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Be a Better Advisor This Year
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The Client’s Best Interest: Insights and Ideas for Action
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Be the Better RRSP & TFSA Advisor
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30 Credit Package: The Big Deal
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A Big Issue: Your Older and Aging Clients and Their Mental Capacity
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15 Credits: The Business of Insurance Package
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The CPP Question: When to Start the Retirement Pension?
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The 30-credit CLU/Financial Planner Designation Package
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COMPLAINT HANDLING and AVOIDANCE for Life agents, CFPs/QAFPs, MFD, and ID (formally IIROC) registrants
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Recognizing and Managing Financial Conflicts of Interest
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Manage and Resolve Conflict
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The Contribution of the Will to Estate Planning
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Countdown to Retirement
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10 Credits: The C.S.I. (Cyber-crime Safety and Insight) Package
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Cyber Security: Protecting Client Privacy in Your Practice
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Decisions, Decisions: How to Make Better Financial Decisions
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