
S01E06 - Client Asset Management

Description
In this episode, Jason and his guests, Kelvin and Derrick, share insights about managing assets.
Course Outline
“S01E06 - Client Asset Management” is suitable for the following CE Credits:
British Columbia – 1 Life, 0 A&S, 0 General
Alberta – 1 Life, 0 A&S, 0 General (AIC#50687)
Saskatchewan – 1 Life, 0 Ethics
Manitoba – 1 Life and/or A&S, 0 General (ICM#31803)
Ontario – 1 CE
FP Canada – 1 Financial Planning (5583)
Course Details
1 hour
English
Yes
Yes
Yes