Learn how to manage client expectations and risks. Deal with issues like debt, investing, and insurance. Provide solutions. This is a must-do course if you plan to work with this growing market.
(A 7-credit version of this course is also available; see below)