| Provincial Life Credits: | 6 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 6 credits (Financial Planning) |
| Institute Members: | 3 credits (2 Ethics) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
The golden years: the time to enjoy the fruits of one’s labour. Make sure your clients who are in this life stage, or getting close, have information relevant to their financial needs and wealth management. Both of these courses focus on issues essential for later life planning.
Advising on Wills and Intestacy
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
- Prepare the client for the costs and inconveniences that arise from not having a will;
- Show clients how a will works to their advantage and acts as their voice when they can no longer speak for themselves;
- Assure clients that estate plans for beneficiaries can be fulfilled by planning.
Elder Abuse and the Financial Exploitation of Seniors
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 3 credits (includes 2 Ethics) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
- Recognize the causes and signs of elder financial abuse;
- Know your ethical responsibilities towards your client if you suspect abuse;
- Gain the knowledge you need in order to help suspected victims of elder financial abuse.
Improve outcomes for your savvy seniors and engaging elders.
Price charged to FA: $45.00 (You do not pay on this site.)
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