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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 Dec 09, 2020
Wednesday Dec 09, 2020
Join Jason and financial planner Adrian George as they discuss advising physicians. They discuss Adrian’s path to dealing with physician clients. Adrian’s technical expertise and knowledge of behavioural finance concepts play prominently in his practice.
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Supplementary Materials:
PLAYCHEQUES Financial Solutions
The Paradox Of Choice (Ted Talk)
Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisions
On Second Thought: Outsmarting Your Mind's Hard-Wired Habits
Corporate Divorces and Butterflies
Wednesday Nov 25, 2020
Wednesday Nov 25, 2020
Join Jason and financial planner Johnathan as they discuss the finer points of the RDSP. Johnathan is highly knowledgeable about the RDSP and teaches Jason a few things along the way!
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Supplementary Materials:
RDSP: Open, transfer or rollover
Rollover from a Registered Education Savings Plan to a Registered Disability Savings Plan
T2201 Disability Tax Credit Certificate
Wednesday Nov 11, 2020
Wednesday Nov 11, 2020
Join Jason and financial planner Tim as they discuss the Retirement Compensation Arrangement from both a technical and behavioural perspective.
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Supplementary Materials:
Trevor R. Parry - TRP Strategy Group
Wednesday Oct 28, 2020
Wednesday Oct 28, 2020
Join Jason and financial planners Christopher and Stephen as they discuss some of the challenges financial advisors encounter in helping clients with their estate planning.
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Wednesday Oct 14, 2020
Wednesday Oct 14, 2020
Join Jason and financial planner and entrepreneur David Field for a discussion of David’s online CPP calculator.
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Supplementary Materials:
Crafting A Withdrawal Policy Statement For Retirement Income Distributions
Wednesday Sep 30, 2020
Wednesday Sep 30, 2020
Join Jason and financial planner Alexandra Macqueen for a wide-ranging discussion concerning a range of financial planning issues.
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Supplementary Materials:
Financial Services Regulatory Authority of Ontario (FSRA)
Warning: Unsolicited Career Advice
Wednesday Sep 16, 2020
Wednesday Sep 16, 2020
Join Jason and lawyer Howard Goldford discussing how WCB in Alberta administers claims, how disputes are handled, and how this relates to other income loss benefits.
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Wednesday Sep 02, 2020
Wednesday Sep 02, 2020
Join Jason, Shawn, and Corey for a discussion about using social media and podcasts as tools for marketing and client communication.
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Wednesday Aug 19, 2020
Wednesday Aug 19, 2020
Join Jason and Lori for a discussion about group benefits.
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Supplementary Materials:
"Perspective" in Employee Benefits: From a Professional Practitioner
Shift (podcast)
CLHIA announces withdrawal of Guideline G19
Wednesday Jul 22, 2020
Wednesday Jul 22, 2020
Join Jason and Erin for a discussion of incapacity concerns, followed by Jason discussing policies and procedures for testing a client’s capacity.
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