
S03E04 - Estate Planning Challenges for Financial Advisors

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
1 hour
English
Yes
Yes
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