The Financial Planning Mistakes of Clients

Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 3 credits (Financial Planning)
Institute Members: 3 credits
  • Covers eight common mistakes clients make, and the loss of opportunities that result from their errors;
  • Head off the inevitable crash landings that arise from arrogance and misperceptions;
  • Help clients to get on the right track, stay there, and reap the rewards.
Price charged to FA: $22.50 (You do not pay on this site.)

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