Getting the Best Price For Your Practice
By AGF Management Limited
Presented by a seasoned industry expert, this course is chock full of practical tips to implement ahead of selling your book, from creating value in your practice and getting an accurate valuation to ensuring a strategic fit with a buyer and negotiating price like a pro.
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
FP Canada
Financial Planning
--
Practice Management
1.00
Product Knowledge Credits
--
Professional Responsibility Credits
--
CSF
Insurance of persons
--
Matières générales
1.00
Courtage en épargne collective
--
Assurance de personnes
--
General subject
--
Alberta Accreditation Committee
Life Insurance
1.00
IIROC Cycle 8
Professional Development
1.00
Compliance
--
IIROC Cycle 9
Compliance
--
Professional Development
1.00
MFDA
Business Conduct
--
Professional Development
1.00
FSRA
Life and/or A&S
1.00
