Get All Your Continue Educations Credits For Canadian Financial Planners And Insurance Agents In A Podcast! Subscribe at bccquiz.online for the quiz.
Join Jason and Ian in this episode about debt management!
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Supplementary Materials:
Free Online Debt Snowball/Avalanche Calculator
Credit Karma - Free Credit Score
Create A Rewarding Charity Experience For Senior Clients
Are you a CFP Professional or Level 1 Certificant who still needs their professional responsibility credit? We have a session upcoming on Wednesday, December 10th.
Join Jason and Ray as they continue their discussion about incorporating!
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Supplementary Materials:
HLH Chartered Professional Accountants
Join Jason and Ray as they discuss the benefits of incorporation for a medical professional. They also discuss the state of regulation of financial planning and financial advice.
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Supplementary Materials:
US CFP Board financial planning definitions
Ontario financial planning legislation
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Supplementary Materials:
How To Structure Your Earn Out (Without Getting Burned)
Serving Clients Through Needs-Based Sales Practices
Projection-Free Financial Planning To Avoid A False Sense Of Precision
Projection Assumption Guidelines
Client Name and Nominee Name Accounts
In this episode, our guests, Mitchell and Megan, each has a unique story about using unconventional methods to help their clients get the most out of their services.
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In this episode, Jason and his guests, Derek and Dawn, share their experiences in dealing with clients who may be experiencing diminishing mental capacity.
Supplementary Materials:
Mental Health & The Financial Advice Relationship
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In this episode, Jason and his guests, Nathen and Kelley, talked about using elements of the financial planning process to bring values to their clients.
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In this episode, Jason and his guests, Shyam and Chris, discussed two specific financial planning cases. One of them is about clients who are small business owners and the other about clients who are relocating to Canada from the U.S.
Supplementary Materials:
Remember to subscribe and and earn your continue education credits at bccquiz.online!
In this episode, Jason and his guests, Craig and Ian, revisit financial planning for people with disabilities, specifically regarding the Registered Disability Savings Plan.
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