Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 3 credits (Financial Planning)
A will is an important and powerful document that many Canadians wrongfully avoid. You need to help your clients learn the costs of not having a will and the very negative results of such a decision. Learn how easily the potential heartbreak, surprises, and financial devastation can be avoided.
This course also describes common mistakes made in will preparation and provides a highly useful Asset Inventory form and a Beneficiary Endowment form to use with clients. Use them to determine the value of the estate and whether beneficiaries will inherit as planned. Here is practical, everyday information that is at the very basis of financial planning.