| Course Title: |
Financial Goal Counselling |
| Details: |
Financial Goal Counselling is a thorough review of how the agent/planner/advisor can guide his or her clients in the decision-making process and acquire closure on sales.
Includes valuable information for the new and experienced agent/advisor about perceptions, communication skills, the nature of goals, goal-setting, and problem solving. |
| Format: |
Downloadable PDF plus online exam |
| No. of Pages: |
96 |
| Cost (PDF option): |
Course and exam @ $115.16  |
| Cost (Book option): |
Course and exam @ $115.16 + S/H |
| IIROC: |
8 Professional Development hours |
| BC CE Credits: |
8.5 hours
|
| Alberta CE Credits: |
5.0 hours - Life |
| SK CE Credits: |
8.5 hours
|
| MB CE Credits: |
8.5 hours
|
| ON CE Credits: |
8.5 hours
|
| MFDA |
8 PD hours |
| Advocis |
6.5 hours |
| CFP™ |
8.5 non-verifiable
|
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