Podcast, Season 3, CE, Continuing Education, and Finance & Insurance

S03E04 - Estate Planning Challenges for Financial Advisors

Course by: Business Career College

SKU: CE-4232-86

Description

Join Jason and financial planners Christopher and Steven as they discuss some of the challenges financial advisors encounter in helping clients with their estate planning. 

Course Outline

“S03E04 - Estate Planning Challenges for Financial Advisors” is suitable for the following CE Credits:

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

Alberta – 1 Life, 0 A&S, 0 General (AIC#55553)

Saskatchewan – 1 Life, 0 Ethics

Manitoba – 1 Life and/or A&S, 0 General (ICM#34984)

Ontario – 1 CE

FP Canada – 1 Financial Planning (7971)

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