
S01E07 - Optimizing Client Value

Description
In this episode, Jason and his guests, Kelvin and Derrick, share insights about managing assets.
Course Outline
“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
1 hour
English
Yes
Yes
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