Live CE and Finance & Insurance

Stress Testing the Financial Plan (Dec 16, 2022)

Course by: Business Career College

SKU: CE-4232-106

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 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
Length:
3 hours and 30 minutes
Language:
English
Certification:
Yes
Digital Badge:
Yes