CE Courses

Financial Goal Counselling


This course is a thorough review of how the agent/planner/advisor can guide their clients in making decisions about their financial goals and acquire closure on sales.

It includes valuable information for the new and experienced agent/advisor about perceptions, communication skills, the nature of goals, goal-setting, and problem solving.

Format: Online

No. of Pages: 96 pages

IIROC: 8.0 CECAP Professional Development hours

BC CE Credits: 12.5 hours

AB CE Credits: 12.5 hours Life

SK CE Credits: 12.5 hours

MB CE Credits: 12.5 hours

ON CE Credits: 12.5 hours

La Chambre de la sécurité financière: 12 PDUs General

CFP®: 12.5

Advocis: 6.5 hours

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