| Course Title: |
Segregated Funds |
| Details: |
Segregated Funds provides a comprehensive review of all the details the agent/advisor must know when selling this sophisticated investment product.
Includes a discussion of similarities with mutual funds, the exclusive features of seg funds, how value is determined, fees and charges, the favourable tax treatment of seg funds, and who are the best customers. |
| Format: |
Downloadable PDF plus online exam |
| No. of Pages: |
40 |
| Cost (PDF option): |
Course and exam @ $57.56  |
| Cost (Book option): |
Course and exam @ $57.56 + S/H |
| BC CE Credits: |
6.0 hours
|
| Alberta CE Credits: |
5.0 hours - Life |
| SK CE Credits: |
6.0 hours
|
| MB CE Credits: |
5.0 hours
|
| ON CE Credits: |
6.0 hours
|
| QC CE Credits: |
0 hour |
| CFP™ |
6.0 verifiable |
Shipping and Tax are extra.
* non-verifiable, verifiable: see CFP™ Continuing Education Guidelines at www.cfp-ca.org
|
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