CE Courses

Financial Planning 1

$59.95

This course provides an overview of the financial-planning process, and shows the financial advisor the importance of "creating and maintaining the financial snapshot" for each client. 

Specifics of net worth, cash-management planning, mortgages, the basics of investing, family law, and financial planning are all covered.

Format:Online

No. of Pages:50 pages

BC CE Credits:5 hours

AB CE Credits:5 hours Life

SK CE Credits:5 hours

MB CE Credits:5 hours

ON CE Credits:5 hours

CFP®: 5

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