S02E02 - Generating Value for Clients
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
1 hour
English
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