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Snap Projections: Getting Started (LCI00P02)

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 activity has been approved by FP Canada as meeting the minimum requirements for CE
Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions
expressed in this presentation are those of the presenter / content author and do not necessarily reflect
the views of FP Canada.

CE Credits: 1.0 Accreditation Number: 6135 CE Credit Type: Professional Development

  • 1 Introduction 6 Most Common Financial Planning Questions
  • Creating your first financial plan
  • 2 Entering Initial Data
  • 3 The Main Projections Page
  • 4 Cash Flow Management
  • 5 Comparing Multiple Scenarios
  • 6 Interactive Presentations and Beautiful Reports
  • 7 Snap Live Support
  • Additional Features
  • 8 Education Planning (RESPs)
  • 9 Insurance Planning (Term, WL and UL)
  • 10 Corporations
  • 11 Adding a Spouse
  • 12 Advanced Settings
  • 13 Annual Reviews and Tracking Progress
  • Final Test
  • Snap Test
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever