CE Courses

Know Your Client: Women 55+


This course has been written to identify how to deal successfully with this demographic segment, from both a business perspective and from a compliance and KYC perspective.

Know Your Client: Women 55+ is an essential guide to understanding the needs of your client, especially when there is a change in ownership and/or client responsibility for the account (e.g., divorce or death).

Format: Online

No. of Pages: 54 pages

IIROC: 4.5 CECAP Professional Development hours

CFP®: 4