| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
This is a how-to course that delivers actionable ideas and solutions. You’ll find how to identify the money personalities of spouses which affects attitudes towards savings and spending, how to set savings goals, how to reduce and eliminate debt, how to rebuild a FICO score, and how to save to achieve objectives.
Turn the how-tos into strategy that leads to wealth accumulation. Make your mark as a problem-solver as clients are relieved of debt and move ahead to a brighter future as savers and investors.
- Help clients understand the importance of setting goals, and how to achieve objectives;
- Review tried-and-true approaches that lead to wealth accumulation;
- Leverage your learning to relieve financial anxiety.
$79.95
$79.95