Provincial Life Credits: 2 credits in (BC, AB, SK, MB, ON)
CFP® Certificant: 2 credits (Financial Planning)
You’ve been floored to see prospects and 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 answer for a magical investment opportunity. Your prospects and clients are not alone: many individuals make these same errors and come up on the wrong side of the ledger. And, they do it over and over again. This course covers seven common mistakes clients make, and the loss of opportunities that result from their errors.
You will learn new insight into the making of mistakes. Get a handle on what you can do to head off the inevitable crash landings that arise from arrogance and misperceptions. Help clients to get on the right track, stay there, and reap the rewards.