Course Outline
 

Course Title

  

The Retirement Plan - the Gateway to Becoming Your clients CFO

Course Category

    Online
Target Audience  

Financial Advisors

Continuing Education

  

Advocis (formerly CAIFA & CAFP) (Approval number: CE4111)
IQPF (Approval number: IQPF01-04-0004 - Level 2)
Life Insurance Council of Manitoba
Insurance Councils of Saskatchewan
Chambre de la Sécurité Financière
CMA - Continuous Professional Learning and Development (CPLD)
IDA - Professional Development
CA - Continuing Professional Development (CPD)

Prerequistes

   None
Objectives   Are you managing 100% of your clients' investment assets? By providing your clients with an integrated wealth management service you can manage all of their assets, and be at the centre of all of their financial decisions. The first step to becoming your clients' personal chief financial officer (CFO) is to develop a value-added retirement plan. This course reviews a complete retirement planning process that can benefit both you and your clients. The tools and tips will help you approach retirement planning in a professional and comprehensive manner. Learn how to lever the information in the retirement plan to identify new wealth management sales opportunities, and to strengthen your long-term client relationships
Subject by level  

Topics    
Duration   3 credit hours
Time to comple the course  
Date  
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