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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 Jul 21, 2021
Wednesday Jul 21, 2021
Impact Investing guru David O'Leary joins Jason for a look at the tools financial advisors have available for clients who want to introduce values into their financial plans.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
Moving Beyond Modern Portfolio Theory: Investing That Matters
Calvert Institute for Responsible Investing
Comments (2)
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This is great! Thank you
Thursday Sep 02, 2021
Fantastic Podcast!
Friday Jul 30, 2021
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