Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
CFP® Certificants: | 5 credits (Financial Planning) |
Institute Members: | 5 credits |
IIROC Credits: | 5 credits (Professional Development) |
MFDA Credits: | 5 credits (Professional Development) |
- Prepare a client for income replacement with knowledge of product options for self-insuring and emergency funds;
- Turn an approach into a successful sale by knowing the client and ensuring suitability;
- Apply standards of conduct to the sales process.
Price charged to FA: $37.50 (You do not pay on this site.)
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