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. 

Getting the Best Price For Your Practice

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

Course Type:

Video

Passing Grade:

11/15 (73%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER