
S02E03 - Unconventional Solutions

Description
In this episode, Jason and his guests, Nathen and Kelley, talked about using elements of the financial planning process to bring values to their clients.
Course Outline
“S02E03 - Unconventional Solutions” 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#52644)
Saskatchewan – 1 Life, 0 Ethics
Manitoba – 1 Life and/or A&S, 0 General (ICM#33013)
Ontario – 1 CE
FP Canada – 1 Financial Planning (6340)
Course Details
1 hour
English
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