MY PROFILE
CE Courses
The Household as a Financial Planning Unit
$59.95This course discusses issues of capital accumulation and insurance needs for the household, defined as a couple with or without children.
It is a unique way of performing needs analysis that will suit many existing and new clients.
Format: Online
No. of Pages: 30 pages
BC CE Credits: 5 hours
AB CE Credits: 4 hours Life
SK CE Credits: 5 hours
MB CE Credits: 5 hours ***
ON CE Credits: 5 hours
QC CE Credits: 0
CFP®: 5
*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50.
