8 Credits: The Golden Years Planning Package

Provincial Life Credits:	7 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits:	3 credits (AB, SK, MB, ON)
FP Canada Credits:	8 credits (Financial Planning) (pending)
Institute Members:	8 credits (2 Ethics) (pending)
General Insurance Credits:	3 credits (BC, AB, SK, MB, ON)

The golden years: the time to enjoy the fruits of one’s labour. Make sure your clients who are in this life stage, or getting close, have information relevant to their financial needs and wealth management. Both of these courses focus on issues essential for later life planning.

The Value of a Will

Provincial Life Credits:	5 credits (BC, AB, SK, MB, ON)
FP Canada Credits:	5 credits (Financial Planning)

What is the value of having a will compared to not having a will and dying intestate? How about?

the degree of certainty it brings an individual in their lives;
the control it exerts over the disposition of assets;
the desire not to leave things to chance;
to ensure care for loved ones;
relieving survivors from decisions they may not want to make.

Those benefits are a valuable proposition for your clients. Of course, you want your clients to experience these advantages. This course will show you how. You will also learn common mistakes made in will preparation and receive a highly useful Asset Inventory form and a Beneficiary Endowment form for use with clients. The value you deliver with this information is deeply meaningful to clients. Don’t hesitate to add this knowledge to your skill set.

Elder Abuse and the Financial Exploitation of Seniors

Provincial Life Credits:	3 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits:	3 credits (AB, SK, MB, ON)
FP Canada Credits:	3 credits (Financial Planning)
General Credits:	3 credits (AB, SK, MB, ON)

Elder abuse occurs in the form of diminished savings, outright theft, loss of asset ownership, a change of beneficiary designations, or abuse of power of attorney abusing the position to the detriment of the grantor. It is happening all around you — and maybe you have had suspicions that you could not substantiate. That stops now with the knowledge you will gain from this course.

Recognize the causes and signs of elder financial abuse;
Know your ethical responsibilities towards your client if you suspect abuse;
Gain the knowledge you need in order to help suspected victims of elder financial abuse.

$79.95