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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 02, 2022
Wednesday Feb 02, 2022
Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian’s investment dealer is Assante Financial Management Ltd.
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
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