Sound Business Practices for Life Agents to Stay Compliant

Provincial Life Credits: 2 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 2 credits (AB, SK, MB, ON)
CFP® Certificants: 2 credits (Financial Planning)

Review the fundamentals of compliance and receive practical instruction on how to implement these fundamentals. Find encouragement to follow practices that are going to be good for business!

Written in a down-to-earth style that addresses many of the practicalities agents face, the agent/advisor gets both the benefit of “why-to” and “how-to” in logical, easy-to-follow instructions and advice.

  • Learn why good business practices are good for business;
  • Review compliance fundamentals and how to implement these fundamentals.

$29.95

$29.95