Planning Amid Inflation
By Advisor.ca and Investment Executive
The post-pandemic economic environment has been characterized by the planning challenge of high inflation. As financial advisors are well aware, inflation hits portfolios and incomes hard.
This compilation of articles and columns from Advisor.ca and Investment Executive, based on expert sources, will provide advisors with tips and considerations as they plan for their clients in an inflationary environment. The content covers retirement planning considerations, such as when to begin CPP and OAS, and investing considerations, such as the 60/40 portfolio and using ETFs.
Accreditation Details
Accreditation body
Competency
Credits
ICM
Life Insurance
1.00
General Insurance
--
Adjuster
--
The Institute
Product Knowledge
--
Practice Management
--
Financial Planning
1.00
MFDA
Professional Development
1.00
Business Conduct - Non-Ethics
--
FP Canada
Practice Management
--
Professional Responsibility
--
Product Knowledge
--
Financial Planning
1.00
IIROC Cycle 9
Professional Development
1.00
Compliance
--
CSF
Matières générales
--
Insurance of persons
--
General Subject
1.00
Courtage en épargne collective
--
Assurance de personnes
--
Alberta Accreditation Committee
Life Insurance
1.00
Course Type:
Passing Grade:
7/10 (70%)
