Season 2, Podcast, CE, Continuing Education, and Finance & Insurance

S02E02 - Generating Value for Clients

Course by: Business Career College

SKU: CE-4232-64

Description

In this episode, Jason and his guests, Derek and Dawn, explore complex financial planning topics covering capacity concerns.

Course Outline

“S02E02 - Generating Value for Clients” is suitable for the following CE Credits:

British Columbia – 1 Life, 1 A&S, 0 General

Alberta – 1 Life, 0 A&S, 0 General (AIC#55338)

Saskatchewan – 1 Life, 0 Ethics

Manitoba – 1 Life and/or A&S, 0 General (ICM#32820)

Ontario – 1 CE

FP Canada – 1 Financial Planning (6282

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