| Provincial Life Credits: | 1 credit (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 1 credit (Financial Planning) |
| Institute Members: | 1 credit |
Provincial regulators are taking note of advisor sales practices. The practices must comply with needs’ assessment and requirements for product recommendations. Be ready if you are challenged: this course describes the details on precisely what must be disclosed to the client, and why.
Includes a Financial Checklist that provides vital documentation for the client file!
- Master the sales process through your disclosure practices;
- Find how to substantiate your recommendation;
- Complete the Financial Checklist to provide vital documentation for the client file.
$24.95
$24.95