Intergenerational Wealth Transfer in High-Conflict Families

By Canada Life with CE Corner

The greatest wealth transfers are expected to take place over the upcoming years. At this session, learn about ways you can set your clients up for success and ensure their wealth lasts for generations to come.

Intergenerational Wealth Transfer in High-Conflict Families

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 9

Compliance

--

Professional Development

1.00

FP Canada

Financial Planning

1.00

Practice Management

--

Product Knowledge Credits

--

Professional Responsibility Credits

--

OCRCVM Cycle 9

Comportement

--

Développement professionnel

1.00

Alberta Accreditation Committee

Life Insurance

1.00

MFDA

Business Conduct

--

Professional Development

1.00

Course Type:

Video

Passing Grade:

9/12 (75%)

Brought to you by:

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