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.
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%)
