Finance & Insurance and Live CE

June 04, 2021 - Managing Financial Windfalls & Unconventional Disability Products

Course by: Business Career College

SKU: CE-4232-118

Description

Join Instructor Jason Watt for a deep dive into Managing Financial Windfalls & Unconventional Disability Products.

With engaging agendas and breakout rooms for further discussion of topics, this will be a great day of continuing education!

Format

  • Full-day live, interactive webinar session.

Schedule (This Option is for June 4, 2021 Only)

  • June 04, 2021 (08:00-16:30 MT)
  • June 11, 2021 (08:00-16:30 MT)

Cost

Agenda

  • Sources of Windfalls
  • Case Studies
  • Legal Considerations
  • Behavioural Considerations
  • Professional Responsibility
  • FP Recommendations
  • Traditional DI Contracts
  • Gaps in Traditional DI
  • Gaps in Group
  • Solutions
  • Breakout Sessions

Course Outline

This CE day will be suitable for the following CE credits:

  • British Columbia – 7.5 CE
  • Alberta – 4 Life, 5 A&S
  • Saskatchewan – 6.5 Life, 1 Ethics
  • Manitoba – 7.5 Life and/or A&S
  • Ontario – 7.5 CE
  • FP Canada – 6.5 Financial Planning, 1 Professional Responsibility
Course Details
Length:
8 hours
Language:
English
Certification:
No
Mobile Friendly:
Yes
Digital Badge:
No