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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 Oct 13, 2021
Wednesday Oct 13, 2021
Financial planner Jason Pereira joins Jason for a discussion around the fiduciary standard and what it means for financial advisors.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
Jason M. Pereira
Financial Planning Association of Canada
FP Canada - Standards Of Professional Responsibility
CFP Board’s Standard Of Professional Conduct
Kansas State University - Department Of Personal Financial Planning
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