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

S01E10 - Financial Planning Concepts

Course by: Business Career College

SKU: CE-4232-61

Description

In this episode, Jason and his guests, Shyam and Chris, discussed two specific financial planning cases. One of them is about clients who are small business owners and the other about clients who are relocating to Canada from the U.S

Course Outline

“S01E10 - Financial Planning Concepts” 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#50691)

Saskatchewan – 1 Life, 0 Ethics

Manitoba – 1 Life and/or A&S, 0 General (ICM#31807)

Ontario – 1 CE

FP Canada – 1 Financial Planning (6028)

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