CE Courses

The Household as a Financial Planning Unit


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: 4 hours Life

SK CE Credits: 5 hours

MB CE Credits: 5 hours ***

ON CE Credits: 5 hours

QC CE Credits: 0

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.