S01E10 - Financial Planning Concepts
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
1 hour
English
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