FINANCIAL PLANNING FOR LIFE: Income Replacement

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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