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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 27, 2021
Wednesday Oct 27, 2021
Investment researcher Dan Hallett joints Jason for a discussion of investment management in the financial planning context.
Subscribe at CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
Dan Hallett on Robo-Advisors, Financial Advice, and CRM2
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