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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 credit (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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Divorce Financial Planning
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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: Sarah Balram
Empowering Canadians to Triumph through Life's Transitions, Sarah Balram is a beacon of resilience and transformation. As a Certified Financial Planner (CFP) specializing in marriage, divorce, and business, Sarah's mission is clear: to guide her clients through the turbulent waters of change and help them emerge stronger, wealthier, and wiser. As the visionary force behind Flip My Life, Sarah has earned acclaim for her innovative and holistic financial planning solutions. Her expertise as a Certified Divorce Financial Analyst (CDFA) and a Certified Financial Divorce Specialist (CFDS) equips her to deftly navigate the complex financial landscapes of divorce and separation, ensuring her clients emerge with their financial futures intact.
About the Presenter: Reh Bhanji
Reh Bhanji, CFP, CLU is a National Best Practice Leader with Desjardins and has been instrumental in coaching sales teams across Canada to reach new levels of sales performance. Reh has been employed with Desjardins Insurance for over 20 Years. He has been a Platform Speaker at the 1st Canada Sales Congress in Toronto, Canada. You can catch Reh, hosting The Discovery Series Webcasts & Discovery Series Unplugged Podcast where some of the best sales ideas are shared with Top Performing Advisors in the industry!!!
Divorce Financial Planning
Take control of your financial future—start planning your divorce today. Embrace the "three T's" approach: Transform your financial knowledge, Transition assets smartly, and Thrive with long-term planning. Seek expert support early for a smoother, more secure path forward. Click “Enroll Now” to get started!
$20.00