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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
Sep 15, 2021
Sep 15, 2021
1 hr 1 min
Private wealth counsellor Marshall McAlister joins Jason for a discussion of endowments, RRIFs, and a brief discussion about upcoming Client Focused Reform changes.
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Supplementary Materials:
Sep 1, 2021
Sep 1, 2021
1 hr 8 min
Join Jason and Trevor as Jason gets a robust education about the inner workings of the IPP.
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Supplementary Materials:
Aug 18, 2021
Aug 18, 2021
1 hr 41 sec
Financial Planner and Property & Casualty insurance professional Chad MacKenzie joins Jason for a look at what financial planners need to know about P&C insurance.
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Supplementary Materials:
Aug 4, 2021
Aug 4, 2021
1 hr 4 min
Financial Therapist Nathan Astle joins Jason to explain the differences between financial planning and financial therapy, and how a financial planner can send their client to a therapist.
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Supplementary Materials:
Jul 21, 2021
Jul 21, 2021
1 hr 14 min
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.
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Supplementary Materials:
Moving Beyond Modern Portfolio Theory: Investing That Matters
Calvert Institute for Responsible Investing
Jul 7, 2021
Jul 7, 2021
1 hr 4 min
Insurer executive Meghan Vallis joins Jason for a wide-ranging discussion of topics in group benefits.
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Supplementary Materials:
The Benefits Corner: Episode 11-Managing Cannabis in the workplace
Jun 20, 2021
Jun 20, 2021
1 hr 2 min
Financial planner Julia Chung joins Jason to discuss operating an advice-only financial planning practice.
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Supplementary Materials:
Jun 6, 2021
Jun 6, 2021
1 hr 3 min
Financial planner Melany Goodhue joins Jason to discuss a highly complex case where a pension buyback coincides with a number of other financial planning decisions.
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Supplementary Materials:
May 26, 2021
May 26, 2021
1 hr 13 min
Jason mines content from the first 8 episodes of Season 3 for content with an ethics perspective. This episodes features short clips from those interviews followed by discussion about how the content fits with financial planning and insurance codes of conduct.
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Supplementary Materials:
STANDARDS OF PROFESSIONAL RESPONSIBILITY - FP Canada
Agent Code of Conduct - Life Insurance Council of Saskatchewan
May 12, 2021
May 12, 2021
1 hr 6 min
Financial planner and insurance specialist Jeremiah Renner joins Jason and shares the secret sauce that help him succeed in the family insurance market.
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Supplementary Materials:
Two Pillars Financial Solutions Inc.
Demeter v. Dominion Life Assurance Co. and two other actions, 1982 CanLII 1766 (ON CA)