Be a Better Advisor This Year

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 (includes 1 Ethics)
MFDA: 5 credits (Professional Development)

Understand client needs and grow your business.

  • Explore customer-focussed ideas and practices to benefit clients and your bottom line;
  • Better understand and anticipate client needs for insurance and investment products;
  • Find out how to turn everyday issues into opportunities for service and sales.
Price charged to FA: $37.50 (You do not pay on this site.)

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