Decisions, Decisions: How to Make Better Financial Decisions

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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