| Provincial Life Credits: | 1 credit (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 1 credit (Financial Planning) |
| Institute Members: | 1 credit |
Provincial regulators are taking note of advisor sales practices. The practices must comply with needs’ assessment and requirements for product recommendations. Be ready if you are challenged: this course describes the details on precisely what must be disclosed to the client, and why.
- Master the sales process through your disclosure practices;
- Find how to substantiate your recommendation;
- Complete the Financial Checklist to provide vital documentation for the client file.
Price charged to FA: $7.50 (You do not pay on this site.)
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