Provincial Life Credits: 6 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 6 credits (Financial Planning)
The golden years: the time to enjoy the fruits of one’s labour. Make sure your clients who are in this lifestage, or getting close, have information relevant to their golden years. These courses focus on issues important to them — and, to you.
Two courses are included in this package:
- Plan for Probate
- Advising on Wills and Intestacy
Improve outcomes for your savvy seniors.
Price: $74.95 (Save $10 on the cost of ordering each course on its own.)