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 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:
In this episode, Jason and Darren discuss life insurance leverage strategy.
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Supplementary Materials:
Tax Court ruling a cautionary tale for small biz owners
In this episode, Jason and his guests, Tab and Brad, discuss retirement planning, specifically pensions and CPP disability.
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Supplementary Materials:
Canada Pension Plan (CPP) Disability Benefits by Class of Diagnosis
Jason and his guest, Chris, discuss a RRIF beneficiary designation gone wrong and how it was resolved.
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Supplementary Materials:
Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer.
Part 2 of 2
This conversation covers:
· Registration categories for investment professionals.
· Regulation requirements for Investment Counsel / Portfolio Managers (ICPM)
· Differences between the US and Canadian markets
· The history of discretionary investment management
· Investor protection
· Fiduciary relationships
· Buy-side and sell-side
Remember to subscribe and and earn your continue education credits at bccquiz.online!
Supplementary Materials:
Portfolio Management Association of Canada (PMAC)
Anchor Pacific Investment Management
Ontario Security Commission: Securities Law
Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer.
Part 1 of 2
This conversation covers:
· Registration categories for investment professionals.
· Regulation requirements for Investment Counsel / Portfolio Managers (ICPM)
· Differences between the US and Canadian markets
· The history of discretionary investment management
· Investor protection
· Fiduciary relationships
· Buy-side and sell-side
Remember to subscribe and earn your continue education credits at bccquiz.online!
Supplementary Materials:
Portfolio Management Association of Canada (PMAC)
Anchor Pacific Investment Management
Ontario Security Commission: Securities Law & Instruments
In this episode, Jason and Michael discuss a couple of scenarios in which Michael was able to put insurance in force to support buy-sell arrangements.
Remember to subscribe and and earn your continue education credits at bccquiz.online!
Join Jason and Ian in this episode about debt management!
Remember to subscribe and and earn your continue education credits at bccquiz.online!
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.
