
S03E07 - Advising Physicians

Description
Join Jason and financial planner Adrian George as they discuss advising physicians. They discuss Adrian’s path to deal with physician clients. Adrian’s technical expertise and knowledge of behavioural finance concepts play a prominently in his practice.
Course Outline
“S03E07 - Advising Physicians” 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#56161)
Saskatchewan – 1 Life, 0 Ethics
Manitoba – 1 Life and/or A&S, 0 General (ICM#35540)
Ontario – CE
FP Canada – 1 Financial Planning (8317)
Course Details
1 hour
English
Yes
Yes
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