Debt Management for Wealth Advisors

High income and wealth does not make a person / family immune to debt. The reality of life in Canada today is that almost everyone holds debt. In fact, in most cases, the amount of debt a person holds is in direct proportion to their income/ wealth. The higher their income, the higher their debt! This is an alarming situation and while these high levels of debt may be manageable for those with high incomes, it does not change the fact that if they had less debt, they can do a better job on their financial plans. This presentation exposes the reality of debt amongst the HNW population in Canada, and strategies that you as their financial advisor can use to get their debt under control, and help therm to reach their short term and long term financial goals more effectively. Full presentation time: 58m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Professional Development credit (in MFDA bundle) * CSI - 1 Professional Development credit (in MFDA bundle) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Debt Management for Wealth Advisors
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Stephanie Holmes-Winton

Stephanie is the CEO and Founder of CacheFlo. The concepts that CacheFlo’s products are based on were developed during her decade working as an independent financial advisor from 2001-2011. She then sold her practice to take her concept and start a training program for other advisors. In 2013 Stephanie launched the Certified Cash Flow Specialist designation program (qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software. Stephanie has written two books on spending and debt, “Defusing the Debt Bomb” and “$pent”. Stephanie has also been a regular contributor in media, including CBC Radio and CTV, and her advice has been featured in publications from coast to coast.