Effective Written Communications for Financial Advisors

Provincial Life Credits: 1 credit (BC, AB, SK, MB, ON)
Provincial A&S Credits: 1 credit (AB, SK, MB, ON)
CFP® Certificants: 1 credit (Financial Planning)
General Credits: 1 credit (BC, AB, SK, MB, ON)

Do you find it difficult to write concisely and clearly? Do you become frustrated when you send clients instructions that they do not follow? Do you waste time trying to “find the right words”? If any of these situations apply to you, help has arrived!

In this light-hearted, and occasionally humourous course, you will:

  • Improve your marketing and customer service through better writing;
  • Make your writing meaningful, clear and to the point;
  • Learn a practical approach to writing in plain language in order to communicate complex financial topics to clients.

$24.95

$24.95