| Provincial Life Credits: | 1 credit (BC, AB, SK, MB) |
| Provincial A&S Credits: | 1 credit (AB, SK, MB, ON) |
| CFP® Certificants: | 1 credit (Financial Planning) |
The annual review is a perfect example of a subject too often overlooked in the race for more information on subjects such as fund performance, tax planning, or estate planning.
This short course will show you how to prepare for a review, some good questions to ask, disclosure for recommendations, and what to do when a situation becomes difficult.
Start the practice of an annual review, and find a business stimulator!
- Find new opportunities for sales based on changing client circumstances;
- Learn how to prepare, good questions to ask, disclosure for recommendations, and what to do when a situation becomes difficult.
$24.95
$24.95