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 | Subscribe (C$20.00) Continuing Education / Compliance The Client Relationship Model has arrived, in all its glory, stages and phases! This AUDIO course will explain the background of the rules and how it came to be, but focuses on CRM2, Phase 3... Because that's the one that most people are... | ||||
 | Subscribe (C$20.00) Continuing Education / Professional Development Naviplan is a comprehensive financial planning software that allow financial professionals to develop detailed financial plans for their clients. This course will introduce you to the NaviPlan software and how to get started making amazing... | ||||
 | Subscribe (C$20.00) Continuing Education / Professional Development The course follows the curriculum requirements outlined in the MFDA's Policy Number 8: Proficiency Standard for Approved Persons selling Exchange Traded Funds ("ETFs")
FP Canada Accreditation: 2.0 Financial Planning Credits
Welcome to the... | ||||
 | Subscribe (C$20.00) Continuing Education / Professional Development Snap helps you manage client behaviour more effectively by showing a clear direction
from where they are now to where they wish to be.
FP Canada Accreditation: 1.0 (0.5 Financial Planning & 0.5 Practice Management) Credits
This CE... | ||||
 | Subscribe (C$20.00) Continuing Education / Professional Development From government pensions and benefits to employer-sponsored pension plans and tax deferral accounts, this course covers the essentials of Canada's grandest sources of income and tax-friendly savings plans.
Institute accredited CE: 1.00 | ||||
 | Subscribe (C$20.00) Foundations There are few things cooler than a "Double O" spy agent. Fixed income is one of them. This course will introduce you to the world of fixed income investments, from bankers' acceptances to treasury bills. Learn how government and corporate bonds... | ||||
 | Subscribe (C$20.00) Continuing Education / Professional Development In this course, we’ll introduce the Basic version of the FP Solutions software, how to create a client file, make data entries and how to analyze data with a retirement capital needs analysis. Get your plan on!
Institute accredited CE:... | ||||
 | Subscribe (C$20.00) Continuing Education / Professional Development For over 25 years, Dan Richards’s top-rated talks have helped financial advisors around the world move their businesses forward. In this course, Dan shares some of his tips and wisdom on success and motivation and answers questions you were too... | ||||
 | Subscribe (C$20.00) Continuing Education / Professional Development RazorPlan is a financial planning software that uses innovative algorithms to run intuitive calculations for clients. In this course, you'll understand how to create an account, navigate the software and start making financial plans no... | ||||
 | Subscribe (C$20.00) Continuing Education / Compliance Recreational cannabis use in Canada is now legal. What does it mean for Financial professionals? In this course we cover cannabis laws, workplace policies and the grey area in-between.
FP Canada Accreditation: 1.0 Financial Planning
This... |
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