| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 3 credits |
It is astonishing to see prospects and clients make these mistakes — their belief that they don’t need a financial plan, that they know all there is to know, or that their family member, friend or neighbour has a magical investment opportunity.
Your prospects and clients are not alone: many individuals make these same errors and come up with losses to show. And, they do it over and over again. This course covers eight common mistakes clients make including the impression that there is always enough time to begin to save, following the herd, misunderstanding spousal rights to assets, or an inappropriate approach to risk taking.
You will learn new insight into how mistakes are made and how they can be remedied.
- Covers eight common mistakes clients make, and the loss of opportunities that result from their errors;
- Head off the inevitable crash landings that arise from arrogance and misperceptions;
- Help clients to get on the right track, stay there, and reap the rewards.
$44.95
$44.95