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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.
Episodes
Wednesday Feb 16, 2022
Wednesday Feb 16, 2022
Advice Only Planning Russell Sawatsky joins Jason for a discussion of working with DIY investors. We also touch on working with clients with US connections.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
Money Architect Financial Planning
Investment Risk Tolerance Assessment
The charity that gave birth to a $300M global impact asset manager
Inside the Horizons One-Ticket ETFs
Islamic Finance with Mohamad Sawwaf
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