| Provincial Life Credits: | 6 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 6 credits (Financial Planning) |
The fabled new year’s resolution is generally known to be an unsuccessful attempt at self-improvement. To stick, a resolution must arise from a desire to do better— at any point in time. That’s what this course delivers: five easy resolutions that any person who wants to improve their financial life can undertake anytime.
Coach your clients to complete one resolution, more than one, or methodically work through them all. They are a sure route to financial well-being that can be implemented any day of any year.
Why? To prove their best interest is your concern and lay aside the notion of transactional selling. Instruct, coach, advise. Then, sales has context.
- Learn five easy financial resolutions that can apply to people of virtually any age;
- Demonstrate tips to make resolutions stick;
- Use ideas that can lead to progress on goals and future financial success.
$74.95
$74.95