Ethics, CE, Continuing Education, and Finance & Insurance

Optimizing the Engagement Process

Course by: Business Career College

SKU: CE-4232-41

Description

Learn what the best practices for an Engagement Process are. Check if your Engagement Process matches industry standards. See how to use the Engagement Process to get the most out of your client relationships.

Course Outline

“Optimizing the Engagement Process” is suitable for the following CE Credits:

British Columbia – 1 Life, 1 A&S, 1 General

Alberta – 1 Life, 1 A&S, 0 General (AIC#55980)

Saskatchewan – 1 Life, 1 Ethics

Manitoba – 1 Life and/or A&S, 0 General (ICM#29492)

Ontario – 1 CE

FP Canada – 1 Professional Responsibility (7215

Course Details
Length:
1 hour
Language:
English
Certification:
Yes
Mobile Friendly:
Yes
Digital Badge:
Yes