Oliver's Learning

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CE Courses

Know Your Client: Women 55+

$80.95

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.

Course Overview
Course Details

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

About Oliver's

151 Bloor Street West, Suite 800,
Toronto M5S 1S4

(416) 922-9604
Toll free: 1-800-238-0377

info@oliverslearning.com

Monday to Friday 9am to 5pm ET

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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.

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