CE Courses

The Household as a Financial Planning Unit

$59.95

This course discusses issues of capital accumulation and insurance needs for the household, defined as a couple with or without children. 

It is a unique way of performing needs analysis that will suit many existing and new clients.

Format: Online

No. of Pages: 30 pages

BC CE Credits: 5 hours

AB CE Credits: 5 hours Life, 5 hours A&S

SK CE Credits: 5 hours

MB CE Credits: 5 hours

ON CE Credits: 5 hours

QC CE Credits: 0

CFP®: 5

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