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Policy Claims: A Sales and Service Opportunity
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Practical Client Risk Analysis
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Principle of Fairness: Applied Ethics for Financial Advisors
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Privacy Practices for the Financial Services
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Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice
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Property Matters: Property, Beneficiaries, Tax, and Life Insurance
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12 Credit Package: QAFP Qualified
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Red Flags of Unethical Conduct: Case Studies Laid Open for Learning
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Retirement Decumulation – When, How Much, and What to Do
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Retirement Income: Building Towards Answers
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Making the Right Choices for Insurance
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RRIF Management: Opportunities and Challenges
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7 IIROC Credits: The Seminar Alternative #1 Package (Credits = a one-day seminar)
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7 IIROC Credits: The Seminar Alternative #2 Package (Credits = a one-day seminar)
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15 Credit Package: The Saskatchewan Agent/Advisor CE Package
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FINANCIAL PLANNING FOR LIFE: Savings and Debt
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