3 Opportunities Top Advisors Are Implementing in 2022
By Canada Life with CE Corner
Elevate your business in 2022 by focusing on key areas that can help fuel growth.
In this panel hosted by Hugh Moncrieff and Kelley Keehn, advisors will hear from their peers, who will discuss three opportunities to seize this year:
- Preparing for intergenerational and interspousal wealth transfers
- Leveraging social media to attract the next generation of clients
- Staying ahead by implementing tech into your business
In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.
Accreditation Details
Accreditation body
Competency
Credits
IIROC Cycle 9
Compliance
--
Professional Development
1.00
ICM
Life Insurance
1.00
General Insurance
--
Adjuster
--
FP Canada
Financial Planning
--
Practice Management
1.00
Product Knowledge
--
Professional Responsibility
--
The Institute
Financial Planning
1.00
Product Knowledge
--
ICS
Life Insurance
1.00
Alberta Accreditation Committee
Life Insurance
1.00
FSRA
Life and/or A&S
1.00
Course Type:
Web Link
Passing Grade:
8/12 (67%)
