FINANCIAL PLANNING FOR LIFE: Getting the Financial House in Order

Provincial Life Credits: 7 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 7 credits (Financial Planning)
Institute Members: 7 credits
MFDA Credits: 7 credits (Professional Development)
  • Build a sound financial house for clients of all ages with financial basics you can share;
  • Understand how a will and insurance protects assets and beneficiaries so that you can equip your clients with vital financial know-how;
  • Explore general issues of financial preparedness;
  • Use the comprehensive information to support and grow your client base.
Price charged to FA: $52.50 (You do not pay on this site.)

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