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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 bundles/packs) * CSI - 1 Professional Development credits (in bundles/packs) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.
Curriculum
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1
The $1 Trillion Wealth Transfer That Wasn't
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Introduction and Instructions
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The Rules Governing CE Credits
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Presentation Overview
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Presentation Video
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Presenter Resourses
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About the Presenter: Chris Paterson
In 1995, Chris began his career in the financial services industry at a major financial institution, where he worked in a number of sales management and wholesaling roles across Canada. Since then, he has accumulated over 28 years of experience supporting and training advisors while working on complex solutions for client financial strategies. With a career scope encompassing insurance, investments and technology consulting, Chris has previously led a national insurance wholesaling team, and was recently responsible for national initiatives focused on advisor recruitment, practice management, tax and estate planning, and advisor training for a major insurer. Chris’ advisor support philosophy is to avoid leading with product-focused discussions, relying instead on strategic business planning strategies to help advisors and distributors assist their clients in achieving their lifestyle and estate aspirations. Once he understands the client needs and advisor practice focus, he prides himself on offering support via extensive knowledge of innovative product solutions.
The $1 Trillion Wealth Transfer That Wasn't
Ready to help your clients make the most of their wealth and create a lasting legacy? Join our course to dive deeper into wealth transfer strategies and family dynamics. Click “Start Course Now” and become the catalyst for your clients' financial success!
$20.00