MY PROFILE
CE Courses
Segregated Funds
$71.95This course provides a comprehensive review of all the details the agent/advisor must know when selling this sophisticated investment product.
This course includes a discussion of similarities with mutual funds, the exclusive features of seg funds, how value is determined, fees and charges, the favourable tax treatment of seg funds, and who are the best customers.
Format: Online
No. of Pages: 40 pages
BC CE Credits: 6 hours
AB CE Credits: 5 hours Life
SK CE Credits: 6 hours
MB CE Credits: 5 hours ***
ON CE Credits: 6 hours
CFP®: 6
*** 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.
