Live CE and Finance & Insurance

11. November - Planning with the HoldCo (Nov 18, 2022)

Course by: Business Career College

SKU: CE-4232-122

Description

Agenda

HoldCo Basics

Investments in the HoldCo

Insurance in the HoldCo

Selling the Business

RetireCo

Course Outline

“Planning with the HoldCo” will be suitable for the following CE Credits:

British Columbia – 3.5 CE

Alberta – 3.5 Life, 0 A&S

Saskatchewan – 3.5 Life, 0 Ethics

Manitoba – 3.5 Life and/or A&S

Ontario – 3.5 CE

FP Canada – 3.5 Financial Planning, 0 Professional Responsibility

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