Olivers

The Household as a Financial Planning Unit


Course Title: The Household as a Financial Planning Unit
Details: This Course discusses issues of capital accumulation and insurance needs for the household: spouses 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: Downloadable PDF plus online exam
No. of Pages: 30
Cost (PDF option): Course and exam @ $47.96 add_to_cart.gif
Cost (Book option): Course and exam @ $47.96 + S/H add_to_cart.gif
BC CE Credits: 5.0 hours
Alberta CE Credits: 4.0 hours - Life
SK CE Credits: 5.0 hours
MB CE Credits: 5.0 hours
ON CE Credits: 5.0 hours
QC CE Credits: 0 hour
CFP™ 5.0 verifiable

Shipping and Tax are extra.
* non-verifiable, verifiable: see CFP™ Continuing Education Guidelines at www.cfp-ca.org


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