Live CE and Finance & Insurance

Managing Financial Windfalls (Aug 19, 2022)

Course by: Business Career College

SKU: CE-4232-101

Description

Agenda

Sources of Windfalls

Case Studies

Legal Considerations

Behavioural Considerations

Professional Responsibility

FP Recommendations

Course Outline

“Managing Financial Windfalls” will be suitable for the following CE Credits:

British Columbia – 3.5 CE

Alberta – 3.5 Life, 1 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:
No
Digital Badge:
No