The Financial Snapshot: Foundations of Insurance Planning

Provincial Life Credits: 3 credits in (BC, AB, SK, MB, ON)
CFP® Certificants: 3 credits (Financial Planning)

In this three-credit Course, you will learn how to create a financial snapshot and:

  • the importance of insurance policies to cover mortgage obligations and travel needs;
  • how the personal income tax return yields a wealth of financial detail;
  • the need for a will;
  • the financial relevance of a passport.

 

The Financial Snapshot: Foundations of Insurance Planning

$39.95

$39.95