83.8K
Downloads
97
Episodes
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
Tuesday Dec 03, 2019
Tuesday Dec 03, 2019
Are you a CFP Professional or Level 1 Certificant who still needs their professional responsibility credit? We have a session upcoming on Wednesday, December 10th.
Wednesday Nov 27, 2019
Wednesday Nov 27, 2019
Join Jason and Ray as they continue their discussion about incorporating!
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
Thursday Oct 24, 2019
Thursday Oct 24, 2019
Join Jason and Ray as they discuss the benefits of incorporation for a medical professional. They also discuss the state of regulation of financial planning and financial advice.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
US CFP Board financial planning definitions
Thursday Oct 10, 2019
Thursday Oct 10, 2019
- Join Jason and his guests Mitchell and Garrett as they discuss buying a block of investment business, and getting clients used to hearing retirement advice from a young advisor.
Remember to subscribe and and earn your continue education credits at bccquiz.online!
Supplementary Materials:
How To Structure Your Earn Out (Without Getting Burned)
Serving Clients Through Needs-Based Sales Practices
Projection-Free Financial Planning To Avoid A False Sense Of Precision
Projection Assumption Guidelines
Monday Sep 30, 2019
Monday Sep 30, 2019
In this episode, our guests, Mitchell and Megan, each has a unique story about using unconventional methods to help their clients get the most out of their services.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Monday Sep 09, 2019
Monday Sep 09, 2019
In this episode, Jason and his guests, Derek and Dawn, share their experiences in dealing with clients who may be experiencing diminishing mental capacity.
Supplementary Materials:
Mental Health & The Financial Advice Relationship
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Wednesday Aug 21, 2019
Wednesday Aug 21, 2019
In this episode, Jason and his guests, Nathen and Kelley, talked about using elements of the financial planning process to bring values to their clients.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!