Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
CFP® Certificants: | 4 credits (Financial Planning) |
- Adopt a four-step process to achieve objective decisions and recommendations;
- Provides a rational basis for showing a client the benefit of one course of action vs. another;
- Use with clients to gain their input and buy-in for decisions.
Price charged to FA: $30.00 (You do not pay on this site.)
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