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

S01E07 - Optimizing Client Value

SKU: CE-4232-58

Price $30.00 CAD

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In this episode, Jason and his guests, Kelvin and Derrick, share insights about managing assets.

“S01E07 - Optimizing Client Value” is suitable for the following CE Credits:

British Columbia – 1 Life, 1 A&S, 0 General

Alberta – 1 Life, 1 A&S, 0 General (AIC#50688)

Saskatchewan – 1 Life, 0 Ethics

Manitoba – 1 Life and/or A&S, 0 General (ICM#31804)

Ontario – 1 CE

FP Canada – 1 Financial Planning (5645)

Course Details

Length:

1 hour

Language:

English

Certification:

Yes

Mobile Friendly:

Yes

Digital Badge:

Yes