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

S01E07 - Optimizing Client Value

Course by: Business Career College

SKU: CE-4232-58

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