| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
| MFD Credits: | 7 credits (Professional Development) |
What is a financial house? Let’s compare it to a building: the will is the foundation, life insurance is the roof, savings are the walls—and all those needing financial protection are in the rooms within. Take away the foundation, roof or walls and the house collapses. This course shows you how to build that house for your client. It may be modest or it might be a McMansion: the principles remain the same.
Although younger people need to understand the concepts of having their financial house in order, it isn’t just younger people who need help building a secure “structure.” It can be surprising how some of the most fundamental information is overlooked or misunderstood by people of all ages.
Become the architect of a secure future from this course.
- Build a sound financial house for clients of all ages with financial basics you can share;
- Understand how a will and insurance protects assets and beneficiaries so that you can equip your clients with vital financial know-how;
- Explore general issues of financial preparedness;
- Use the comprehensive information to support and grow your client base.
$84.95
$84.95