Financial Planning, CE, Continuing Education, and Finance & Insurance

Trends in Financial Planning Research

Course by: Business Career College

SKU: CE-4232-97


This course is an in-depth topic about financial planning research. We are going to look at who is conducting this research and where this research comes from, what is the aims of the research and what are the different topics studied. We will discuss some concerns and problems surrounding financial planning research and as a financial planner, ways you can access academic studies and research. We will end with different findings of interest our instructor Jason has come across.  

Course Outline

“Trends in Financial Planning Research” 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#55998)

Saskatchewan – 1 Life, 0 Ethics

Manitoba – 1 Life and/or A&S, 1 General (ICM#28303)

Ontario – 1 CE

FP Canada – 1 Financial Planning (6057)

Course Details
1 hour and 30 minutes
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