MY PROFILE
CE Courses
Financial Planning 1
$59.95This 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: 4 hours Life
SK CE Credits:5 hours
MB CE Credits:5 hours ***
ON CE Credits:5 hours
CFP®: 5
*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50.
