Podcast, Season 1, CE, Continuing Education, and Finance & Insurance

S01E06 - Client Asset Management

Course by: Business Career College

SKU: CE-4232-57

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