Stress Testing the Financial Plan (Jun 18, 2021)
Description
Agenda
Intro to the Financial Plan
The Planner's Responsibility
What if scenarios
Setting up the Future
Course Outline
“Stress Testing the Financial Plan” will be suitable for the following CE Credits:
British Columbia – 3.5 Life CE
Alberta – 2 Life, 1.5 A&S
Saskatchewan – 2.5 Life, 1 Ethics
Manitoba – 3.5 Life and/or A&S
Ontario – 3.5 CE
FP Canada – 2.5 Financial Planning, 1 Professional Responsibility
Course Details
3 hours and 30 minutes
English
No
Yes
No