Provincial Life Credits: 6 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 6 credits (Financial Planning)
Self-improvement is always a laudable goal, and here is a course that aims to improve the financial side of your clients’ life. It provides five easy resolutions that can apply to people of virtually any age. From resolving to save more to investing well — and making resolutions stick, the ideas in this course can lead to progress on goals, and success with dedicated effort.
Coach your clients to complete one, more than one, or methodically work through them all. They are a sure route to financial well-being that can be implemented any day of any year.