Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast! Subscribe at bccquiz.online for the quiz.
Join Jason and financial planner and entrepreneur David Field for a discussion of David’s online CPP calculator.
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Supplementary Materials:
Crafting A Withdrawal Policy Statement For Retirement Income Distributions
Join Jason and financial planner Alexandra Macqueen for a wide-ranging discussion concerning a range of financial planning issues.
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Financial Services Regulatory Authority of Ontario (FSRA)
Warning: Unsolicited Career Advice
Insurance Council of British Columbia
Financial Planning Association of Canada
Join Jason and lawyer Howard Goldford discussing how WCB in Alberta administers claims, how disputes are handled, and how this relates to other income loss benefits.
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Join Jason, Shawn, and Corey for a discussion about using social media and podcasts as tools for marketing and client communication.
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ECIVDA - Financial Planning Boutique
Join Jason and Lori for a discussion about group benefits.
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Supplementary Materials:
"Perspective" in Employee Benefits: From a Professional Practitioner
Shift (podcast)
CLHIA announces withdrawal of Guideline G19
Join Jason and Certified Business Valuator Eric Mah for a discussion of business valuation principles.
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Join Jason and Erin for a discussion of incapacity concerns, followed by Jason discussing policies and procedures for testing a client’s capacity.
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Join Jason and Lisa for a discussion of cash flow planning for business owners.
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Join Jason and Erin for a discussion of the perils of business owners who haven't done sufficient personal planning, and how the advisor can help mitigate these concerns.
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Join Jason and Jessica for a discussion of insurance underwriting.
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Supplementary Materials:
