
S02E01 - Capacity Concerns

Description
Join Jason and his guests Mitchell and Garrett as they discuss buying a block of investment business, and getting clients used to hearing retirement advice from a young advisor.
Course Outline
“S02E01 - Capacity Concerns” is suitable for the following CE Credits:
British Columbia – 1 Life, 1 A&S, 1 General
Alberta – 1 Life, 1 A&S, 0 General (AIC#51935)
Saskatchewan – 1 Life, 1 Ethics
Manitoba – 1 Life and/or A&S, 0 General (ICM#32585)
Ontario – 1 CE
FP Canada – 1 Professional Responsibility (6124)
Course Details
1 hour
English
Yes
Yes
Yes