FINANCIAL PLANNING FOR LIFE: Investing Products and Strategies

Provincial Life Credits: 6 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 6 credits (Financial Planning)
Institute Members: 6 credits (includes 1 Ethics)
IIROC Credits: 1 Compliance, 6 Professional Development
  • Learn the six-question test for investing developed by the OSC, and how it applies to a number of common investment products;
  • Gain a consistent picture of investments to gauge their suitability;
  • Review common investment strategies for their application to your clients’ needs.
Price charged to FA: $45.50 (You do not pay on this site.)

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