(Course provided by email as file to save or print off.)
CPD Credit Hours: 2
Provincial Life Credits: 2 credits in BC, AB, SK, MB, ON
CFP® Professionals: 2 credits (Financial Planning)
You’ve seen prospects and even your clients make these mistakes! — their belief that they don’t need a financial plan, that they can plan on their own, that they know all there is to know, or that their friend or neighbour has the right answer. This course covers seven common mistakes clients make, and the loss of opportunities that result from their errors.
You learn new approaches to understand the benefits and role of financial planning, and ideas you can implement to create customers for life.