| Provincial Life Credits: | 6 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 6 credits (Financial Planning) |
| Institute Members: | 6 credits (includes 1 Ethics) |
| ID CE Credits: | 1 Compliance, 6 Professional Development |
Find investing ideas with lifelong significance in this course. Be able to easily compare and contrast investments, and answer questions clients want to ask such as, how will this investment make money for me?
Apply the consistent knowledge presented in this course to client needs. Achieve suitability. Meet disclosure requirements. This course is guaranteed to deliver positive returns.
- 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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