| Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 4 credits (Financial Planning) |
| Institute Members: | 4 credits |
| IIROC Credits: | 4 credits (Professional Development) |
| MFDA Credits: | 4 credits (Professional Development) |
Well, maybe fun is a slight exaggeration. The point here is that there are many good reasons for fund investing. Leave aside the negative aspects of fees, charges, loads, risks, and volatility of investment funds. Focus the decision about fund investing on the many positive features and advantages that funds offer.
This course puts a positive spin on the proposition you put before clients.
- Review the characteristics, features, benefits, and advantages of funds and fund investing;
- Receive insight into how funds can be used to champion a cause, interest, or belief through socially responsible investing
- Learn the ways of tailoring a fund to the aptitude and needs of the investor;
- Analyze the potential of funds for managing risk.
Price charged to FA: $30.00 (You do not pay on this site.)
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